Forms and spreadsheets
The original process required extensive manual entry and reporting.
Education support solutions
About
Jesuit university: Rockhurst University serves approximately 3,000 students in Kansas City and offers more than fifty undergraduate and graduate programs. Creative service workflow: Public relations and marketing teams coordinate campus job requests. Cross-campus use: Admissions and advancement also adopted the service workflow.
The original process required extensive manual entry and reporting.
Education support solutionsClients lacked regular visibility into job progress.
Physical job jackets could be misplaced.
The team needed customizable job forms, a seamless process from intake to delivery, and integration with Microsoft Outlook and Slack.
The team tested the experience with clients and refined it over time.
Custom forms captured the details required for each job.
Email remained the main channel while conversations stayed connected to tickets.
Custom fields, ticket statuses, and JavaScript customization reflected the work from intake through completion.
Teams could assign work and keep owners clear.
Participants could follow jobs and keep each other informed.
Public relations, marketing, admissions, and advancement used the workflow.
The university planned to extend HappyFox to more teams.
“Several teams are successfully utilizing HappyFox, and we plan to roll it out to the whole University in the near future.”
