Real-World Case Studies and Customer Success Stories with DocFinity

DocFinity ECM helped Phillips Exeter Academy go paperless in their Admissions department. The school improved efficiency, security, and staff morale... by eliminating paper-based processes. DocFinity enabled remote application review, faster processing, and better document management. Staff can now access documents securely from anywhere. The solution also supports other departments, boosting operational efficiency campus-wide.
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DocFinity ECM software helped Iowa State University speed up admissions processing. The admissions office now sorts, images, and indexes all... application materials before launching them into five automated workflows. Staff can see where each student is in the process at any time. The system reduced lost and duplicate files and improved access for authorized personnel. Iowa State rebuilt workflows to use new automation features, making the process more efficient.
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DocFinity ECM helped The Pennsylvania State University serve over 100,000 students across 24 campuses. Penn State used DocFinity to improve... information access, process efficiency, and regulatory compliance. Integrations with PeopleSoft and advanced capture technologies streamlined admissions, finance, and HR workflows. Intelligent Capture for check processing achieved nearly 100% accuracy. Standardized operations and change management increased user adoption and accountability.
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DocFinity helped Loyola University Chicago's accounts payable team cut check release time by 58%, from 12 to 5 days. Invoice processing turnaround... improved by 70%, dropping from 3-4 weeks to under 5 days. The department reduced aged accruals from $500K to $25K and cut daily complaint emails by 80%. DocFinity's enterprise content management and workflow tools enabled better document control, transparency, and efficiency. Loyola rolled out DocFinity campus-wide, achieving a 74% process improvement and saving $51,000 annually.
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DocFinity helped State College Area School District (SCASD) solve paper storage and retrieval problems. The district used DocFinity to store... payroll reports and school board minutes. Staff now access documents instantly, saving time and money. The software integrates with SunGard Pentamation and supports compliance needs. SCASD plans to expand DocFinity to more departments for better efficiency.
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DocFinity helped West Mifflin Area School District go paperless across five schools. The district used DocFinity for electronic document management... to store student records, board minutes, and more. Staff can now quickly search, retrieve, and send transcripts, improving response times and security. The system also enables easy redaction and web access to records. The district plans to expand with searchable PDFs, eForms, and integration with PowerSchool.
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DocFinity helped State College Area School District (SCASD) solve paper storage and retrieval problems. The district used to spend hours... finding and shredding payroll reports for 1,500 employees. With DocFinity, SCASD now stores payroll and school board documents electronically. Staff can instantly access records, saving time and reducing paper waste. The solution supports compliance with long-term storage rules and improves response to public information requests.
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DocFinity helped Loyola University Chicago's accounts payable team cut check release time by 58%. Invoice processing turnaround dropped from up... to 4 weeks to under 5 days. The department reduced complaint emails by 80% and aged accruals from $500K to $25K. DocFinity integrated with Lawson Software and centralized 65,000 annual transactions. The solution improved transparency, accountability, and efficiency across three campuses.
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DocFinity helped Phillips Exeter Academy move to a paperless admissions process. The school used to rely on paper, causing delays... and security issues. With DocFinity ECM, they now store and review applications electronically. Staff can access documents securely from anywhere. The admissions team processed up to 3,000 applications faster than before. The solution improved efficiency, security, and staff morale across the campus.
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Penn State uses DocFinity ECM to manage documents and processes across 24 campuses. They integrated DocFinity with PeopleSoft to streamline... admissions, financial aid, and HR workflows. Automated checklist holds and intelligent capture improved accuracy and reduced manual work. Standardized operations and enforced accountability led to better project outcomes. The university now processes checks with near 100% accuracy and enables secure, efficient access to student information.
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DocFinity helped West Mifflin Area School District go paperless across five schools. The district scanned half a million pages, making... student records, transcripts, and board documents easy to find and share. Staff now retrieve transcripts in seconds, improving response times and accuracy. Redaction and web access features protect sensitive data and speed up service. The district plans to expand DocFinity use for searchable PDFs and online forms.
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DocFinity ECM software helped Iowa State University speed up admissions processing. The Office of Admissions now centralizes and manages all... application materials digitally. Staff can track each student's application status in real time. The system reduced physical file storage and improved access for over 170 departments. ISU rebuilt workflows to use new automation features, making the process more efficient. Student records are now secure, accessible, and last for decades.
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