Tony Martin | Vice President of Finance | Surry Community College
Having already heard of other community colleges in North Carolina digitizing their records, they knew what direction they needed to go. As a longtime Softdocs customer utilizing Serve, a print customization solution, Surry already had a great working relationship with this education-focused ECM provider.
A team was appointed to look into the possibility of document management, and they began to assess the solutions provided by Softdocs and other vendors. After reviewing the next-generation functionalities of Etrieve, Surry felt that Softdocs was a natural fit for their institution and could help them transform these mountains of records into more easily accessible files.
Surry’s business office was the first to begin utilizing Etrieve on campus, with student services and continuing education not far behind. Dr. Candace Holder, vice president of technology services, shared that after seeing the successes realized by these three departments, the majority of campus wanted to begin using Etrieve.
“Within six months, Etrieve was being utilized across 90% of campus.”
Basically, every department that had paper chose to utilize Etrieve’s document management, electronic forms and workflow automation capabilities. All forms and records on the student side were digitized, and all service areas began using electronic forms. With many other community colleges in North Carolina also leveraging Etrieve, Surry took advantage of the networking opportunities. They were able to standardize similar forms and gain usage tips from other institutions that had also made the transition from paper-based processes to Etrieve.
“We use the complete set of solutions from Softdocs on a daily basis for printing, data storage, workflows and form administration,” said Tony Martin, vice president of finance.
Prior to Etrieve, key processes were manual, and data was hard copy. By utilizing electronic forms, Surry transferred the responsibilities for form completion from administrative assistants back to the individual initiating the form. Approval process timelines have decreased, as forms can no longer be misplaced or sit on someone’s desk awaiting approval. “The electronic approval of our forms has increased our efficiencies,” said Martin.
While outlining the various processes that have been improved through their utilization of Etrieve, Dr. Holder discussed the meaningful benefits being experienced around Surry’s travel authorization and reimbursement forms. These paper forms traditionally involve a laborious approval process involving multiple touch points for authorization and somewhat cumbersome reconciliation.
Electronic forms and automated workflows have made it easier to combine related documents, bypass time delays associated with interoffice mail and ensure efficiency throughout the entire authorization process. Everything is much less complicated for all involved.
For leave requests, employees previously had to submit their request and wait days as it went from their immediate supervisor through interoffice mail to the appropriate vice president and back to the employee. With Etrieve’s electronic forms and automated workflows, this process can take less than 30 minutes while allowing real-time updates of where the request is in its workflow.
For faculty at Surry, embracing Etrieve was a natural and eagerly anticipated transition from the paper-heavy processes that used to consume so much of their time. Dr. Holder said that Surry employees really needed things online and easy to find, and were impressed with the results following their implementation of Etrieve. In many cases, she felt that employees didn’t even need much training to get started!
Martin offered this example of how Etrieve saves his office time, “We have to submit documentation to the North Carolina Community College System (NCCCS) for reimbursement of our construction projects. Before Etrieve, this was a very manual process that would take several hours to complete. The documentation would have to be retrieved from filing cabinets, scanned and then filed again. With the implementation of Etrieve, documentation could be searched for and retrieved electronically and then submitted to NCCCS for reimbursement.”
“Submitting documentation for reimbursement of our construction projects can be done in minutes now, instead of hours. Plus, there’s no risk of misfiling the information.”
Surry is continuing to create new electronic forms for their students and employees to use and is constantly digitizing more records. Even with all the ways that Surry is utilizing Etrieve’s document management, electronic forms and workflow capabilities, Martin still does not feel that they are utilizing Etrieve to its fullest potential and they are always looking for ways to improve their processes.