Case Study: UMass Global streamlines document management and e-signatures with Softdocs Etrieve

UMass Global migrates 8.4 million documents and replaces 3 legacy apps with Softdocs

UMass Global, a private nonprofit university, faced challenges with its outdated legacy document management system (ImageNow) and separate e-signature solutions. These systems were inefficient, required costly upgrades, and lacked integration with key platforms like Workday and Salesforce. They chose to implement the Etrieve platform from Softdocs to modernize their operations and simplify complex workflows.

By implementing Softdocs' Etrieve platform, UMass Global migrated 8.4 million documents and combined over 10 forms into a single efficient "super form." The solution integrated e-signatures and streamlined workflows, which eliminated redundant software licenses and resulted in significant cost savings. Softdocs provided the university with a modern, integrated system that improved both operational efficiency and the experience for students and staff.

UMass Global