Softdocs Implementation 

Project Scope:
Softdocs Etrieve platform combines electronic forms and workflow automation functionality into an easily scalable, seamless experience for every user. E-forms can be completed online and routed through dynamic workflows, created by Etrieve’s drag-and-drop workflow designer. Softdocs will provide a user-friendly tool and is cost efficient for the university.

Benefits:

• Data fields can be pre-populated with Banner data, ensuring data consistency
• Data provided on Softdocs can be mapped and uploaded to Banner, reducing data entry by staff
• Detailed audit history tracks documents through workflows and provides real time updates
• Graphical workflow designer makes it simple to build and manage workflows
• Product is delivered with many higher education form templates that can be adapted for department needs
• Document repository delivered in Softdocs may be considered as the official document repository, potentially saving money, limiting need to index, and increasing process efficiencies

PROPOSED TIMELINE: Fall 2021 

Project Updates:

• Project Status Update - 

Project Team:

• Andrew Linn, Financial Aid
• Carol Laney, Office of the Registrar
• Carroll Keyes, IT Business Integration Services 
• Charles Tindall, Admissions 
• Courtney Orians, Admissions
• Danny Linton, HR
• Darla Keel, Team Co-Lead, Registrar
• Deborah Becker, Team Co-Lead, Financial Planning and Analysis
• G Guy, Cares
• George Ninan, Accounting
• Heidi Kendall, Business and Finance Reporting and Systems Initiatives
• Jessica Browmell, Office of the Registrar
• Judith Nance, Business and Finance Reporting and Systems Initiatives
• Jon Tignor, Admissions 
• Linda Heidi, Grants Accounting
• Madison Ellision, Financial Planning and Analysis
• Melissa Ramage, Business and Finance Reporting and Systems Initiatives
• Patty Murry, University Student & Business Services
• Rodney Gray, IT Business Integration Services   
• Sara Hagan, IT Web & Mobile Services
• Shan Arnold, Accounting
• Sheila Jones, Graduate School
• Shermia Cherry, Financial Aid
• Susan Boyce, Financial Planning and Analysis
• Teresa Adams, University Student & Business Services
• Todd Deese, Office of the Registrar
• Zaciquita Robinson, Financial Aid
• Shruti Bapat, University Process Improvement - Business Process Analyst
• Colette Williams, University Process Improvement - Project Manager

 Phone: 901.678.2213  |   E-mail: processimprovement@memphis.edu