Photo courtesy of: Greg Land

Process optimization: Developing an enterprise-wide approach to operational efficiency in higher education

October 21, 2025  |  David Cruz Jen Frank

THOUGHT LEADERSHIP

Aligning decision making around shared institutional goals


The call for operational efficiency in higher education has never been louder. Universities across the United States are navigating complex challenges – shrinking budgets, shifting enrollment patterns, evolving technology landscapes, and increasing stakeholder expectations. But while the need for streamlined operations is clear, achieving enterprise-w˜ide efficiency is rarely straightforward. Institutions are intricate ecosystems where people, processes, and culture intersect. The key to success is in developing a cohesive, enterprise-level framework that aligns decision-making, prioritization, and collaboration around shared institutional goals.

People and process: The interdependent core

When thinking about operational efficiency, one of the most common missteps institutions make is treating process improvement as a purely technical exercise. In reality, people and process are inseparable. Every workflow, approval path, or system design is shaped by human behavior – and these structures shape how people engage with their work.

For instance, when universities adopt new technologies or restructure administrative functions, the success of those changes hinges on how well teams understand, embrace, and adapt to new expectations. Ignoring the human dimension of process design can result in resistance, confusion, and ultimately, inefficiency.

A holistic approach to process optimization begins with understanding how people interact with systems today. Who touches the process, and where are the friction points? What assumptions inform current workflows? Where does institutional culture reinforce or inhibit efficiency? The answers to these questions provide the foundation for designing solutions that not only improve performance but also resonate with the people who carry them out.

Building a decision-making framework: Establishing a North Star

In higher education, consensus-driven cultures often dominate, and decisions can become paralyzed by competing interests, historical precedents, or personal preferences. Once institutions understand their operational landscape, the next critical step is establishing clear decision-making criteria – a framework that guides choices about where and how to focus improvement efforts.

A well-defined decision-making framework anchors discussions in shared institutional priorities and reduces the influence of individual biases. The framework should be informed by a comprehensive assessment of institutional pain points and business drivers – factors such as student experience, compliance requirements, financial sustainability, and workforce capacity.

From this foundation, universities can identify the outcomes that matter most. Is the goal to reduce administrative burden for faculty and staff? To improve data accuracy and reporting capabilities? To strengthen the student lifecycle experience from recruitment through graduation? Clearly defining desired outcomes ensures that process improvements are not just reactive fixes, but intentional steps toward a well-articulated vision of operational excellence.

Moreover, decision-making criteria promote transparency and accountability. When teams understand how and why priorities are set, they are more likely to engage in change efforts with clarity and trust. This shared understanding builds the cultural cohesion needed to sustain long-term transformation.

Prioritization: Bringing order to the chaos

The truth is, universities can do anything, but not everything. Prioritization is paramount. Institutions must take deliberate steps to inventory operational challenges, assess the feasibility of improvement, and evaluate the potential return on investment for each initiative.

This prioritization process should balance quantitative and qualitative factors:

  • Impact: How significantly will the change improve efficiency, user experience, or compliance?
  • Effort: What level of time, financial investment and organizational change does implementation require?
  • Readiness: Are the stakeholders and systems in place to support the change?
  • Sustainability: Can the new process be maintained and continuously improved over time?

By mapping potential initiatives against these criteria, universities can develop a prioritization matrix – a structured tool that brings order. This approach not only ensures resources are directed where they matter most, but it also helps teams see the intentionality behind each decision. When staff understand why certain efforts are prioritized, they are more likely to buy into the change and champion its success.

From framework to practice: Fostering collaboration and accountability

Developing frameworks and matrices is only the beginning. True enterprise-wide optimization requires ongoing collaboration across departments, transparent communication of outcomes, and mechanisms for performance monitoring. Universities that thrive in this space often invest in governance structures – cross-functional committees, project management offices, or strategic operations teams – that bridge silos and ensure alignment across academic and administrative units.

Effective communication is equally vital. Sharing progress, celebrating wins, and articulating the tangible benefits of change (such as time saved, improved service, or reduced errors) reinforces the value of operational transformation and maintains momentum.

Finally, operational efficiency is not a one-time project – it’s a mindset. Institutions that embed continuous improvement into their culture are better equipped to adapt to new challenges and seize emerging opportunities.

Conclusion: A cohesive path forward 

For higher education, operational efficiency is more than cost savings or streamlined workflows – it’s about aligning people, processes, and priorities in service of the institution’s mission. By developing decision-making frameworks, prioritization strategies, and collaborative structures that reflect their unique context, universities can transform operational complexity into a source of strength. The result is an enterprise that not only runs more effectively but also empowers its people to do their best work in advancing student and institutional success.

 

"The leadership and information from B&D, and the clarity with which they provide it, brings added credibility to the process and ensures that a range of university stakeholders, including senior leadership and our board, are fully informed for – and confident in – their required decision making.”

B.J. Crain, Former Interim Vice President for Finance and Administration
Texas Woman’s University

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