Transition to Remote Services
Service Designer
Problem: The University of Maryland's Economics Department's (ECON) process to declare the economics major was high-touch, involving in-person workshops, in-person meetings, paper files, and several paper forms. Additionally, the change of major process was multi-layered, progressing through two separate offices (the department-level advising office and the college-level advising office). The COVID-19 pandemic led all university advising offices to transition from completely in-person to completely remote. As the lead academic advisor for the change of major process, I was tasked with re-designing this service to fit our new remote format. The new remote change of major process had to:
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minimize barriers to students wishing to declare the economics major,
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align with the college-level advising office's policies and procedures for change of majors,
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could not add to advising staff's workload. As one of the largest majors in the college, supporting 1,200+ students, we could expect to receive over 100 students interested in changing their major to economics each semester.
Solution: I transitioned towards a self-service model by transforming our in-person workshop into an online course. The online course included recorded PowerPoint presentations, which could be easily updated as policies changed, and quizzes to confirm students' understanding of relevant policies and procedures before granting access to complete the required (and now electronic) forms. I collaborated with the college-level advising office to establish a clear workflow between our two virtual offices.
Advisors still needed to review students' records for eligibility before granting access to the course. Advisors also still needed to review each student's electronic forms before forwarding to the college-level advising office for final processing. However, advisors no longer needed to host workshops and no longer had to meet with students one-on-one (unless there were significant issues with the student's forms). To further streamline the process and maintain consistent communications, I created template emails that covered common scenarios.
I also created template notes for the university's online student management system in order to maintain clear, consistent tracking of the student's progress through our change of major process (including any special exceptions) and could be viewed by any advisor at the university.
Outcome: Compared to our previous high-touch process, the new process:
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has less barriers to students wishing to declare the major
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enables students to complete their part of the process within one hour (compared to 1 full day)
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no longer requires students to meet with an advisor unless they want to or have unique circumstances
The new change of major process saved advisor time and reduced barriers for students so much that it was maintained even after operations returned to in-person. Our online course and new workflow was adapted by other large majors in the college. We also used it as a model for the creation of a virtual new student orientation workshop that was adopted by all majors in the college.