From Chaos to Automation: Transforming Transfer Credit Evaluation Through Process Innovation

Learn how our institution transformed transfer credit evaluation from a manual, months-long process into a streamlined, technology-enabled workflow. This session highlights the journey from disconnected systems and undocumented business practices to automated articulation rules and modern transcript processing. Attendees will gain practical strategies for building partnerships, managing change, improving efficiency, and creating scalable transfer credit operations that improve efficiency, consistency, and service for students submitting transfer credit requests.

Presenter(s):

Patrick Sullivan University of Massachusetts - Amherst

Morgan Donovan-Hall University of Massachusetts Amherst