Softdocs Implementation
Project Scope:
Softdocs Etrieve platform combines electronic forms and workflow automation functionality
into an easily scalable, seamless experience for every user. E-forms can be completed
online and routed through dynamic workflows, created by Etrieve’s drag-and-drop workflow
designer. Softdocs will provide a user-friendly tool and is cost efficient for the
university.
Benefits:
- Data fields can be pre-populated with Banner data, ensuring data consistency
- Data provided on Softdocs can be mapped and uploaded to Banner, reducing data entry by staff
- Detailed audit history tracks documents through workflows and provides real time updates
- Graphical workflow designer makes it simple to build and manage workflows
- Product is delivered with many higher education form templates that can be adapted for department needs
- Document repository delivered in Softdocs may be considered as the official document repository, potentially saving money, limiting need to index, and increasing process efficiencies
PROPOSED TIMELINE: Fall 2021
Project Updates:
- Project Status Update -
Project Team:
- Andrew Linn, Financial Aid
- Carol Laney, Office of the Registrar
- Carroll Keyes, IT Business Integration Services
- Charles Tindall, Admissions
- Courtney Orians, Admissions
- Danny Linton, HR
- Darla Keel, Team Co-Lead, Registrar
- Deborah Becker, Team Co-Lead, Financial Planning and Analysis
- G Guy, Cares
- George Ninan, Accounting
- Heidi Kendall, Business and Finance Reporting and Systems Initiatives
- Jessica Browmell, Office of the Registrar
- Judith Nance, Business and Finance Reporting and Systems Initiatives
- Jon Tignor, Admissions
- Linda Heidi, Grants Accounting
- Madison Ellision, Financial Planning and Analysis
- Melissa Ramage, Business and Finance Reporting and Systems Initiatives
- Patty Murry, University Student & Business Services
- Rodney Gray, IT Business Integration Services
- Sara Hagan, IT Web & Mobile Services
- Shan Arnold, Accounting
- Sheila Jones, Graduate School
- Shermia Cherry, Financial Aid
- Susan Boyce, Financial Planning and Analysis
- Teresa Adams, University Student & Business Services
- Todd Deese, Office of the Registrar
- Zaciquita Robinson, Financial Aid
- Shruti Bapat, University Process Improvement - Business Process Analyst
- Colette Williams, University Process Improvement - Project Manager
Phone: 901.678.2213 | E-mail: processimprovement@memphis.edu