Expanding the Value – From Employee to Student

by Jennifer Wilson

As our tradeshow schedule slows down a bit for summer and we begin to prepare for the rush of industry events this fall, we’ve been busy reflecting on what we have learned so far in 2017. In the last year alone, I’ve seen our company’s presence, brand and message evolve significantly. Our employee base has grown almost 40 percent, we’ve continued to enhance long-term existing customer relationships with the introduction of our next generation Etrieve platform and we’ve seen increased opportunities in building out relationships with new customers looking to replace outdated technology. At the end of the day, we’ve learned a lot about who we are as a company, who we are becoming and who we want to be. Much of this learning process has been fueled by existing and prospective customer conversations at these events.

After spending many years in the enterprise content management (ECM) space, it’s been interesting to see the drivers of what today’s market holds. Traditional paperless solutions were meant to increase efficiencies for the back office. Paper-intensive processes, lost records and countless rooms of files bombarded institutions. From cross-departmental processes to campuses spread across counties and states, collaboration was, and still is, limited in a paper-based world. The goal of these ECM implementations was to rid the institutions of  paper and improve business operations from HR to finance and student services.

As I’ve chatted with registrars, administrators and others over the last couple months at various tradeshows, I’ve seen a transition in their technology initiatives. At the root, they are still looking to improve these back office operations, but they’ve added a new player to the game…the student. As student demands become targeted around instantaneous access to information, institutions are forced to match these needs. Not only do processing times require reduction, student requests need to be handled electronically at any time from any device.

What does this mean for today’s institutions and their tech buying processes? All in all, they are simply having to factor in another voice and another value. The end users of the systems they leverage are no longer limited to their employees. The solutions [...]

Softdocs Replaces Nolij Web at Montana Tech

by Andrew Daniel

Etrieve Platform to Improve Productivity and Eliminate Paper Across Institution’s Student Service Offices

Softdocs, an enterprise content management, e-forms and workflow provider exclusively for the education market, today announced that Montana Tech, a public university located in Butte, Montana, is using Etrieve for its enterprise content management (ECM) needs.

Previously leveraging Perceptive Nolij Web, Montana Tech selected Softdocs to help the institution eliminate paper and manual processes across their student services offices. Softdocs will help Montana Tech minimize paper records, improve student and employee service and increase overall processing efficiencies.

“We chose to work with Softdocs based on Etrieve’s fully browser-based design, education-exclusive development and service efforts, as well as integration capabilities with our ERP solution Banner® By Ellucian,” said Jennifer Simon, Director of Information Services, Montana Tech.  “Additionally, the mobile-first methodology and intuitive user interface of Etrieve, proved it to be a great investment.”

The Etrieve solution provides institutions with the ability to automate complex back office processes and offers employees and students with access to relevant documents in a secure manner from any device.

“While the disruption in the ECM space can be daunting for institutions, it’s also a great opportunity for improvement,” said Andrew Daniel, Vice President Corporate Strategy for Softdocs. “Many schools are facing end-of-life announcements and acquisitions of their ECM solutions. As we start to work with many of these schools, it’s been Etrieve’s next generation technology approach and our exclusivity to the education marketplace that is really setting us apart.”

The Etrieve platform offers ERP-integrated applications that store and organize content, as well as redefine common business processes, reducing the need for paper and improving productivity across the entire organization. For more information, please visit softdocs.com.

Softdocs Travels to Bend for OrACRAO

by Tom O'Rourke

Last week I had the pleasure of attending Oregon ACRAO in Bend, Oregon. This was my second time visiting the city along the Deschutes River, and once again, it didn’t disappoint. From the accommodations, to the weather and breathtaking views of the snow on Mount Hood, it was a wonderful trip!

The OrACRAO conference was very much like the city of Bend – nice and cozy! The conference had just over thirty institutions in attendance, giving me the opportunity to visit with every attendee. As they broke into small groups and made their way around the exhibit area, it mimicked a speed dating round. Each person quickly stopping by every booth and trying to take in as much information as they could before moving on to the next. I had the opportunity to share information about Softdocs and Etrieve, and truly enjoyed speaking with everyone who came by to see me.

This year was the 30th anniversary of OrACRAO, so the theme of the show was “Bend Back to the Future: Reflecting on the Past and Looking Ahead”. The theme was so fitting and really got me thinking about the past and future of Softdocs.

Lately Softdocs has been growing a lot! Not only have we grown as a company, we’ve also expanded our offerings and are spanning territories we haven’t reached before. It is definitely an exciting time to be a part of this team! However, there is one special thing to remember about Softdocs. No matter how many new customers and employees we add or how innovative our products and solutions become, we still have the same education-focused, customer-centric team. From sales, to services and development, our focus is on our customers and helping provide benefit to their institutions. In fact, without the input of schools throughout the country, Etrieve wouldn’t exist and definitely wouldn’t have grown into what is has become today!

