From Chaos to Clarity: Scaling Transcript Evaluation Operations in Slate

Please provide a one-paragraph overview of the session.‎ (200 words or less): As admissions professionals, we are always seeking ways to make the application process easier for prospective students without increasing the administrative burden on ourselves. At SMU, we had two unique challenges: streamline the graduate admissions process and standardize data entry in our Slate CRM. Our idea to achieve this was to formalize how we manage transcript evaluations at the start of application processing. In our presentation, we will demonstrate how we developed an in-house evaluation process for both domestic and international transcripts, the challenges we faced, and the solutions we implemented. We will share the benefits of this approach and how this has set us up for improved operations, reduced data-entry errors, and more accurate data collection for recruitment analysis. Attendees will leave with strategies and practical considerations for building or refining transcript evaluation processes within their CRM at their own institutions.

Session Agenda/Outline (200 words or less): I. Introduction
II. Context/History
III. Building the Process
IV. Refining Process
V. Lessons Learned
VI. What is Next?
VII. Q&A with time for demos/discussion