Problem
Overwhelmed by Manual Compliance Tracking Across 3 Systems
A major clinical program within a university's Department of Medical Laboratory Sciences faced serious operational strain. The director, responsible for onboarding over 50 students annually into clinical rotations, was stuck managing hundreds of compliance documents using spreadsheets, fragmented email threads, and a learning management system unsuited for complex workflows.
Each student submitted eight required compliance documents, totaling over 400 pieces of paperwork. Reviewing, following up, and validating these consumed more than 70 hours every cycle. Many documents required correction, further compounding delays. Manual data entry across three systems increased clerical errors, frustrated students, and made reporting to the Dean's Office a time-consuming ordeal. With internal and external stakeholders needing visibility and input, the compliance burden became unmanageable.
A failed attempt to implement a costly off-the-shelf clinical tracking platform only underscored the need for a flexible, user-built alternative tailored to Allied Health—not just nursing or PT programs.
Q1
Solution
A No-Code, End-to-End Compliance System Built in SmartSuite
SmartSuite became the backbone of a unified compliance management system. Starting with a single clinical rotation solution, the director built custom applications without coding: a student database, compliance tracker, and document library.
SmartDocs were used to deliver readable, interactive policies directly to students. Fillout integrated to automate knowledge quizzes and signature collection. Relay handled complex branching logic—automatically updating compliance statuses and triggering email alerts based on quiz results. Linked records connected student data to their compliance tasks, while SmartSuite’s dynamic buttons allowed context-aware form completion.
Dashboards provided real-time overviews of student progress and task completion, enabling faster review and reducing reliance on spreadsheets or manual emails. Secure sharing settings ensured only the right stakeholders accessed sensitive information.
Q2
Result
70+ Hours Saved and 75% Cost Reduction Without Added Staff
Within a semester, the department eliminated 70+ hours of manual compliance work. All students were onboarded using one system, with automated document tracking, email reminders, and error-free submissions.
When students completed required quizzes and acknowledgements, SmartSuite auto-ingested signed PDFs and updated statuses without staff intervention. Stakeholders could view key dashboards while being locked out of irrelevant data, thanks to SmartSuite’s granular permissions and filtered views.
The director described the shift as "night and day" from prior years—reporting that she could now respond to Dean's requests in minutes instead of hours. Students had clarity on what was due and when, while clinical partners appreciated the improved professionalism and organization.
Most impressively, the director estimated that building this in SmartSuite saved 75-80% compared to the previous failed solution—all without hiring extra administrative help.
Q3
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