Automate the workflows that eat your administrative staff alive.
Built for Banner, Colleague, and PeopleSoft environments. Every automation connects the systems you already have — no platform replacement required.
IT Account Provisioning
From enrollment to access in under 30 minutes. Automated lifecycle across every system.
Banner · AD/Entra ID · Canvas · M365
- ✓Student, faculty, and staff account creation
- ✓License assignment and group membership
- ✓Automated deprovisioning and offboarding
- ✓Orphaned account cleanup and remediation
Enrollment & Registrar
Transfer credit evaluation, degree audits, and cross-system data reconciliation.
Banner · Colleague · PeopleSoft
- ✓Transfer credit evaluation workflows
- ✓Degree audit automation
- ✓Cross-system enrollment data sync
- ✓Waitlist and registration processing
Financial Aid Automation
Verification workflows, document collection, and compliance reporting.
Banner · PowerFAIDS · Salesforce
- ✓Verification workflow automation
- ✓Document collection and tracking
- ✓SAP/SULA compliance reporting
- ✓Award packaging and disbursement alerts
Employee & Adjunct Onboarding
Automated onboarding across HR, IT, and LMS from day-one offer acceptance.
Workday · AD · Canvas · M365
- ✓New hire IT provisioning
- ✓Adjunct course assignment automation
- ✓Benefits enrollment triggers
- ✓Offboarding and access revocation
Admin Compliance & Reporting
IPEDS, accreditation, and audit-ready data pipelines that run themselves.
Banner · Argos · Tableau
- ✓IPEDS submission automation
- ✓Accreditation data compilation
- ✓Audit-ready documentation pipelines
- ✓Custom compliance dashboards
Student Communications
Triggered, personalized communications at scale — enrollment to graduation.
Salesforce · Canvas · M365
- ✓Enrollment trigger communications
- ✓Financial aid status notifications
- ✓Academic progress alerts
- ✓Graduation and clearance workflows
Connect your research systems. Reduce compliance risk.
Built for Huron, Click Commerce, and InfoEd environments. From IRB pre-screening to HERD survey automation — every service connects the systems you already have.
Research Compliance Automation
IRB, IACUC, and IBC submission pre-screening, automated reviewer routing, and cross-committee coordination.
Huron/Click · CITI · eRA Commons
- ✓Submission completeness pre-screening
- ✓CITI training verification and monitoring
- ✓Automated reviewer assignment and routing
- ✓Cross-committee (IRB + IACUC + IBC) coordination
Pre-Award & Proposal Management
Proposal routing automation, deadline escalation, budget pre-population, and compliance pre-checks.
Huron/CERES · Grants.gov · Research.gov
- ✓Automated proposal routing and approval
- ✓Budget template pre-population from HR/Finance
- ✓COI and debarment screening automation
- ✓Deadline escalation and tiered alerts
Post-Award & Closeout Automation
Closeout tracking, effort certification alerts, cost transfer workflows, and subaward monitoring.
Huron/CERES · Banner Finance · ERP
- ✓Automated closeout pipeline (Emory model)
- ✓Effort certification reminders and tracking
- ✓Cost transfer routing and documentation
- ✓Subaward monitoring and compliance
Research Analytics & Reporting
HERD survey automation, cross-system dashboards, and research productivity metrics.
Huron SQL Views · Banner · HERD/NSF
- ✓HERD survey automation (64 hrs/yr)
- ✓Cross-system research dashboard
- ✓Federal reporting pipeline automation
- ✓Research productivity analytics
Start with a free workflow audit.
We'll map your current workflows, identify your highest-impact automation opportunities, and give you a clear picture of what's possible — on both the admin and research sides — before you commit to anything.