It’s always great to get on the road and speak to both customers and prospects. And it’s a great reminder of why I do what I do! I love getting to share our solutions with you all and show schools how to do more with [...]

S.C. District Picks New Enterprise Content Management System

by Jennifer Wilson

Softdocs, an enterprise content management, e-forms and workflow provider, announced that South Carolina’s Aiken County Public School District (ACPSD) will now use Softdocs for important enterprise content management needs. Softdocs Etrieve will create, store and manage human resource and finance data and forms for the District in one consolidated solution.

As South Carolina’s sixth largest school district, ACPSD is deploying Etrieve to help increase workflow and document management efficiencies, and create a virtually paperless office across its departments.

“A long-time partner of Softdocs in certain business areas, we look forward to utilizing the company’s Etrieve platform district-wide as it creates a simple and standardized way for teachers and staff to access and manage everything from paystubs and tax forms to employee contracts and personnel files,” said Jenny Floth, Supervisor of Accounting Systems for Aiken County Public School District. “Working with Softdocs’ Etrieve solution means we will have one comprehensive platform for managing our content, forms and data for the first time. This is critical for streamlining our business processes and saving our staff an immense amount of time.”

Softdocs will help the District create a paperless process and maintain a secure audit trail, as well as fully track the lifecycle of documents. Additionally, ACPSD will use Softdocs to streamline HR and employee-related needs by easing personnel processes related to onboarding and overall employee management – tracking onboarding processes, archiving records and accounting for all employee forms and documentation.

ACPSD has 3,350 employees, including nearly 1,500 teachers, and serves over 24,000 students across more than 40 schools.

Softdocs’ integrated platform, Etrieve, provides enterprise content management, e-forms and workflow solutions for K-12 school districts. The platform redefines a district’s business processes by improving records management, and increasing employee productivity and efficiency with complete control over how content is captured, processed and distributed. For more information, please visit www.softdocs.com.


To view the published article, click here.

From Nolij Web to Etrieve – Montana Tech

by Hannah Goodwin

Today we are highlighting one of our new customers, Montana Tech. A public university located at the base of the Rocky Mountains in Butte, Montana, Montana Tech serves around 2,800 full-time students. Previously leveraging Perceptive Nolij Web, Montana Tech knew a decision was required once the end-of-life for Nolij Web was announced.

Nolij Web provided Montana Tech with a fully browser-based platform that allowed them to eliminate paper and manual processes. As their search began for a replacement, Montana Tech wanted to ensure that they were able to leverage a system comparable to Nolij® Web. Etrieve’s fully browser-based design, education-exclusive development and services efforts, as well as integration capabilities with their ERP solution, Ellucian Banner, provided that seamless fit.  Additionally, the mobile-first methodology and intuitive user interface of Etrieve, proved it to be a great investment.

Softdocs’ Vice President, Andrew Daniel says the disruption in the ECM space can be daunting for institutions, but also a great opportunity for improvement. ‘Many schools are facing end-of-life announcements and acquisitions of their ECM solutions. As we start to work with many of these schools, it’s been Etrieve’s next generation, mobile-first design and our exclusivity to the education marketplace that is really setting us apart.’

If you are in a similar position as Montana Tech and looking to find solid ground in the midst of the current ECM disruption, we’d love to chat with you about our migration options for existing Nolij customers. Feel free to reach out to us, or take a look at our website for more details about our fully browser-based, education-focused offerings.With the Nolij end-of-life date getting closer, we know that the time to evaluate your migration options is running out – that’s why we’ve worked to create these specialized offerings and ease the burden.

We are looking forward to seeing how Etrieve will impact the lives of the students, staff and families at Montana Tech! Welcome to the next generation of paperless – we are so glad you are here.

You’re Invited to the Next Generation of Paperless

by Hannah Goodwin

This Thursday, May 11 at 4 p.m. (ET) Softdocs will be hosting a webinar on Etrieve, and we would love to have you join us. The webinar will be a high level introduction to Etrieve, our completely browser-based, next generation content management, electronic forms and workflow platform.

Whether you are using our legacy Doc e products, already using the Etrieve platform or if Softdocs is brand new to you, this webinar will be a great opportunity to gain a different perspective of Etrieve and see how it truly is the next generation of paperless.

Register here or at the link below today!


We hope you will join us!

An open letter to colleges and universities affected by recent ECM acquisitions

by Mike Murphy

As you now know, a major acquisition within the enterprise content management space was recently announced. Here at Softdocs, we realize this is now the fourth acquisition or name change customers of this solution have encountered in recent years – and they might be ready to get off the acquisition merry-go-round.

At Softdocs, we focus exclusively on providing next-generation, browser-based enterprise content management, e-forms and workflow solutions for the education marketplace. If you read our press releases, browse through our case studies or take a look at our blog posts, you’ll find each and every one of them talks about an education success.

