Bridge 2017 – The Next Generation of Softdocs

by Jennifer Wilson

It’s hard to believe that we are just two short months away from Bridge 2017, Softdocs’ User Conference. We couldn’t be more excited as we get ready to welcome our customers both old and new to our hometown of Columbia, South Carolina.

As we start finalizing all of our plans, it’s becoming apparent how far we have come since our last Bridge conference back in March of 2016. Although we had announced the release of Etrieve previously, last year was really the beginning of something new for us. We were just starting to hit the ground with our next generation platform, and as we look out on what to expect this year, it’s even more exciting. So many of our customers have made the move to Etrieve, not to mention all of the new customers we have welcomed over from outdated solutions and manual paper-based environments. Additionally, so many long term customers are still making waves with our legacy Doc e product and continuing to find innovative uses for our complete solution set.

This year’s conference is sure to be one to remember as we look to celebrate almost 20 years of helping higher education institutions and K-12 districts go paperless. From sessions on best practices and industry trends, to customer presentations, hands-on training classes and boot camps, Bridge 2017 brings together IT, student services, finance, human resources and administrative users into one single place to learn and share. And, we will of course throw some fun in with great opportunities to explore Columbia, as well as a closing party hosted at our brand new state of the art headquarters.

As we get closer to showtime, I would like to encourage each and every customer to attend this year’s conference. There are a variety of sessions and tracks for every type of user focused on our entire product portfolio. And as much as we enjoy providing you with product updates and demonstrations, the biggest benefit really is the time spent together. Whether you are networking with your peers or talking about tips and tricks with developers and services staff, the face-to-face interaction provides attendees with [...]

What You’ll Gain from a Softdocs Discovery

by Robert Gunning

Many of you reading this have either purchased Etrieve or are considering it as you explore your current options. Either way, it’s an exciting time as you and your colleagues look to make changes throughout your institution. Most likely you are so ready to get started, and maybe even a little nervous as you begin to make this transition.

The good news? We’ve been doing this a while and totally understand. For that reason, Softdocs has a process in place that makes the move to Etrieve as smooth as possible and makes sure your department is reaping the full benefits of the solution. It’s called Discovery. Whether you’re making the move from another content management solution or making that initial transition from paper to electronic records, the Discovery process is essential in helping you outline your goals, requirements and best practices to help ensure a successful implementation.

So here’s how it works…

After an institution purchases Etrieve, a representative from Softdocs travels on-site and meets with the departments implementing to discuss what their business processes currently look like. Many times, there are multiple thoughts and opinions of daily operations, so this step helps set the standard for what is to be implemented. The Softdocs rep and department head discuss all the forms, corresponding documents and workflows within that department and who exactly handles what. Once in agreement, the Softdocs rep starts building out the suggested filing structure, or folder tree, to illustrate how the paper and content within the department will be organized.

For paper-based processes, they will then walk around to every office and check out the stacks of paper and filing cabinets to ensure that all documentation has been accounted for within the tree. And for clients moving from existing content management solutions, the current implementation and filing structure in their existing solution will be reviewed to determine where the institution might want to make changes during their conversion process.

As you can imagine, the Discovery process is quite thorough as it takes a day or two to complete per department. This is a great opportunity for Softdocs to really get familiar with [...]

Softdocs Ranks 21st Best Place to Work in South Carolina

by Hannah Goodwin

Last week our team had the pleasure of attending the 12th annual Best Places to Work in South Carolina awards dinner to celebrate making the list! Hosted at the Columbia Metropolitan Convention Center in downtown Columbia, we enjoyed an evening full of delicious food and drinks, engaging conversation and delightful company.

We are so excited to have ranked 21st Best Place to Work in South Carolina in the small/medium category! Read this post to learn more about the survey-and-awards program.

Recognized for our laid-back atmosphere (office cat included), Sweat for Lunch peer-lead workout programs, internal communication initiatives, sustainability efforts and much more, we are honored to have made the list.

What an exciting evening it was to have the rankings revealed and an opportunity to spend some time among other fantastic workplaces in our state. It was a blast to get a glimpse into some of the fun ways other companies show their employees appreciation and to see everyone celebrate this accomplishment!

Thank you to Colonial Life for hosting the event and SC Biz News, South Carolina Chamber of Commerce and Best Companies Group for sponsoring the award. But most of all, thank you to all of our employees for playing a part in making Softdocs such a great place to work.

See the full list of 2017 Best Places to Work in South Carolina here!

Your Questions Answered: Etrieve Cloud

by Hannah Goodwin

As many of you have heard, we announced our Etrieve Cloud offering late last year. Etrieve Cloud leverages the Microsoft Azure platform and offers a fully cloud-based deployment option for our enterprise content management, e-forms and workflow solution.

We’ve been getting a lot of questions about our cloud offering lately, so we thought it’d be a great time to address some of them.

A couple of questions current and prospective customers have is, “What are our options for running Etrieve in the cloud versus on-prem?” and “Will the legacy Doc e Serve solution run in the cloud?”

