Leverage Our Experts to Support Your Goals

From deployment to migration, to ongoing IT project support, our expert team will work with you to figure out what level of services is right for your requirements, goals, and operational budget.

Professional Services

Softdocs Professional Services stands ready to ensure that you, and your end users, achieve the optimal benefit from your Softdocs deployment with minimal disruption to your daily operations.

Department-by-department review of your goals, requirements, and processes
Integration Development Assistance
Custom Form & Workflow Development
Custom Reports Building
A range of training options include train-the-trainer, onsite, and remote training
Strategic planning and consulting

Managed Services

With flexible subscription packages ranging from Standard to Premier to Premier+, we can help keep your project momentum going across your campus, district, or agency.

Accelerate ongoing projects with expert technical resources
Boost ROI through expedited design of eForms and workflows
Implement organizational change faster and with less disruption
Free up IT staff from the minutia of system maintenance
Outsource system administration to fill short- or long-term vacancies

Migration Services

With proven methodologies and decades of cumulative experience in the field, our migration team offers a personalized approach and minimal downtime for a smooth transition.

We work directly with department stakeholders to optimize platform configuration
Establish stronger user permissions and document-level security
Microsoft Azure cloud consistently delivers 99.95% uptime for our clients’ data access
A clear strategy considers system downtime, key milestone dates, and how to mitigate potential for data loss

Working With Us

Through Softdocs Professional Services, you have access to a flexible program of strategic planning and consulting that provides your team with additional capacity to review, plan, design and execute projects.

Extend your ability to plan, develop and modify electronic forms and workflows with the assistance of Softdocs’ system experts.

With managed services, our clients have peace of mind that their Softdocs platform is always secure and up to date with automated fixes and upgrades.

Client Testimonials

One of the nice things about Softdocs is it helps us mask complexity. When a group needs to be notified about a student information or status change, it just happens in the background.

We wanted to consolidate all employee onboarding information in one platform, making it streamlined for new employees and less cumbersome for hiring managers. Softdocs has allowed us to do that.

With Softdocs eForms, the data is pre-populated and indexed automatically, so it lessens the opportunity for user error.

(The new process) just makes sense to students. It's intuitive, and they're like, ‘Yep, this is how it should be.’

With Softdocs, the data tells the story.

Now the Business Office receives live updates of student payments when it used to take weeks or months to resolve.

We Love Our Clients

Read Their Stories

Who We Serve

Educational institutions and public sector organizations choose Softdocs document management and process automation solutions to help increase operational efficiency and better serve lean-resourced organizations.

Higher Education

Achieve greater operational efficiency across your campus with Softdocs and help your higher education institution provide the ultimate student experience.

Higher Education

K-12 Districts

Maximize your budget and redirect funds to critical student-centered and staffing initiatives with the help of Softdocs’ automated processes.

K-12 Districts

State & Local Government

Use Softdocs process automation to digitally transform and improve the way your government agency serves constituents and conducts government business.

State & Local Government