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Implementation

Duration

It is crucial to supply all necessary integration details as soon as possible to provide the best possible service and the fastest implementation time. The document section “Checklist” lists all the required information ProcessMaker needs to ensure a quick implementation and go-live.

The typical variation time varies by installed solutions (TCE for Prospects and TCE for Applicants), the integration method (with or without Banner Ethos and the availability of a database abstraction layer), and the optional SSO setup.

The initial setup and rollout can be as quick as 14 days. However, most implementations range from 1 to 2 months, with some slightly exceeding that based on the availability of the customer resources and ability to collaborate timely.

Timeline: TCE for Prospects

Timeline: TCE for Applicants

Prerequisites and Required Information

To identify required accounts and API keys, please refer to the relevant section below describing Option A and Option B in more detail. Additionally, the checklist appended at the end of this document will briefly list all information required by ProcessMaker to ensure a speedy

Optional Components

Single Sign-On (SSO) in ProcessMaker allows users to log in through a centralized identity provider rather than maintaining separate credentials for ProcessMaker itself. This streamlines access to ProcessMaker’s workflow and process management features while enhancing security and user convenience.

ProcessMaker supports integrations with various SSO providers—including Microsoft (Azure AD), Google, Okta, and other SAML-compatible services—using widely adopted protocols like OAuth and SAML. With these integrations, organizations can unify authentication management and leverage existing identity infrastructures without disrupting users’ login experiences.

Security & Compliance

Visit our Security Trust Center for details on our unwavering commitment to providing a secure and reliable platform. Trusted by 3 million users and customers worldwide, at ProcessMaker, we prioritize transparency and aim to empower our customers with the information they need to trust in the security and resilience of our services. Explore the Trust Center to gain insights into the safeguards we have in place to protect your data and ensure uninterrupted business operations. Your peace of mind is our top priority.

Compliance Certifications

Other Relevant Certifications

  • Higher Education Community Vendor Assessment Toolkit (HECVAT) — ProcessMaker has completed a HECVAT self-assessment for ProcessMaker’s BPM Platform product and the TCE solution built upon this platform. These assessments detail our compliance with industry standards and the security protocols built into our infrastructure and services.

  • Family Educational Rights and Privacy Act (FERPA) — ProcessMaker is dedicated to helping our customers meet their obligations under the FERPA. Through robust security and privacy measures, our platform ensures that student records remain protected and can only be accessed by authorized personnel. To learn more about FERPA requirements, please visit the U.S. Department of Education’s website.

  • California Consumer Privacy Act (CCPA) — ProcessMaker is fully committed to helping our customers fulfill their obligations under these data regulations by providing convenient tools and integrating strong privacy and security safeguards into our platform and agreements. To learn more about your responsibilities as a business under the CCPA, you can visit the California Office of the Attorney General’s website.

  • General Data Protection Regulation (GDPR)* — ProcessMaker is committed to complying with the General Data Protection Regulation (GDPR), a new EU data privacy regulation effective May 25, 2018. The regulation gives EU citizens more control over their personal data and unifies several existing privacy and security laws under one comprehensive law. * Relevant for ProcessMaker’s customers in the European Union (EU).

Course Articulation Overview

Watch the following product tour to learn how course are transferred from student transcriptions to Banner:

Student Information System (SIS) Integration

There are two options to integrate with your Student Information Information. Click on the links below to learn more.

Option A Integration via Ellucian Ethos (Recommended)

Option B Integration via Ellucian Tables

Please note that this edition of the “Transfer Credit Evaluation (TCE) — Technical Documentation” is only valid for integration with Ellucian Banner.

If you operate a different SIS, please contact ProcessMaker to provide the respective documentation.

SSO (optional)

The required SSO parameters depend highly on the single sign-on provider used. Please refer to the ProcessMaker online documentation for SSO at https://docs.processmaker.com/docs/sso-settings.

The online documentation contains a section for all relevant services:

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