Wheaton College

ERP Optimization Boosts Efficiency and Student Experience at Wheaton

institutional profile

Established in 1860, Wheaton College offers more than 40 undergraduate degrees in liberal arts and sciences, and 18 graduate degrees in various fields of study. Wheaton enrolls approximately 2,400 undergraduates and 500 graduate students a year. 73% of degree seeking undergraduates are from out of state.

Challenge

Leadership at Wheaton College recognized a need to transform and streamline the College’s business and administrative processes to meet the College’s strategic and operational goals and deliver a better student experience. Over time, Wheaton’s ERP system and business processes had become less efficient and misaligned with the institutional needs and priorities.

Solution

Through SIG’s Back to Basics (B2B) process, Wheaton College successfully revamped its ERP system and business processes, achieving significant improvements in efficiency and alignment with institutional goals. The comprehensive solution encompassed:

1. Process Optimization and Automation

  • Streamlined business processes, reducing manual intervention
  • Implemented automated workflows, enhancing campus-wide efficiency
  • Redesigned processes for greater agility and adaptability to changing needs

2. Technology Utilization

  • Maximized Wheaton’s existing Banner investment by fully leveraging its functionality
  • Integrated systems to meet the diverse needs of students, faculty, and staff
  • Eliminated redundant systems and consolidated data sources

3. Staff Empowerment and Development

  • Provided customized training programs to enhance staff capabilities
  • Automated routine tasks, allowing staff to focus on high-value activities
  • Improved staff morale through increased efficiency and reduced frustration

4. Enhanced Student Experience

  • Freed up staff time to address complex student needs more effectively
  • Improved responsiveness to student inquiries and requests
  • Streamlined student-facing processes for a smoother academic journey

As a result of these improvements, Wheaton College has achieved greater alignment between its operational processes and strategic goals, setting a new standard for efficiency in its administrative operations while significantly enhancing the overall student experience.

Leadership at Wheaton College recognized a need to transform and streamline the College’s business and administrative processes to meet the College’s strategic and operational goals and deliver a better student experience. Over time, Wheaton’s ERP system and business processes had become less efficient and misaligned with the institutional needs and priorities.

Wheaton chose SIG’s Back to Basics (B2B) solution to help them understand their current state and develop and gain consensus on new and improved end-to-end processes. The SIG B2B framework provides institutions with an actionable plan to:

  • Reduce or eliminate the need for modifications by leveraging existing Banner features, functions and extensibility tools as needed
  • Align organizational processes with industry best practices
  • Utilize automation tools to improve efficiency

Over a two-week period, SIG completed the B2B exercise with Student Services, Student Accounts Receivable, Financial Aid, Finance, and Human Resources/Payroll. This included:

  • Reviewed Wheaton’s processes against SIG’s over 120 best practice process maps
  • Identified gaps, challenges, opportunities and “quick wins”
  • Prioritized opportunities
  • Identified success metrics
  • Developed a roadmap that included timelines, resource needs, and budget
  • Implementation of “quick wins”
  • Executive briefing, final report and documentation

HOW SIG CAN HELP

SIG’s Back to Basics engagement can be accomplished in two weeks for most if not all functional areas (Student, Financial Aid, Student AR, HR-Payroll, Finance, and Advancement) for Ellucian® Banner and Colleague. The SIG B2B framework can be used to optimize core business and administrative processes, increase automation, provide greater return on existing technology investment, reduce modifications to the ERP baseline, and reduce complexity if you are considering a shift to the cloud.

Wheaton College logo

“The SIG Back-to-Basics project streamlined how we package financial aid, leveraging the built-in capabilities of the system, and providing more timely and improved student services. We received considerable value for our dollar invested.”

— Wendy Woodward -Chief Information Officer at Wheaton College


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