List of Softdocs Customers
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Since 2010, our global team of researchers has been studying Softdocs 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 Softdocs for Document 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 Softdocs for Document Management include: Elon University, a United States based Education organisation with 3000 employees and revenues of $350.0 million, Monmouth University, a United States based Education organisation with 3000 employees and revenues of $227.0 million, ClarkeKann, a Australia based Professional Services organisation with 73 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Softdocs, 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 ERP Financial Management software purchases.
The Softdocs 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 ERP Financial Management 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 | Insight Source |
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ClarkeKann | Professional Services | 73 | $10M | Australia | Softdocs | Softdocs | Document Management | 2014 | n/a | In 2014, ClarkeKann implemented Softdocs as its Document Management solution to centralize firm documentation and records. ClarkeKann is a professional services firm based in Australia with 73 employees, and the Softdocs deployment was positioned to support firm-wide document control and client-facing information workflows. Softdocs was configured to provide a central repository with metadata-driven indexing, full text search, version control and workflow automation, reflecting typical Document Management capabilities used to manage capture, classification and controlled access to client files. The implementation emphasized configuration of document metadata schemas, automated routing for review and approval, and retention controls, with Softdocs referenced explicitly as a desired skill in hiring notes alongside Affinity and FileSite. Operational coverage was described broadly across client services and back-office functions rather than a single team, with governance elements including role-based access controls, standardized naming and classification policies, and user training to align staff to new document handling and approval workflows. | |
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Elon University | Education | 3000 | $350M | United States | Softdocs | Softdocs | Document Management | 2018 | n/a | In 2018, Elon University implemented Etrieve by Softdocs, marketed as Softdocs, as its Document Management solution. The selection followed a multi-department requirements process driven by nine departments that had been using an existing content platform, and decision makers elected to expand the use of electronic workflows across administrative processes. Etrieve by Softdocs was configured to deliver core Document Management capabilities including document capture and centralized repository services, metadata-driven classification, records management and automated electronic workflows. The deployment emphasized configuration of workflow orchestration to automate approvals and routing, and used Softdocs functionality to enforce document retention and lifecycle handling consistent with institutional records policies. Rollout scope encompassed the nine contributing departments, with governance structured to centralize content policies while enabling departmental workflow templates and administrative configuration. Implementation activities focused on requirements consolidation, template-driven workflow standardization and role-based access controls to support cross-departmental document processing and ongoing administration of the Softdocs Document Management environment. | |
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Monmouth University | Education | 3000 | $227M | United States | Softdocs | Softdocs | Document Management | 2013 | n/a | In 2013, Monmouth University implemented Softdocs in a Document Management deployment to introduce an electronic content management platform focused on document imaging and workflow capture. The initial rollout concentrated on Reynolds' department and established core capture, indexing, and workflow orchestration capabilities to support departmental document workflows and customer-facing processes. Configuration emphasized front loaded setup and process re-engineering rather than preserving existing paper processes, with the Softdocs ECM Platform configured for imaging pipelines, document capture, metadata indexing, and automated document routing consistent with Document Management functional practices. Reynolds advised that taking extra time to set up the platform up front reduced the need for corrective rework later, noting the difficulty of fixing mistakes compared with doing it right initially. Softdocs provided an ongoing support relationship and structured knowledge transfer that expanded the department's technical proficiency in document imaging, enabling staff to better identify customer needs and lead workflow redesign. Reynolds credited the Softdocs team’s domain knowledge for accelerating internal capability building and described the vendor relationship as collaborative and sustained. The implementation narrative at Monmouth University centers on process re-engineering, deliberate configuration effort, and continuous vendor support as the operational pillars of the Softdocs Document Management deployment. Reynolds summarized the approach saying you have to re-engineer it to what you want it to be, and that with the Softdocs ECM Platform you can do it a better, different way. |
Buyer Intent: Companies Evaluating Softdocs
- State Of Minnesota Management And Budget, a United States based Professional Services organization with 10 Employees
- Rutgers, The State University of New Jersey, a United States based Education company with 34000 Employees
- Cove Hill Partners, a United States based Banking and Financial Services organization with 76 Employees
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