Explore Higher Education Resources

Insights on modernizing campus operations, reducing admin burden, and improving student and staff experiences through smarter document and process management.

The campuses driving real progress in higher education aren't necessarily the ones with the flashiest IT budgets.

They're the schools asking where friction in the student and staff experience lives — the registrar's office, financial aid processing, HR onboarding — and building systems and processes that quietly remove it.

Document management and workflow automation are central to that effort. Not as "digital transformation" initiatives, but as infrastructure evolutions that reduce chasing paperwork and increase student support. When a transcript request routes automatically, when an admissions form prepopulates student data, when a department chair approves a policy exception from their phone — none of that is visible to the student. That's the goal.

The institutions getting this right know that modernization isn't just about technology. It's about making the experience of being a student — or serving one — feel a little less like navigating a bureaucracy.

Case Studies Related to Higher Education

How Roger Williams University Achieved Nine Years of Integrated Workflow Success with Softdocs

Roger Williams University built nine years of campus-wide workflow automation with Etrieve, turning a small team into an engine of institutional process improvement.

Higher Education Electronic Forms Workflow Managed Services Ellucian Colleague

University of Massachusetts

How the University of Massachusetts Built a Foundation for Long-Term, System-Wide Scale with Softdocs

The University of Massachusetts replaced ImageNow with Etrieve to scale workflows, share services, and modernize systems across multiple campuses.

Higher Education PeopleSoft Document Management ImageNow

The University of DuBuque

How the University of Dubuque Replaced Legacy Tools and Built Campus-Wide Efficiency with Softdocs

The University of Dubuque modernizes workflows, eliminates manual processes, and recovers over 40 hours/week by utilizing Etrieve to streamline operations.

Higher Education Electronic Forms Human Resources Advancement Electronic Signatures Document Management Jenzabar Docusign

College of DuPage

How College of DuPage Built a Process Automation Engine with Softdocs Dashboards

Discover how College of DuPage scaled process automation to improve visibility, reduce friction, and integrate with Ellucian Colleague.

Higher Education Electronic Forms Financial Aid Document Management Ellucian Colleague Perceptive Content

Carroll University

How Carroll University Consolidated Legacy Tools, Unified Workflows, and Empowered Every Department with Softdocs

By adopting Softdocs, Carroll University streamlined workflows, improved transparency, and achieved near-100% campus adoption.

Higher Education Electronic Forms Compliance Human Resources Document Management Finance Docusign

Pepperdine University

How Pepperdine University Achieves Campus-Wide Innovation with Softdocs and PeopleSoft Integration

Discover how Pepperdine digitized 6 million documents, launched 300 forms, and digitally transformed processes with PeopleSoft integration.

Higher Education Electronic Forms PeopleSoft Document Management

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Recent Webinars on Higher Education

Customer Panels

Conversations with the customer teams who did the work, discussing implementation, lessons learned, and key results.

Demo Days

Live screen-share product sessions that look inside real-world processes and workflows.

Industry Issues

Discussions on crucial issues affecting public sector organizations, including funding, compliance, operations, and more.

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