Industries
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Regardless of the industry in which you work—or the size of your company—DocFinity can make any organizational or departmental operation more efficient, more productive, and less expensive.
It’s flexible and scalable—easily rolling out across the entire organization and allowing you to leverage your initial investment from one department to increase your performance and ROI in others.
Education
School District
DocFinity helps schools and school districts cut costs and avoid risks by offering secure, reliable access to complete student and teacher/employee files.
Higher Education
DocFinity ECM empowers higher education institutions to create, monitor, and optimize student-based documents, records, and back-office processes.
Independent Schools
Make the most of endowments, donations, and tuition dollars by automating, standardizing, simplifying, and expediting the flow of information and task completion across your institution.
Improve Processes in Every Department
Enrollment
DocFinity automates the assimilation of comprehensive student records.
Registrar
Utilize workflow and eForms to ease and automate student-driven processes.
Operations
Leverage DocFinity ECM to centralize information campus-wide.
Student Life
DocFinity ECM improves processes in athletics, residential life, health services and more.
Donor & Alumni Relations
Manage donor & alumni personal data, contributions, endowments and correspondence.
Student & Teacher Records
Eliminate manual paper-intensive processes and regain control by automating records retention and disposition.
Government
Whether you represent a city, county, or state government, you must have control of your documents to extract useful, timely information. To minimize bottlenecks and enhance service, you must also find ways to expedite and standardize your departmental business and administrative processes.
Eliminate redundant processing, hectic data searches, and declaring records freeing up time for person-to-person interactions.
Provide easy and secure access to digitally stored public records as mandated by laws like the Right-to-Know Act.
Expedite response times and minimize costs by organizing, indexing, storing, and protecting information so you can find what you need when you need it.
Centralize the information you have in other applications and make it accessible to authorized users on demand.
Insurance
To be successful, insurance agencies of all sizes must automate and standardize processes to improve productivity and deliver an exceptional customer experience.
Solutions for Every Insurance Department
Underwriting
Standardize and automate underwriting processes with workflow & system integration.
Insurance Claims
Automate claims to quickly service policyholders and catch fraudulent activity.
Adjusters
Get funds to policyholders faster with DocFinity document & data gathering tools.
Back-Office
Leverage DocFinity ECM everywhere to centralize information and automate processes.
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