View
45
Download
2
Category
Preview:
DESCRIPTION
Go Paperless! Ellucian-centric Content Management, E-forms and Workflow Processes. NWEUG 2014. Lana Olmer. Who Are We?. Privately-held software developer Based in Columbia, SC Founded in 1994 Over 600 customers 99.8% customer retention rate - PowerPoint PPT Presentation
Citation preview
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.
Go Paperless! Ellucian-centric Content Management, E-forms
and Workflow Processes
NWEUG 2014Lana Olmer
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
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.
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
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.
Going paperless - No longer if but when
• What do students expect?• Increase positive interactions
with students• Streamline workload for staff• Ease communication between
departments
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.
Learn from Lucy
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
Colleague
Doc e ServeCustom Output
Doc e Scan
Imaging and
Archive
Doc e Fill
eForms and
Workflow
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
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.
Look familiar?
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.
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
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
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
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.
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
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.
eForms & Workflow: Human Resources
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.
eForms & Workflow: Finance & Accounting
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.
eForms & Workflow: Student Services
• Financial aid application & award processes
• Admissions processes• Change of major processes• FERPA management• Enrollment verification
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.
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
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.
Case Study: Cabrillo College
Old Process:
New Process:
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.
Demo
Let’s see how this works!
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.
Questions?
Recommended