List of DocFinity Customers
Columbia, 29219, SC,
United States
Since 2010, our global team of researchers has been studying DocFinity customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased DocFinity for Enterprise Content Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using DocFinity for Enterprise Content Management include: Office of the Physical Plant Penn State, a United States based Professional Services organisation with 17000 employees and revenues of $1.00 billion, Phillips Exeter Academy, a United States based Education organisation with 600 employees and revenues of $150.0 million and many others.
Contact us if you need a completed and verified list of companies using DocFinity, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The DocFinity customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Office of the Physical Plant Penn State | Professional Services | 17000 | $1.0B | United States | Companion Data Services | DocFinity | Enterprise Content Management | 2018 | n/a |
In 2018, the Office of the Physical Plant Penn State used DocFinity as an Enterprise Content Management platform to digitize and manage documents supporting campus facilities operations. DocFinity functioned as the central content repository for document capture, indexing, metadata tagging, controlled retrieval, and lifecycle management to organize facility asset records and project documentation.
DocFinity was operated alongside ESRI mapping workflows and the maintenance of IBM Maximo, with the application used to store field-captured documents, maps, and geospatial project artifacts that support asset maintenance and mapping teams. The implementation emphasized document capture and imaging, records indexing, search and retrieval workflows, and content retention controls tied to facilities, asset management, and mapping business functions, providing structured document access for field data collection and ongoing campus facilities maintenance.
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Phillips Exeter Academy | Education | 600 | $150M | United States | Companion Data Services | DocFinity | Enterprise Content Management | 2017 | n/a |
In 2017, Phillips Exeter Academy deployed DocFinity as its Enterprise Content Management platform to drive paperless Admissions processing and begin a campus wide shift away from paper based workflows. Phillips Exeter Academy implemented DocFinity Enterprise Content Management for Admissions and planned a multi year rollout extending to College Counseling, Alumni, Administration, and back office functions in HR and Finance.
The implementation centered on imaging and electronic folder management, document indexing, browser based retrieval, and DocFinity Workflow to orchestrate the Read and Review process. DocFinity Workflow was configured to manage reader queues, track review status, and maintain audit visibility into who had accessed application materials, while electronic folders consolidated multiple files per applicant including essays, reports, and test scores.
DocFinity was integrated with Colleague by Ellucian as the student information system and with CollegeNET for application intake, enabling online application images to flow directly into the ECM repository. Operational coverage began with Admissions and prospect management and expanded to College Counseling, Dean of Students, Summer School, and a global initiatives group, with plans to centralize accounts payable indexing and add additional workflow phases across campus.
Governance emphasized close collaboration between IT leadership, embedded DocFinity business analysts, and end users to redesign processes and enable remote review. Reported outcomes from the deployment include minimized paper processing, enhanced document security, support for a mobile workforce, streamlined applicant review and accelerated turnaround, and improved operational efficiency that enabled faster Summer School enrollment and laid groundwork for analytics driven routing and rules based process automation.
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Buyer Intent: Companies Evaluating DocFinity
- Elevance Health, formerly Anthem, Inc, a United States based Insurance organization with 104900 Employees
- BlueCross BlueShield of South Carolina, a United States based Insurance company with 16000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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