Rethinking Refunds: How Roger Williams University Achieved Faster Turnaround, Greater Visibility, and Better Control

About this Webinar

Roger Williams University has spent more than a decade building and refining Etrieve workflows across campus. Over time, the team has taken on increasingly more complex processes, including workflows that cross departments, involve multiple stakeholders, and require a high level of coordination. 

Instead of treating processes as fixed, RWU’s Etrieve team continually adjusts and improves them as new information comes to light or needs evolve. That work has led to measurable results. 

Their most recent form, the Refund Request, has reduced the Bursar’s Title IV processing effort by 90%, and overall student refund turnaround has gone from one week to two days. 

Join Mary Pittari and Sara Roberts from Roger Williams University for a 45-minute Demo Day where they’ll share their screens and walk through the Etrieve Refund process their Bursar and Financial Aid departments use today.

• See how RWU implemented a phased approach to refine workflow over time
• Walk through an example of this complex, cross-functional process
• See how the current refund workflow helps reduce processing time & manual work
• Hear what the team has learned from a decade of developing in Etrieve

This is a chance to see the workflow, hear how it was built, and get a firsthand look at what long-term process improvement with Etrieve can look like in practice for your campus.

Presenters