“Etrieve is so easy to use! Our employees love being able to quickly locate everything they need through self-serve, forms activity and their inbox, from whatever device they have in their hands.”


After Auburn City Schools first implemented Softdocs’ Doc e solutions in 2008, the benefits of records digitization were both immediate and significant.

Encouraged by the early returns on this investment, Auburn City Schools chose to also implement a print customization solution. The district soon experienced a boost in ROI, as departments continued to reduce their reliance on paper and paper-heavy processes with the use of these complementary systems.

The Auburn City Schools finance department, for example, went from printing 800 checks a month to around 30. They were also able to eliminate providing physical check copies to each employee, which decreased not only the cost of printing, but processing time. Noticing this significant increase in efficiency and savings, other departments began to incorporate the Softdocs’ solutions into their processes, as well.

Close to 200 boxes of personnel files were digitized within human resources, consolidating ten filing cabinets into two and greatly improving document searchability. And in accounts payable, electronic forms and workflow granted employees faster access to information and reduced processing times, as needed documents were routed to inboxes instead of through interoffice mail. Accounts payable also went from printing 500 checks a month to only printing around 100 checks.


Advancing Content Management

In the years since their introduction and adoption of Softdocs’ Doc e solutions, Auburn City Schools has experienced tremendous growth, going from 800 employees to over 1,100. While the solutions readily scaled with the growth of the district, evolving data utilization needs and expectations of mobile-friendly form functionality limited the advancement of Auburn City School’s usage of content management, eForms and workflow.

While at Bridge 2018, Softdocs’ annual user conference, Auburn City Schools learned of Softdocs’ next generation ECM platform, Etrieve, and recognized an opportunity to expand the benefits of the current software. A migration to Etrieve would allow the institution to improve upon what they were already doing and better adapt to changing needs. However, some remained slightly hesitant to leave a solution that was already functioning well.

“We knew we wanted to implement Etrieve, but some had cold feet. ‘We’ve got Doc e Scan and Doc e Fill working, why do we want to move now?’ But, we had a great relationship with Softdocs and liked what we saw with the Etrieve product. And to know it’s ok, that you’re going to move but you’ll be fine–that’s what helped us out a lot,” said Hollye Beck, benefits coordinator at Auburn City Schools.

“With Etrieve, we knew that we could take another step forward and have more freedom to do things however we wanted to. And if we need to change a process, with Etrieve that would be easy to do.”

Auburn City Schools also recognized the need for a mobile-first ECM platform that would extend convenient, secure data access to their employees across varying device types. And Etrieve’s structure would better position the institution to defend against the evolving cyber threat landscape and the growing number of accompanying threats to data security.


The Migration to Etrieve

After finalizing their decision to move forward, Auburn City Schools began working with Softdocs’ professional services team, which has developed specific programs for upgrading educational institutions to Etrieve. Their first step was to engage in Discovery. During this process, the migration team and Auburn City Schools assessed the on-premises capability for a reliable connection to Etrieve, among other things.

“Softdocs sent us out some guidelines to check our server and other technology. All of that went fine…We didn’t have any trouble,” Beck said.

All existing forms, documents and associated workflows were also evaluated. Auburn City Schools and Softdocs’ migration experts reviewed existing eForms to ensure they were going to the right people for approval and considered every opportunity to improve the student experience by streamlining staff processes.

Discussions were also shared on how documents were being labeled and organized, as Softdocs and Auburn City Schools explored different ways to improve upon current document classifications. Document types, number of types and areas in which documents were being used, all factored into detailed mapping that would be used to complete Auburn City Schools’ successful migration.

“Migrating to Etrieve was not difficult. Softdocs worked closely with us to ensure that all of our data would appear exactly how we wanted it to.”

This migration process consisted of two phases, the first of which included files older than a preselected date. With users unable to make any changes to files older than the specified data, Softdocs migrated these files to Etrieve. After these files were successfully migrated, came a brief freeze period, when users were unable to access or edit documents newer than the date. Once the remaining files were migrated, all that remained before going live was implementation training.


Go Live

Following implementation training, accounts payable, finance and human resources all went live, and employee forms started coming through soon after. By going live with Etrieve shortly before their Fall new hire season, Auburn City Schools made it easier and faster for their staff, new and returning, to complete their tasks.

“Our employees have mentioned that they are able to navigate and do everything much easier than they were able to previously. Being able to utilize <the platform> on their phones and tablets has just made everything more convenient.”

In addition to reworking some existing e-forms to provide additional utility, Auburn City Schools has introduced several new forms. “As we introduce new forms, we are making it easier for our users to have everything under one roof. We want them to be able to turn to Etrieve for everything,” Beck said. Departments at Auburn City Schools are continuing to discover new ways that they can utilize Softdocs to improve communication with other departments and foster increased collaboration across the district.


Learn more about Document Management

Content is a fully browser-based document management solution that allows districts to store and organize content in a single, secure location. With a robust set of functionality and seamless integration to ERP, SIS, and core systems, student and employee data is consistent across all applications, access to required information is instantaneous and everyday processes are more efficient.

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