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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

iSynergy for Education

Dramatic cuts to school funding are occurring year after year. As budgets continue to tighten and schools continue to receive less backing, educational institutions are trying to do more with less. Investing in a content management solution for your organization will reduce expenditures related to paper and staff, so the focus can be put back to more important areas. Polk Community College quickly realized the benefits of this technology after implementing the solution into just one area of the organization.

Education Processes

Admissions & Enrollment

Essentials:

  • Organize and bind related documents for a comprehensive student case file
  • Gain complete visibility of the entire workflow and track every prospect through each phase of the admission and enrollment process
  • Capture pre-application information via fax, email, mail or online portals and securely store all information in a single electronic repository
  • Convert all archived student information into electronic documents to be stored in the system to reduce storage space and fulfill transcript requests
  • Standardize the transcript workflow process and route applications automatically for review

Rewards:

  • Make quicker and better informed admissions decisions
  • Streamline collection of student records
  • Automate routine tasks for streamlined transcript processing
  • Enhance the collaboration and sharing of information campus wide
  • Process a quicker number of applicants without increasing staff

Student Services

Essentials:

  • Share and collaborate with the entire campus through a single repository
  • Provided greater security for confidential student information with a system that has granular permissions settings and control configurations
  • Capture physical and electronic copies of change requests, student correspondence, healthcare data, athlete eligibility forms and housing documents and bind them to the corresponding students record/li>

Rewards:

  • Increase student satisfaction and improve student retention rates
  • Standardize and automate the processes for student housing, athletics and health services for consistency in student service management
  • Increase availability of housing and healthcare services to students and provide quicker response to student inquiries
  • Track student progress, ensure athletic compliance and better manage individual student files

Human Resources

Essentials:

  • Integrate all letters of reference, resumes, W-2s and salary data into a complete employee file
  • Standardize the workflow for hiring, employment management and off boarding for consistent handling of all processes
  • Provide strict security and control over sensitive and confidential employee information

Rewards:

  • Fill critical positions quicker with the top talent
  • Better manage staffing levels and respond to changing needs as they arise
  • Bind various content types including certifications, I-9 forms, employee photos and more into a single case file
  • Eliminate repetitive and manual tasks so workers can focus on value added activities

For more of the benefits in HR, visit our Human Resources Department.

Accounting

Essentials:

  • Integrate with your existing business applications including PeopleSoft, Microsoft Dynamics, SAP and others
  • Link documents, receipts, requests and more to records and data in any application for instant retrieval
  • Automate the process for expense reporting and route necessary paperwork electronically to all responsible parties

Rewards:

  • Better process visibility to allocate resources appropriately
  • Workflow visibility allows for enhanced budget planning
  • Receive notifications and alerts so invoices and payments are never missed

For more of the benefits in Accounting, visit the AP/AR Department.

Compliance

Essentials:

  • A complete and transparent audit trail of all activity in the system
  • A secure repository with granular permissions and controls
  • Flexible system that requires no coding or IT support to manage
  • Retrieve information quickly with dynamic linking and full text searching

Rewards:

  • Satisfy auditors quickly and easily
  • Enhanced support of processes that surround regulations
  • Maintain the integrity of data and documents in the system over any time cycle
  • Business can adapt to changing regulation requirements

We Integrate With…

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Department Solutions

  • Accounting
  • Human Resources
  • Legal
  • Other Departments

Industry Solutions

  • Banking
  • Distribution & Wholesale
  • Education
  • Energy
  • Government
  • Healthcare
  • Insurance
  • Legal
  • Manufacturing
  • Media & Film Production
  • Mortgage
  • Nonprofit
  • PEO & HRO

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