Fresh Look - Customers
Operational transformation used to be a competitive edge, but is now instrumental for institutions seeking to deliver a secure, streamlined virtual experience. It’s time for a Fresh Look.
The digital evolution of education continues, perhaps at a faster pace than ever before. Already leveraging Softdocs’ ECM solutions, you’ve made significant strides, but have you optimized every system on campus? With education facing an urgency to become even more efficient, even more paperless, asking the hard questions is paramount.
Are key systems integrated and providing the best operational and process outcomes? Is there opportunity to expand current deployments to better serve a now mobile workforce or safeguard remote student success? Which processes can be streamlined to improve the virtual experience your institution provides? Are there services that will empower your institution to do more, at this time when you need to the most?
It’s time to ask the hard questions. It’s time for a Fresh Look at Etrieve and Softdocs. Let us help you realize new paths to innovation through e-forms, workflow automation and content management. Together, we can achieve the true operational transformation your institution needs to not only survive, but thrive!
Upcoming Live Webinars
A Fresh Look at Softdocs Customer Portal
Join us for a live demonstration of the new and improved Softdocs Customer Portal. Based on feedback we received from our portal users, the need to provide additional functionality, as well as industry standards, we have recently transitioned our popular Customer Portal to the Salesforce platform. We are excited to share with you the new features that are available, how to access, and how new portal users can register. Things we will cover include:
- Why we migrated to a new platform
- New features and functions
- How to register and navigate
- Video tutorials available
To the Softdocs Community: A Letter from Softdocs CEO Mike Murphy
Softdocs listens to us and continues to develop the features we need. That is the biggest benefit of our wonderful relationship. That, and Etrieve’s cohesive environment-which was clearly designed with the end user in mind.
Marlina Pineiro | Assessment Retention Specialist | Fayetteville Technical Community College
We believe this is the type of tool where we can empower end users in new and sophisticated ways.
Chuck Ray Director of Enterprise Applications & Data - Nazareth College
Serving Higher Ed for 20+ years, Softdocs is THE education-focused ECM provider. We architect, implement and advance our solutions to meet your key initiatives.
From client development partners to the Softdocs Community, customer engagement is our top priority. Together, we ensure product roadmaps are a smart, strategic fit for all.
If you feel an urgency to extend ECM’s benefits across campus, but simply aren’t sure where to begin - we’d be honored to help you complete your fresh look.
We’ve pulled together the following resources to help you take a fresh look at the role of ECM in your campus technology stack and your pursuit of operational transformation. These articles, case studies and recordings showcase the benefits document management, e-forms and workflow automation are already providing higher education institutions - at almost every level and department.
Location: Malibu, CA
Number of Students: 7,710
Location: Jefferson City, TN
Number of Students: 2,500
Tift County Schools
Location: Tifton, GA
Number of Students: 8,000
Polk State College
Location: Winter Haven, FL
Number of Students: 13,000
Softdocs Managed Services: Why and When You Need It
You’re already familiar with the benefits of Etrieve and how it helps your institution improve efficiencies and communications across campus. BUT what if you simply have more ideas for how to utilize Etrieve than the time or resources to implement? This webinar introduces the benefits and mechanics of Softdocs Managed Services, while highlighting typical use cases and providing justification to enter into a managed services agreement.
Upgrading Etrieve On Premises to Etrieve in the Cloud: Benefits and Advantages
Widen your understanding of the benefits of a cloud-based Etrieve deployment. Kayla Hagerty and Andrew Daniel explain the reasons why the cloud is not only the future of Ed Tech deployments, but the strategic choice of today.
Cybersecurity in Education – Prevention is Key
Higher education encounters new threats to data security seemingly every day. Institutions must be able to recognize and react to this ever-evolving threat landscape, while ensuring information remains readily available to students, parents and faculty. In this webinar, cybersecurity experts (including Softdocs’ VP of Development) profile security frameworks within education, review instances of recent cybersecurity attacks and provide best practices for data security.
Building Efficiency in Higher Ed: Financial Aid
Feeling pressure to streamline or transform processes within financial aid? This 30-minute webinar demonstrates the impact of electronic forms and automated workflows on time-intensive financial aid processes. Learn how to eliminate bottlenecks and improve the efficiency of your FA team with cloud-based, easily scalable content management solutions.
Improving the K-12 Digital Experience
The spotlight on K-12’s ability to operate virtually and efficiently has never shined as brightly. With a complex campus system map and improved awareness of districts’ need for strong communication and efficient processes, the question remains where do we begin to make improvements? This webinar explores how K-12 institutions are leveraging Enterprise Content Management (ECM) to unify diverse systems, develop data consistency and create new efficiencies. Come learn how digitalization of processes with ECM betters the student experience and benefits employees districtwide.
A Fresh Look at E-Forms and Workflow in Higher Ed
With Education’s widespread, rapid shift to virtual learning, many institutions are finding it’s the right time to take a fresh look at electronic forms and workflow solutions. Capable of empowering a mobile workforce with cloud-first and mobile-friendly functionality, the Softdocs Etrieve platform provides the necessary flexibility to create new efficiencies and deliver the optimal digital experience to every student, teacher and faculty member. This brief webinar reviews the benefits available through e-forms and automated workflows, before demonstrating the ins-and-outs of Etrieve by Softdocs.
Building Efficiency in Higher Ed: HR and Payroll
The need to communicate effectively and increase workflow efficiencies while still protecting sensitive human resource and payroll files, has become a priority. This short webinar presents ways to effectively use enterprise content management (electronic forms, automated workflow and content management) to organize, package and share files, while still providing a detailed audit history. Learn how to eliminate bottlenecks and improve the efficiency of your HR team with cloud-based, easily scalable solutions.
Building Efficiency in Higher Ed: Admissions and Registrar
How do you keep up with the changing demands of student admissions and records? How do you increase the efficiency of these functions while also balancing accessibility with security and privacy needs? Many educational institutions are turning to enterprise content management (electronic forms, automated workflow and content management). During this brief webinar and solution demonstration, you’ll learn more about the how these solutions can help with everything from application submission to transcript evaluations and advising.
Articles and Documents
Access the new Softdocs Community to interact with other institutions and review a library of online, Softdocs resources - including multichannel support from the Softdocs team.
ECM and the Top Issues Facing Education Today
Vince Silvestri, Principal Solutions Engineers at Softdocs, discusses how Enterprise Content Management is proving essential as modern educational institutions seek to complete the digital student record.
A Growing Concern in Education: Cybersecurity Threats on the Rise
In a time of both growing cybersecurity threats and growing digital transformation needs, Mike Williamson, Vice President of Development and Innovation for Softdocs, discusses the yin and yang of cybersecurity and interoperability within software development.
Digital Transformation and the Modern Student: A Case for the Cloud
Can Higher Education Learn from the Past?
Softdocs Announces Expanded Partnership with Ellucian Through Ethos Support
Education Shift to Cloud at Center of Impressive Growth for Softdocs and Cloud-Based ECM Platform
We would be honored to talk with you further about the changing needs of your institution and answer any questions that you may have. Please feel free to contact us, log in to the Softdocs Community or email your Softdocs Account Representative to