Education Operations

Your SGA manages data.
CaseFy orchestrates the processes.

From complete enrollment to MEC preparation, from transfers to disciplinary processes — orchestrate every educational operation with regulatory deadlines, student portal and AI agents.

Free for up to 3 users. No credit card required.

The SGA stops here.

After the curriculum and billing, your operations enter no man's land.

What the SGA does well

Student and class records
Curriculum and grades
Billing and finances
Student portal (grades, attendance)

What the SGA does NOT do

Orchestrate complete enrollment with 10+ document collection
Inter-institution transfers with equivalence analysis
Scholarship processes with document collection and approvals
Disciplinary processes with confidentiality and audit trail
Faculty credentialing and recredentialing
MEC evaluation preparation with multi-department checklist

In educational operations, the SGA handles academic data. The processes that keep the institution running live in email, WhatsApp and spreadsheets.

Sound familiar?

The student sent documents 5 days ago and no one confirmed receipt.

Registrar Analyst

The coordinator hasn't analyzed the equivalence and the semester starts next week.

Academic Registrar

The registrar's office spends 4 hours a day chasing pending items on WhatsApp.

General Director

The regulator asked for disciplinary process evidence and it took 3 months to compile.

CPA President
The solution

Every academic process becomes a case.

A case is the complete lifecycle of the operation — with documents, approvals, regulatory deadlines, student portal and AI agents.

Application
Documentation
Validation
Analysis
Contract
Setup
Enrolled
SGA
CaseFy

Everything the SGA lacks. Everything the registrar needs.

SLA per stage

Documentation (7d), Validation (2d), Contract (3d). Automatic alerts when delayed.

Documents + Portal

Student submits ID, transcript, proof via portal. Zero WhatsApp document photos.

Formal decisions

Transfer approval, equivalence review, disciplinary decision — with justification.

Student portal

Students track enrollment, submit docs and sign contracts without calling the registrar.

AI Agents

Doc Reviewer validates documents. Deadline Guard monitors deadlines. Summarizer generates reports for the registrar.

90+ permissions (privacy)

Disciplinary processes with restricted access. Minor data protected.

Immutable timeline

Who decided, when, why. Evidence ready for accreditation.

Automations

Docs complete? Advance. Contract signed? Create institutional email and unlock LMS.

4 steps to orchestrate educational operations

01

Create your academic template

Define stages, documents, owners, SLAs and automations.

02

Open a case for each student

Each enrollment, transfer or process becomes a case with its own lifecycle.

03

Involve the student

External portal to submit documents, sign contracts and track the process.

04

Let AI work

Agents validate documents, monitor deadlines and generate reports automatically.

Ready-made templates

6 templates for educational operations

Complete Enrollment

8 stages

From application to onboarding. 10+ documents, validation, contract, academic setup and welcome.

Transfer (Incoming)

8 stages

Equivalence analysis, coordinator review, board approval and schedule adjustment.

Scholarship Selection

8 stages

Socioeconomic collection, committee analysis, approval. Traceable for MEC audit.

Disciplinary Process

9 stages

Report, investigation, hearing, review, decision, appeal. Confidentiality and audit trail.

Faculty Credentialing

7 stages

CV, diplomas, coordinator analysis, board review. MEC compliance.

Institutional Evaluation (MEC)

10 stages

PDI, PPC, infrastructure, faculty, alumni. 12-24 months orchestrated.

Numbers that matter

3 days
Complete enrollment
vs 7-15 days current
Zero
Lost documents
vs 20-50/semester current
20min
Chasing pending items/day
vs 3-4h current
Minutes
Evidence for regulators
vs 3-6 months current

CaseFy vs. Traditional SGA

Operational need
Traditional SGA
CaseFy
Orchestrate multi-dept enrollment
Form + basic checklist
Cases + Stages + Tasks
Collect student documents
Manual upload or in-person
Portal + Forms + Documents
Chain approvals (transfer, scholarship)
Email / memo
Decisions + Review Requests
Educational contract signing
In-person or separate
Integrated Digital Signature
Student tracks enrollment
Portal (grades/billing only)
External portal + Chat
AI that validates academic documents
N/A
Native AI Agents
Audit trail for accreditation
Partial activity log
Immutable timeline
Confidentiality (disciplinary, privacy)
Limited
90+ granular permissions
Compliance & Regulation

Built for educational regulation

MEC/INEP

PDI, PPC, faculty and alumni evidence organized and traceable.

Privacy Laws

90+ permissions, encryption, audit trail. Minor data protected.

CPA

Timeline + documented decisions = evidence ready for self-evaluation.

Regulatory Deadlines

SLA per stage with automatic alerts + Deadline Guard agent monitoring 24/7.

Education Board

Credentialing and recredentialing processes with complete trail.

Educational Contracts

Digital signature integrated into the flow. Legal validity.

Complementary, not a replacement

Use with your SGA. Not against it.

CaseFy doesn't replace your student information system. CaseFy orchestrates the operational processes those systems don't cover.

PowerSchool
Ellucian
Blackbaud
Infinite Campus
Canvas

Integration via webhooks + Zapier/Make. Native integrations coming soon.

Educational operations need more than an SGA.

Start free with the Complete Enrollment template. No credit card, no migration.

Free for up to 3 users. Templates ready to use.