We know, as you do, that educational technology needs are very different from those of the healthcare, insurance and financial services markets. Educational institutions are serving our next generation of leaders, preparing them for the careers of tomorrow. It’s critically important that your key enterprise software systems are designed with that sole objective in mind: to help you attract, enroll, educate and serve students.

Softdocs has been helping educational institutions do just this since 1998, and we’re proud of our nearly 100% annual school renewal rate. Our team of education-focused developers, trainers, implementation consultants and support technicians understand and can relate to your specific needs.

As you begin making a decision on what to do as a result of this acquisition, we welcome you to reach out to our team and learn a little more about what Softdocs offers, and the Softdocs family as a whole. There’s no cost or obligation in setting up a demo or attending one of our upcoming webinars (there’s actually one scheduled for Thursday May 11 – you can sign up here). We’re also happy to just get on the phone and hear more about what you’re looking to accomplish. Feel free to call our offices at 888-457-8879 or fill out an information request form and we’ll get back to you quickly.

Thank you for your interest in Softdocs, and we hope to hear from you soon.

-Mike Murphy and Robert Satcher Founders and Co-owners, Softdocs

From Good to Great…A Vertical Approach to ECM

by Jennifer Wilson

As the Marketing Director, I’m constantly hearing from analysts, media, customers, friends at competitive solutions and even Softdocs employees asking ‘Why do you limit yourselves to Education when your products could be great for any industry?’ It’s a valid question…and one our team here is always keeping an open mind about. So why? Why do we, as they say, ‘limit’ ourselves?

In today’s world, technology companies are quick to get their hands in every pot, hoping to be a single vendor providing a variety of solutions. Many of us here at Softdocs have worked in these types of companies. The ones that grow quickly, acquire new products and partner with endless applications as they build out a set of robust technologies with impressive customer bases. The end result…companies who are GOOD at a lot of things, but who struggle to be GREAT at anything.

When I came to Softdocs just over a year ago, I saw an immediate advantage to their approach and I encouraged them to continue that path even though outside influences could have easily swayed them to expand their focus. With a customer retention rate over 99%, Softdocs had accomplished something special…they had become GREAT at providing a set of solutions focused on taking the education market paperless and improving their overall operational processes from HR to Finance to Student Records and Student Services. They didn’t try to sell to the world. They knew who they were as a company, who was the best fit as a customer and they had a commitment to building partnerships that aligned with those goals.

As I talked to more and more customers, my confidence in this approach only grew and I was excited to see where it would take us as a company. I was constantly hearing that the main value in working with Softdocs was the industry expertise of the professional services team and the education tailored product set. It was clear…we had learned from both our own experiences and those of our customers, and it resulted in us guiding them through more successful implementations.

To some we may be limiting ourselves, but to [...]

The Countdown is On: Bridge 2017

by Hannah Goodwin

Bridge 2017 is quickly approaching and we can hardly wait! Our annual user conference is being held October 10-13 in Columbia, SC at the Columbia Metropolitan Convention Center, and we know hosting Bridge in our hometown will be an absolute blast.

Whether you’re a seasoned Bridge attendee or you’ve never gotten the chance to go, we create an experience where users of all levels can benefit from the presentations, hands-on learning labs and boot camps at Bridge.

Throughout the conference, you’ll be able to gain valuable insight from our experts, exchange ideas with other users and enjoy our hometown. Between the one-on-one time with the Softdocs team and the connections you’ll make with other attendees, the opportunities for knowledge sharing are endless.

Bridge is always the highlight of our year and this year we are even more excited to have it here in Columbia. We are very grateful to have moved into our beautiful, new headquarters last year and can’t wait to welcome our customers inside and share a piece of our home.

It’ll be an action-packed three days of learning, networking and fun that you sure don’t want to miss out on.

Visit bridge.softdocs.com for more details about the conference, including how to register!

Tech Decisions Project of the Week | Middlesex Community College & Softdocs

by Hannah Goodwin

Softdocs is honored to be featured in Tech Decisions’ Project of the Week. The publication highlighted Middlesex Community College’s Softdocs implementation today as its Project of the Week. Middlesex Community College, one of the largest community colleges in Massachusetts, is using Etrieve to grant students self-service capabilities and reduce paper touchpoints between offices at its two campuses in Lowell and Bedford, Mass.

Currently, Middlesex has rolled out Etrieve in departments such as financial aid, admissions and enrollment management. In the late spring, Middlesex has plans to deploy Etrieve Forms and Flow to allow administrators to access, track and complete e-forms from any device. The school plans to continue their campus-wide deployment of Etrieve later this year, when they expand in finance and human resources.

The Etrieve platform continues to gain traction for schools similar to Middlesex as they look to meet the growing mobile needs of students and staff. From multiple campuses to institution-wide deployment needs, Etrieve is providing a single solution for streamlining common student and employee requests.

We are proud to call Middlesex a customer and partner, and we look forward to expanding this relationship as they implement additional departments throughout the year.

Click here to read the published article and learn how Etrieve is helping Middlesex go paperless and increase productivity institution-wide.