There are several key advantages to hosting Etrieve in the cloud. First of all, installation and maintenance is handled by Softdocs, freeing up your institution’s IT resources for more pressing needs. Secondly, a cloud-deployment model is secure and dependable, so in the event of a catastrophe the cloud helps ensure minimal data loss. Another benefit is the great price point. Hosting Etrieve in the cloud can help alleviate some of the upfront costs of traditional on-prem technology with a flexible, subscription-based pricing model.

While the cloud is perfect for hosting Etrieve, we do strongly encourage schools to keep hosting Doc e Serve on-premises. Many institutions require print jobs that generate extremely large files for the local printers to process. Given the nature of print customization technologies and the connections required between local printers and the software, an on-premises deployment can help prevent any delay in the delivery of these files and also help avoid print quality issues as most laser printers have little to no data error correction.

To bridge Etrieve in the cloud with Doc e Serve “on the ground” a Softdocs Cloud Hybrid Server is brought online. The Hybrid Server allows for the secure transfer of data, allowing for the best of both worlds – Etrieve in the cloud and Doc e Serve on the ground – to occur.

All in all, Etrieve Cloud is a great option for institutions in terms of security, price and maintenance. The harder we work to keep costs down, the more institutions are able to experience the next generation of paperless – [...]

Softdocs Breaks Record for Growth in Q2 2017

by Softdocs News

Solely Focused on Next Generation Paperless Solutions for Education, Softdocs Selected for Enterprise Content Management, Electronic Forms, Workflow and Print Customization Solutions Amid ECM Market Disruption

Softdocs, an enterprise content management (ECM), e-forms and workflow solutions provider, today celebrated a record-setting second quarter of 2017 for both revenue and client growth through new and expanding higher education and K12 client relationships.

Amid ECM market disruption, Softdocs customer wins represent a strong uptick in migrations away from ECM competitors Perceptive Nolij Web and ImageNow. Additionally, Softdocs is expanding relationships through its Etrieve Forms and Etrieve Content solutions as well as continued growth of the company’s print customization and delivery product, Doc e Serve.

“Ultimately, we are earning business based on our expertise, vision and dedication to ECM solutions in the education market. As a company, we have more than 20 years of experience serving educational institutions of all sizes,” said Andrew Daniel, vice president of corporate strategy, Softdocs. “Our solutions help institutions increase organizational efficiencies as they move to a next generation paperless environment, presenting a win for students and employees alike.”

Q2 sales represent a mix of:

Migrations from other ECM solutions – Pepperdine University, Montana Tech, The Medical University of South Carolina (MUSC) and Metropolitan Community College selected Softdocs for its browser-based, enterprise content management and workflow platform, replacing existing instances of Perceptive Nolij Web and ImageNow. Expansion in the Ellucian Customer Base – Virginia Military Institute (VMI), Shenandoah University and Salt Lake Community College are Colleague® and Banner® by Ellucian users that selected Softdocs’ Etrieve platform. Growth in the ERP Unit4 Customer Base – Louisburg College selected Etrieve to provide content management, e-forms and workflow functionality to complement their upcoming upgrade to Unit4 Student. Continued Doc e Serve Expansion – Acadia University, Hannibal-LaGrange University, South Plains College and University of the Southwest selected Doc e Serve, which will seamlessly integrate with these institutions’ new and existing implementations of Colleague® by Ellucian. Ongoing Growth and Adoption in the North Carolina Community College System – Sampson Community College, Robeson Community College, Carteret Community College, Coastal Carolina Community College and Western Piedmont Community College all made [...]

Softdocs Named A Best Place to Work in South Carolina

by Andrew Daniel

Softdocs, an education-focused enterprise content management, e-forms and workflow provider, today announced that it was named as one of the Best Places to Work in South Carolina. In its 12th year, the award is sponsored by SC Biz News in partnership with the South Carolina Chamber of Commerce and Best Companies Group.

“It is truly a privilege to be recognized as one of the best places to work in the state. As South Carolina’s tech market continues to grow, we are looking to bring more talent to the state by offering a family-focused, supportive, fun atmosphere where our employees can thrive professionally,” said Mike Murphy, CEO and Co-Founder, Softdocs. “With the ability to work remotely in the tech space, we are in constant competition with other companies coast to coast in our recruiting efforts. Our modern-day culture, coupled with the appeal of a southeastern lifestyle, is helping us become a very attractive option to quality talent.”

In the past year, Softdocs has grown its employee base by nearly 40 percent and strives to embrace its employee-focused culture through initiatives such as Food Truck Fridays, quarterly town hall meetings, and various team-building events.

This survey-and-awards program was designed to identify, recognize, and honor the best employers in the state of South Carolina, benefiting the state’s economy, workforce, and businesses and this year’s list is made up of 70 companies.

Companies from across the state entered the two-part survey process to determine the Best Places to Work in South Carolina. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data, and determined the final rankings.

The ranked companies will be recognized at a reception and dinner, presented by Colonial Life, on August 3, 2017, and the rankings will be published in the August 2017 issue of SCBIZ magazine.

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 [...]

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.

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 [...]

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.