Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey Solution Manager - Education Lexmark Enterprise Software [email protected]
Parchment Receive
§ Combine all PDFs into a single Web Download File
§ Filter and route directly to SFTP directories
§ Automatically index into SIS, CRM or ECM system
§ Multiple file formats: TIFF, PDF, PESC-XML or EDI
Reduce manual labor:
print once or route automatically
Complete more applications:
request on behalf of students
§ Embed transcript requests in application workflow
§ Request all final transcripts in a single transaction
§ Request transcripts on a student’s behalf
Collect from multiple sources:
unified inbox
§ Automatically collect transcripts from your email inbox, SPEEDE, Naviance, CommonApp, eTranscript California and more into a single inbox
Increase student satisfaction:
step-by-step tracking
§ Real-time online tracking § Request transcripts
seamlessly as part of application process
§ Comparative data helps you recruit your ideal class
� Perceptive Content ECM
� Perceptive Data Transfer (PDT)
� Perceptive Intelligent Capture for Transcripts
Lexmark Product Suite
Perceptive Automation Continuum
Manual Retrieval
Scan/Import and Link
Manual SIS Updates
Scan/Retrieve
Auto Retrieval Scan/Import
Intelligent Capture
Extraction
Auto Match & Link
Transcript eForm
Data Upload Checklisting Coursework PESC/EDI
Equivalency
Full Automation
Automatic Retrieval
Scan/Import and Auto Link
Data Upload Checklisting PESC/EDI
Workflow
Workflow & Data Automation
Processing Staff
1. Lynn, an admissions processor receives notice that she has transcripts from Parchment available for download
2. She logs onto the Parchment Exchange
3. Locates and selects the file ready for download
4. Drags them to a destination where they are zipped into a single file
5. Unzip the file to a directory on a PC or network
Manual Retrieval and Manual Processing
Processing Staff
Manual Linking and Checklist Updating
� Manual retrieval of documents from the exchange
� Manual search/lookup of student ID and Institution ID
� Manual data entry of checklist items
� Manual linking and entry of custom properties
� Manual data entry of more data at each downstream process
ID# ID# ID#
Processing Staff
Processing Staff
Perceptive Content Folders
Processing Staff
Registrar Staff
Advising
Perceptive Automation Continuum
Manual Retrieval
Scan/Import and Link
Manual SIS Updates
Scan/Retrieve
Auto Retrieval Scan/Import
Intelligent Capture
Extraction
Auto Match & Link
Transcript eForm
Data Upload Checklisting Coursework PESC/EDI
Equivalency
Full Automation
Automatic Retrieval
Scan/Import and Auto Link
Data Upload Checklisting PESC/EDI
Workflow
Workflow & Data Automation
Supervisor
Automatic Retrieval and Automatic Processing
Perceptive DataTransfer
ID#
ID#
ID#
ERP/SIS System Perceptive Content Folders
1
2
3
5 6
Processing Staff
� Automatic download of indexing data and documents
� Automatic searching for student and institution
� Automatic data entry of Checklist Items in SIS
� Automatic linking and indexing of document in ECM
� Automatic routing in workflow
� Requires manual data entry of course level data downstream
Automatic Retrieval and Automatic Processing
Perceptive automation continuum
Manual Retrieval
Scan/Import and Link
Manual SIS Updates
Scan/Retrieve
Auto Retrieval Scan/Import
Intelligent Capture
Extraction
Auto Match & Link
Transcript eForm
Data Upload Checklisting Coursework PESC/EDI
Equivalency
Full automation
Automatic Retrieval
Scan/Import and Auto Link
Data Upload Checklisting PESC/EDI
Workflow
Workflow & Data Automation
Automatic retrieval, automatic processing and automatic extraction
Perceptive DataTransfer
ID#
ID#
ID#
ERP/SIS System Perceptive Content Folders
1
2
3
Perceptive Intelligent Capture for Transcripts
PDF routed to Intelligent Capture for Transcripts
Automatic classification and extraction
Users verify extraction
Can be routed to knowledge worker for further review
Export for upload to SIS
XML CSV Text DBF XLS
Transfer credit evaluation process
Articulation Database
Updated on Transcript eForm
Accept
Accept & Update
Deny
Course Equivalency Review eForm
Perceptive automation continuum
Manual Retrieval
Scan/Import and Link
Manual SIS Updates
Scan/Retrieve
Auto Retrieval Scan/Import
Intelligent Capture
Extraction
Auto Match & Link
Transcript eForm
Data Upload Checklisting Coursework PESC/EDI
Equivalency
Full automation
Automatic Retrieval
Scan/Import and Auto Link
Data Upload Checklisting PESC/EDI
Workflow
Workflow & Data Automation
Thank you Shara Gilkey Solution Manager - Education Lexmark Enterprise Software [email protected]