Explore Workflow Resources

How education and government teams are replacing manual approval chains with automated workflows that move faster and break less.

Manual approval processes rarely fail dramatically. Rather, they fail quietly. An inquiry sits in an inbox for days. A request gets lost in a pile of sticky notes. An employee waits for access because the right person was on vacation.

Digital workflow and process automation remove the dependency on individuals to manually move things forward. The organizations getting the most out of it aren't automating for automation's sake. They're examining process bottlenecks, fixing the process first, and then building smarter, automated, digital paths.

It's a cliche, but it's true: less time spent coordinating and more time spent on the work of student and constituent service.

Case Studies Related to Workflow

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

Kansas State Board of Nursing

How the Kansas State Board of Nursing Manages 75,000 Licensees, Eliminated Paper Processes, and Closed Workflow Gaps with Softdocs

Kansas State Board of Nursing modernized workflows, fixed audit readiness, and reduced processes with a staff of 27 managing 75,000+ licensees.

Government Electronic Forms Workflow Document Management

Richland School District One

How Richland One Improved Visibility to Make a Critical K–12 Approval Process Faster

Richland One modernized paper-based approval workflows with Softdocs, improving turnaround time, accountability, and audit readiness.

K-12 Education Workflow Information Technology Hyland OnBase

Rockingham Community College

Rockingham Community College Expands the Etrieve Platform Across Campus

Ellucian integration and focus on education convinced Rockingham Community College to deploy Etrieve with Softdocs Managed Services to augment their team.

Higher Education Electronic Forms Workflow Financial Aid Business Office Print Customization Document Management Managed Services Ellucian Colleague

Central Carolina Community College

Central Carolina Community College Digitizes Thousands of Paper Files Across Campus

Central Carolina Community College (CCCC) deployed Softdocs eForms, Workflow and Document Management in payroll, purchasing, financial aid, AP, and HR.

Higher Education Electronic Forms Workflow Human Resources Financial Aid Business Office

Oakland Community College

How Oakland Community College Replaced Two Legacy Systems and Saved 15,000 Hours Annually — Without Increasing Costs

Oakland Community College replaced ImageNow and Docusign with Etrieve from Softdocs, integrating with Ellucian Colleague SaaS using Ethos.

Higher Education Electronic Forms Workflow Student Services Electronic Signatures Managed Services Ellucian Colleague Ellucian Ethos ImageNow Docusign

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Recent Webinars on Workflow

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.

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