Saint Michael’s College

• Eliminated 16 filing cabinets within Institutional Advancement
• Reviewed, corrected, and refiled migrated docs that contained missing or incomplete info
• Consolidated different email document types down to one per office
• Quickly created an electronic form to collect and record data on student COVID-19 vaccination rates

Saint Michael’s College first implemented Etrieve by Softdocs for electronic forms, workflow automation, and digital content management in Institutional Advancement.

The benefits were both immediate and significant. Seeking to make constituent data and pertinent information easily accessible to those who are making the calls, the institution began digitizing years of records and files. Paper documents filled 24 file cabinets and were methodically scanned and then shredded. Institutional Advancement was able to completely empty and remove 16 of their file cabinets, essentially reclaiming a whole room’s worth of square footage.

But more importantly, all those paper files became easily searchable, readily accessible, and secure within Etrieve. “In this day and age, when sharing a personal conversation with a constituent over the phone, asking for funds is getting harder and harder to do,” said Peter Cross, Senior Systems Analyst at Saint Michael’s College. “Now, Institutional Advancement staff members simply open up a web browser and search for the constituent’s name, where they can access all pertinent information to meaningfully engage with those they call.”

“I had some real concerns about moving documents off ImageNow. Not because we didn’t want to, or need to, but because there were so many, and we had done a lot of different customizations! But the Softdocs services team was top-notch and very supportive. They stepped us right through the process.”

Expanding Across Campus

Institutional Advancement’s success and satisfaction with the Etrieve platform caught the eye of the institution’s CIO amidst frustrations with ImageNow, the digital content repository for a handful of other departments. Due to a continued decline in the quality and consistency of ImageNow customer support, the institution chose to further their relationship with Softdocs, pivoting these remaining departments from ImageNow to Etrieve.

“We had been with ImageNow since 2008 in our Registrar’s office, Student Financial Services, and admissions. During that time ImageNow was acquired several different times, and with each iteration, we felt the support diminish,” said Cross. “Especially compared to Softdocs support, which is out of this world.”

Having utilized ImageNow for over a decade, Saint Michael’s College had hundreds of thousands of documents to migrate.

The Softdocs Professional Services team worked closely with Cross, holding regularly scheduled meetings to review system best practices and any additional functionality Saint Michael’s College wanted to introduce with the system migration—including document type additions, granular security settings, and import lookups.

Tasked with leading the migration, Cross began setting up required document types within Etrieve and tracking his progress. Having assembled a core team (one person from each office), Saint Michael’s College hosted sessions to ensure each department approved the direction of the work being done. “This migration was an opportunity for us to clear up our data, addressing and refiling documents that were incomplete or misfiled,” said Cross. “It was a great chance to clean house, streamline processes, and make things easier to find.”

While the institution leveraged several different email document types in ImageNow, they simplified to just one type per office. And with the intuitive nature of Etrieve’s web-based user interface, end users took to the new system like ducks to water. New hires had ready access to any information needed to complete their tasks. If employees got a new computer or device, Etrieve was already there—without having to be installed.

“Our end users love the fact that if they need something new—an import or a document type—well, we know how to get that done for them. Our previous system was a black box for us. It would take weeks to get something really simple done,” said Cross. “If a department says they need a new document type or different kind of access granted, I’m able to turn around their request in an hour or less. That is a huge gain for us.”