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U. of Michigan Automates Tracking Data Improving Its Operations

5/1/2004

Large organizations require access to information on a timely and organized basis to track the efficiency of their internal processes, understand their performance, and stay abreast of changes in their external environments. Unfortunately, this information tends to be located in diverse places, reflecting the fact that the requisite information is usually embedded in a wide range of files, documents, and other "hard copy" sources. Gaining access to and organizing this information can be difficult – but it d'esn't have to be this way. The University of Michigan School of Social Work is a model of how an educational organizations can streamline back end processes and save time and money.

The School of Social Work (SSW) is part of the research university in Ann Arbor was particularly concerned about improving its operation because of its complex nature; students study in Social Work and five different social sciences: anthropology, economics, political science, psychology, and sociology.

The challenge SSW faced was keeping track of hundreds of students in order to understand who they are and what they are doing. SSW also needs to generate reports for internal and external reviews, annual reports, research grants, and various other activities. For example, the federal government routinely asks for data on students and student performances, and providing this data is key to keeping the university functioning. Also, SSW reports to the university on an annual basis and to external constituent groups.

Until recently, SSW used a hard copy filing system and tracked everything manually. Staff members would dig up a file, scour through it for the desired information, and return it to its filing place, a process that made it difficult to extract data from documents efficiently.

A year ago, SSW invested in Alchemy, a paperless document management system developed by IMR. Student files, committed minutes and other types of information are scanned into the Alchemy repository, which currently holds approximately 60,000 records. This process consolidates data for easy retrieval.

For example, for a grant report for the National Science Foundation, SSW may need to provide data on alumni, such as how many alumni participated in certain programs. Staff members simply access the repository, and a quick search reveals the desired data. SSW can then copy the data onto a CD and ship it to the foundation; SSW can also email or print out and send the information by hard copy.

Alchemy is being used school-wide by dozens of employees, who can access the repository simultaneously while maintaining the confidentiality of the records. In SSW, nearly a half-dozen staffers use the system, while it is used by an additional two dozen or so in other offices, including the Dean's Office, the registrar's office, and the office of student services. Here are some of the benefits SSW has seen:



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