“After it was decided that we were going virtual, we only had five days to prepare. Fortunately, almost all of Financial Aid had been set up in Etrieve for a year and a half, which helped tremendously as we introduced electronic forms to other key areas and trained additional users on the system. Everything went much faster than we had anticipated, and we are now much further along in our efforts to go paperless.”
Amanda Landholm | Applications System Analyst | Metropolitan CC
Having already shifted a number of campus systems to the cloud, passing responsibility for server and system maintenance back to their selected vendors, MCC chose to take a closer look at the legacy ECM system deployed on campus. Key departments had been leveraging this solution for some time, yet were rapidly growing disconcerted over the system’s lack of quality support and limited functionality. After encountering Softdocs at Ellucian Live and learning of their Etrieve platform, two MCC departments introduced this browser-based, cloud ECM solution to their institution’s IT team as a potential next-step in their institution’s journey towards becoming truly paperless.
Once the decision to move from an on-campus ECM deployment to the cloud with Etrieve had been made, IT at MCC chose to embrace a phased approach to their data migration—focusing initial efforts within Financial Aid and the Office of the Registrar. Documents managed by their legacy ECM system, ImageNow, were securely and efficiently brought over to reside within Etrieve’s visual filing structure, under the watchful eye of Softdocs’ Professional Services team. Once users had been trained and the initial departments were comfortably live on Etrieve, phase two of MCC’s ECM migration began, including the migration of Human Resources, Payroll, Purchasing, Student Accounts, International Students, Disability, and Health.
Heavily reliant on paper forms, Financial Aid was not simply one of the first areas at MCC to go live with Etrieve for content management, but was the first to successfully rollout e-forms. Complete with dynamic code, these electronic financial aid forms greatly improved the speed by which students and employees could complete common FA processes. For example, students would often submit a form, erroneously thinking they had provided everything needed for a decision, and an entire week might pass before they’d discover that additional forms and/ or documentation were required. With Etrieve, students are able to log in to Etrieve and see everything that’s missing from day-to-day.
“We had five days to shut the school down and go virtual as part of our pandemic response. Having already implemented a virtual filing cabinet for our college with ECM, we were able to quickly stand up Records e-forms that would allow operations and services to continue, for the most part, unimpeded.”
Facing the tumultuous waves of uncertainty accompanying a global pandemic, MCC turned to their deployment of ECM to rapidly extend a virtual experience to their staff and students. Top priority was setting up a few departments, including Records, with their first electronic forms. Landholm and her team successfully stood up ten new e-forms for Records before shifting efforts to support other areas. Within Financial Aid and other departments already well-established with ECM and the cloud, focus was on training users familiar with Etrieve’s Auto File function how they can use other Etrieve functionality to accomplish the same tasks while working remotely and not always on the network.
Interested in taking a look at how electronic forms, document management and automated workflows could support the processes of your campus? Schedule your personal product demonstration today.