Name: Advanced Workflow Approvals: A District Perspective
Start: 2026-10-13T10:45:00-0400
End: 2026-10-13T11:30:00-0400

Advanced Workflow Approvals: A District Perspective

LIMITED

Tuesday October 13, 2026 10:45am - 11:30am EDT

Piedmont 5

Limited Capacity seats available

Implementing PowerSchool Advanced Workflow is more than a technical project—it's a change management journey that requires collaboration, persistence, and a shared vision for improving business processes. In this session, I will share our district's experience from the initial decision to implement Advanced Workflow through final go-live and adoption.

Participants will learn about the challenges we encountered, including balancing district technology security standards with PowerSchool requirements, and the lessons we learned while navigating those complexities. I'll highlight key successes, practical tips, and strategies that helped keep the project moving forward during a multi-year implementation.

The session will also focus on the critical role of partnership and communication among the Business Office, Technology Department, and the PowerSchool Advanced Workflow team. Attendees will gain insight into how this collaborative approach helped maintain momentum, overcome obstacles, and ultimately achieve successful implementation of requisition and journal entry approvals, with additional workflows continuing to expand.

Whether you are just beginning your Advanced Workflow journey or looking to optimize your current implementation, this session will provide real-world experiences, lessons learned, and actionable takeaways to support your success.

Speakers

Vicki Garcia

Executive Director of Financial Operations, Denton Independent School District

My name is Vicki Garcia, and I've spent the last 24 years working in public education, with 18 of those years in school finance. I've had the opportunity to work in districts ranging from about 6,000 students to 35,000 students, which has given me experience with a variety of district... Read More →

Tuesday October 13, 2026 10:45am - 11:30am EDT
Piedmont 5 Piedmont Level - 12th Floor

PS ERP/eFinancePlus, Admin/Cognos

2026 SNUG K-12 National Conference

Vicki Garcia

Get help with the event

2026 SNUG K-12 National Conference

Vicki Garcia

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