Migrate to Softdocs

More than 100 organizations have migrated from legacy document management applications like ImageNow, OnBase, and Banner Document Management to the Etrieve platform from Softdocs.

Why Are Organizations Migrating to Softdocs?

The Etrieve platform from Softdocs is built to modernize operations across HR, enrollment, student and constituent services, finance, and beyond.

Universities, colleges, school districts, and government agencies are migrating to Etrieve for lower annual costs, effortless upgrades with no downtime, world-class support, and a secure, compliant cloud built for public sector.

Schools and governments know that choosing the right document management and process automation solution isn’t just about technology. It’s about partnering with a modern, mission-aligned vendor. More than 1,000 organizations have found that with Softdocs.

Over and over, we hear the same common issues. As legacy applications age, their pace of innovation slows to maintenance mode and the vendor becomes less attentive and attuned to customer needs. Here are the top reasons organizations leave legacy vendors:

  • Expensive, Buggy Upgrades

    Annual releases that require an entire budget line item for services costs soak up IT budget that could be better spent on innovation.

  • Unresponsive Support

    In order to save cost, some vendors reduce or offshore customer support, leading to slow responses, or worse, no responses.

  • Unwanted Managed Environments

    Some vendors force customers to use legacy applications within proprietary managed data centers that lock customers into restrictive, expensive environments.

  • Decades-Old User Experience

    Desktop-bound applications, tools that fail basic accessibility requirements, and slow, insecure interfaces present unnecessary institutional risk.

  • No Focus on the Public Sector

    When vendors try to sell a "one size fits all" application across every industry, they fail the education and government customers that require features unique to the mission-driven public sector.

The Outcomes of a Successful Migration

Migrating from your legacy document management system to the Etrieve platform isn’t just a technical project — it’s your opportunity to re-imagine how processes work.

Softdocs has advised hundreds of public sector entities, helping modernize organizations, empower staff, and deliver best-in-class experiences for students, citizens, and teams. These are the outcomes we help every customer achieve.

woman concetrating with multiple monitors

Alignment With IT Strategy

  • Supports student and constituent success, compliance, team efficiency, and cost savings
  • Establishes a long-term digital foundation, not just patching today’s pain
  • Solves bottlenecks in high-impact areas by leveraging forms, workflow, and e-signatures to automate review and approvals
cloud security with Softdocs

Protection of Sensitive Data

  • Implements enterprise-grade application security, audit trails, permissions, and encryption
  • Enforces retention policies for compliant disposition of documents
  • Protects against disasters, theft, and loss with multiple layers of data redundancy
Migrate to Softdocs to get information when and where it's needed

Information How It’s Required

  • Employs digital workflow to proactively push information to reviewers and approvers
  • Captures diverse user information via fully customizable eForms
  • Bi-directionally integrates with core systems of record like SIS, ERP, and CRM to ensure consistent, reliable, and current information

The partnership with Softdocs has been exceptional. Whenever we encounter a challenge, their team is quick to respond and provide solutions, making them a critical part of our technology stack and strategic initiatives.

Chuck Flagg, Executive Director of Technology Infrastructure Oakland Community College

Familiar Features, Next-Gen Capabilities

Legacy applications are often saddled with aging architectures and overwhelming technical debt, restricting their ability to evolve. The Etrieve platform from Softdocs provides next-generation tools for your organization that merge leading ECM capabilities with a cloud-native architecture and future-ready AI.

Data and System Migration

Softdocs has helped hundreds of customers migrate from ImageNow /Perceptive Content, OnBase, Banner DMS, OpenText AppXtender, Laserfiche, Docusign, and others.

Because of our extensive experience with applications like ImageNow and OnBase, we've built dedicated, proprietary migration tools that reliably transition data from those applications into the Softdocs Platform. In fact, it's not uncommon for customers to migrate millions of documents.

1b+ documents
migrated
  • ImageNow/Perceptive Content
  • Hyland OnBase
  • Banner DMS
  • Nolij
  • OpenText AppXtender
  • Laserfiche
  • Docusign

Out of all vendors, only Softdocs took the time to understand our needs and have a conversation with no pressure for a sale. It was really comforting to us to know that a company took some time to invest in us.

Mike Mullenix, Business Applications Support Engineer Education Affiliates

Featured Migration Case Studies

Get more info about migrating to Softdocs

We've developed a series of white papers and guides for organizations looking to migrate from legacy applications to the Etrieve platform. They explain what to expect in feature differences, a project timeline, potential outcomes, and more.

Contact us today to request these materials.