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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Go Paperless! Ellucian-centric Content Management, E-forms
and Workflow Processes
NWEUG 2014Lana Olmer
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
strictly prohibited.© 2011 Softdocs, Inc.
Who Are We?
• Privately-held software developer• Based in Columbia, SC• Founded in 1994• Over 600 customers• 99.8% customer retention rate• One of Inc 5000s fastest growing
companies in America
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Go beyond a document imaging solution
• A document imaging system provides you with a secure, centralized place to index and archive scanned documents
• But… you are still creating, sending, and receiving paper
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Going paperless - No longer if but when
• What do students expect?• Increase positive interactions
with students• Streamline workload for staff• Ease communication between
departments
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Learn from Lucy
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Diagram of Offerings
Colleague
Doc e ServeCustom Output
Doc e Scan
Imaging and
Archive
Doc e Fill
eForms and
Workflow
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
strictly prohibited.© 2011 Softdocs, Inc.
By going paperless…
• You cut out paper from the source itself
• Work smarter, not harder• Cut out the unnecessary
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Look familiar?
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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Stop processing paper
• Capture & Import• ERP Output• Communications Management Output• Transcript Data• Documents from other software• Capture and use data in Doc e Scan
without having to manually enter it
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
strictly prohibited.© 2011 Softdocs, Inc.
Cut out paper with e-forms and workflow
• Use Doc e Fill to digitize and automate your business processes• Eliminate the need for manual, paper-
based form creation, routing, delivery, and approval
• Drastically reduce form processing time• Stop keying form data in your ERP• Implement rules
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
strictly prohibited.© 2011 Softdocs, Inc.
Diagram of Offerings
ERP
Doc e Serve
Doc e Scan
Doc e Fill
Distributes final output to recipient via printer, fax or e-mail
Print jobs are automatically filed by employee, vendor or student in Doc e Scan
Physically scanned documents
Electronic forms and workflow to students and employees
Electronic forms are automatically filed by employee, vendor or student in Doc e Scan
Imported images from microfilm, microfiche or other imaging systems
Customize print job before printing
Print jobs go to print queue
Sends & receives info
View documentsFile documents based on content
Email and attachments
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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How does Doc e Fill help you cut out paper?
• Use technology to eliminate “touches”• Eliminate paper-based forms campus-
wide by using e-forms• Admissions• Financial Aid• HR• Finance• Student Records
• Eliminate time-intensive processes as possible• No need to print and scan documents• No need for manually indexing• No more searching for missing documents
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eForms & Workflow: Human Resources
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eForms & Workflow: Finance & Accounting
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This presentation is CONFIDENTIAL and property of Softdocs, Inc. It is to be used only for the purpose intended. Any unauthorized use is
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eForms & Workflow: Student Services
• Financial aid application & award processes
• Admissions processes• Change of major processes• FERPA management• Enrollment verification
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strictly prohibited.© 2011 Softdocs, Inc.
If you must use paper…
• Shift the burden away from your office staff• The Softdocs Self Scan Station
• Allows students to scan their own documents through an intuitive, touch-screen interface
• Shortens lines and allows for desk staff to use their time to help rather than scan and file
• Scanned documents can be reviewed when ready
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Case Study: Cabrillo College
Old Process:
New Process:
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Demo
Let’s see how this works!
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Questions?