From onboarding new students to managing devices and collecting feedback — schools have multiple workflows to manage. Learn how to face the most common challenges and make them go away using automation.
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Schools are constantly juggling a variety of workflows, from onboarding new students to managing devices , collecting students feedback, getting field trip approvals, assigning substitution teachers, ensuring data security — on and on it goes. These processes, while essential, are often time-consuming and prone to human error — especially for schools with limited IT resources. But there’s a solution: automation.
In this post, we’ll explore three of the most common workflow challenges schools face and show you how automation can simplify and streamline these processes, saving time and reducing stress for staff and educators.
Challenge 1: Inefficient Student and Staff Onboarding/Offboarding
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The Problem
Onboarding new students and staff often involves multiple steps, such as creating Google Workspace accounts (if a school is using Google Workspace as their productivity environment), assigning permissions, adding to the groups, communication with the newcomers via email (welcome emails, etc.) and distributing resources. Offboarding is equally complex, requiring prompt deactivation of accounts to prevent security risks.
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The Impact
Manual processes lead to delays, errors, and overlooked tasks, increasing the risk of unauthorized access to sensitive data.
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The Solution
Automation platforms like Zenphi streamline onboarding and offboarding by automating key tasks:
- Automatically create accounts and assign roles when new users are added to a database.
- Revoke access and archive important data as soon as someone leaves the school.
- Trigger welcome emails with important information for new staff or students.
- Create automatically follow-up emails if action is taken/not taken within th first email sequence.
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The Result
Onboarding and offboarding of students are completed in minutes, freeing up IT teams and ensuring no steps are missed.
Zenphi has helped multiple schools with education workflow automation . Contact our team to learn about our special offers for educational institutions and set up a call with your peers who’re eager to share their experience with Zenphi.
Challenge 2: Managing Shared Devices Like Chromebooks
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The Problem
Schools often rely on shared devices, like Chromebooks, which require strict management to prevent misuse and ensure security. Manually locking and unlocking devices, setting permissions, or tracking usage can be overwhelming for IT teams.
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The Impact
Delays in device setup or security risks due to inconsistent policies can disrupt learning and strain already tight budgets. Funds that could be used for educational resources are instead spent replacing devices that were mishandled or misused.
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The Solution
Automate device management with workflows that:
- Lock devices to specific users to prevent unauthorized access or swapping between students.
- Reset devices at the end of each term or session to ensure compliance and data security.
- Track device usage and send alerts for lost or misplaced devices, reducing loss rates.
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The Result
IT teams spend less time on routine tasks, students have reliable access to devices, and schools save money by minimizing misuse and loss
Challenge 3: Communication Bottlenecks
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The Problem
Keeping parents, teachers, and substitute staff informed is critical, but managing communication manually can be chaotic and time-consuming. Missed updates or delays in notifying substitutes can lead to confusion and inefficiencies.
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The Impact
Important messages can fall through the cracks, leading to frustrated parents, unprepared substitute teachers, and poor coordination.
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The Solution
Use automation to streamline communication:
- Automatically send weekly progress reports to parents.
- Notify substitute teachers of assignments and updates in real time.
- Automate reminders for parent-teacher meetings, permission slips, and event updates.
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The Result
Clear, timely communication improves engagement and reduces the workload for administrative staff.
Zenphi has already helped to build thousands of workflow automations for schools , implementing best practices globally. Contact our support team to get a guided setup for a workflow of your choice for free!