| Initiative Title | Integratable Form Creation Software | 
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| Submitted in Previous Year(s) | No | 
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| Critical Information, Notes, Justification, Rationale | Kuali Build is a no-code custom form and workflow automation platform that would replace MachForms.  This service when used in conjunction with TeamDynamix's (TDX) Integration Platform as a Service (iPaaS) and DreamFactory's API interface would allow for the creation of forms that would have the capability to add information directly into backend services such as Banner.  This would streamline and reduce the overall time spent on data entry across the campus.  With the successful rollout of our first fully integrated form during the 23/24 Academic year, we will continue to transition critical forms to the new Kuali Build system. | 
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| Consequences of this initiative not being funded | By not funding this initiative, the campus would need to continue to rely on staff to take information gathered from forms and input that into the requisite backend service. | 
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| Department Goals | Improved Integrations | 
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| Programs |  | 
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| Locations |  | 
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| Estimated Completion Date |  | 
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| Will this initiative span multiple budget years? | Yes | 
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| Importance | High | 
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| Funding Source | Operating Budget | 
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| Created | 01/23/2024 10:40 am | 
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| Updated | 01/23/2024 10:41 am | 
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Institutional Goals
    
        
        
            | Goal | How will the initiative support this institutional goal? | 
        
        
                
            | 
STRATEGIC PLAN 2020-2025
Sustain and Invigorate Our Planned Future: Reimagine Human, Financial and Physical Resources
Goal #1:  Improve the effectiveness of our human resources to achieve holistic, student-centered outcomes that enhance the student and employee experience | This would allow staff to spend less time entering data and more time serving the communities they are tasked with supporting. | 
                    
    
 
 
Action Steps
    
        
            | Action Step | Responsible Party | Order | 
    
    
                    
                | Migrate Forms from MachForms | Campus Community | 1 | 
                    
                | Migrate Additional Forms to Kuali Build | Information Services Team | 2 | 
                    
                | Create Sustainable Training Program for College Power Users | Information Services Team | 3 | 
                    
                | Create and Migrate Forms | SUNY Orange Power Users | 4 | 
            
 
 
Expected Outcomes
    
        
            | Outcome | Order | 
                    | Reduced Data Input by SUNY Orange Personnel | 1 | 
                            
                    | Less Data Entry Errors | 2 | 
                    
    
 
 
Assessment Methods
    
        
        | Method | Description | Other Method | Responsible Party | 
            | Observations | Information can be collected while observing “events” (including, sponsored activities, student {office staff} sessions, etc.) in the natural setting.  Observation can provide information on student behaviors and attitudes. |  | Campus Community | 
                    
    
 
 
Resources
    
        | INITIAL YEAR COST: | $32,068.00 | 
    
        | RECURRING COST: | $32,068.00 | 
Equipment 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Facility 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Supply 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Staffing 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Training 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Marketing 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                        
                | TOTAL: | $0.00 / $0.00 |  | 
        
    
 
 
Other 
    
        
            
                | Need | Cost (Initial/Recurring) | Supporting Departments | 
        
        
                            
                    | Kuali Build Licensing | $32068.00
                                                    / 32068.00                                                                            (1st year) | 
                                                            Information Technology, CIO Office | 
                        
                | TOTAL: | $32,068.00 / $32,068.00 |  | 
        
    
 
  Prioritization
             This is initiative is ready for prioritization.
    
    Assessment
    
    
| Date | Department Name | Status | Cost to Date | Funding Source |  | 
| No results found. |