New Fee/Change Request 

Project Scope:
Review the current paper process for Academic/Administrative fee request. Create a new electronic process using Softdocs software with electronic approvals, tracking, email and reminder notifications. 

PROPOSED TIMELINE: January 2023 - April 2023 

"TO BE" Mapping (Future State)

Project Updates:

• Created an electronic process using Softdocs
• Incorporated workflow for electronic approvals 
• Automated email notifications & reminders
• Streamlined the process flow and eliminated two review roles
• Form Tracking available in Softdocs
• New Index request information incorporated into the form, eliminating the need for an additional process
• Auto populate Banner data for the submitter, requester and financial managers 

Project Team:

• Deborah Keeney, Financial Planning
• Helen Johnson, Provost Office
• Shermia Cherry, B&F Reporting & System Initiatives
• Shruti Bapat, University Process Improvement - Business Process Analyst
• Colette Williams, University Process Improvement - Project Manager

 Phone: 901.678.2213  |   E-mail: processimprovement@memphis.edu