Treeno Electronic Document Management Solutions for Educational Institutions

Application Integration with Student Information, Financial, and Human Resource Software

The Treeno EMD system seamlessly integrates with many education applications such as Power School, BlackBaud’s Financial Edge, BlackBaud’s Razor Edge and Budget Sense. With just a single click, you can retrieve filed documents and automatically file, name and link documents to student, human resources and financial records within your student information, IEP, Financial and Human Resource management application.

Student Portfolio Management

Let Treeno manage your student portfolios. Tracking, storing and accessing student portfolios can be a challenge. Treeno provides centralized student portfolio management regardless of the medium of the students sample work. Treeno supports all file types in a single student electronic folder. The Treeno Student Portfolio folder can include but not be limited to scanned in paper files, word, excel, power point, voice files, wave files and email correspondence.

Individual Education Plan Management/ IEP Management

Whether or not your school has invested in an IEP manage application, there is still a challenge to manage and secure all the signed documents including, the signed IEP Plan, Signed Progress reports, goals and objectives documents, medical information and updates, and correspondence. Treeno EDM provides a secure and audited document storage solution. Treeno also provides a secure parental portal to allow for parents to have real time access to the students’ reports and information.

Application and Enrollment Management

Managing the application distribution, review and enrollment process can be a nightmare for any private or semi private school. The challenge for most staff and faculty it the distribution of the application to faculty for review and comment and then the collection of all the feedback for each application. Often time administration copies the application and distributes the application to the review team for comment. Once the feedback is received, it is a challenge to merge the comments on the specific application. With our document imaging solutions, administration can forward the file to all staff in seconds, notes are associated to the application and administration will be notified when all comments have been received. With Treeno reports, management can track and manage the incomplete files. No more paper reproduction, distribution, and chasing paper. Automate and manage the application, the people and the process.

Transcript Management

Have you ever been challenged by having to browse through boxes and filing cabinets to retrieve a single transcript? By scanning transcripts into our document imaging solutions system, transcripts can be retrieved in seconds. Files can be reproduced to the same quality of the file upon its input. With our document imaging solutions, you do not have to worry about the file yellowing over the years; clarity of the file will be maintained. Let Treeno Secure your transcripts and mitigate your risk of lost files as well as loss to possible natural disasters.

Manifest Notification and Approval Process

Many schools are challenged by reproducing all the financial transactions that need to be approved by the committee in the Manifest Approval Process. Let Treeno EDM, eliminate the need for reproduction and distribution. Treeno can automate linking the check to all the corresponding vouchers. Treeno will eliminate the need for reproduction and distribution, saving time and money.

Audit Financials

Let Treeno DMS store your documents in a secure unalterable format. Treeno’s detailed audit, reports on user access, date and time, what the authorized users touched and what they did. Treeno allows authorized users to be notified when it is their turn to review or approve financials in a secure audited method.

Vendor Contract Management

Managing and renegotiating vendor contracts can be a timeconsuming, daunting task. Let Treeno EDM help you manage the renewal process. Leverage Treeno tools to report on contract expiration, renewal, and renegotiation time lines. With Treeno’s versioning capability, you can track changes to a contract, including who made each modification and when.

Document Retention Policy and Process

Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically”, or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge”. Mitigate your risk by establishing your retention policy and automating the process.

Compliance

Treeno EDM solutions assists banking institutions with a variety of compliance initiatives, including:

• Security Exchange Commission (SEC)Financial Industry Regulatory Authority (FINRA)
• Sarbanes Oxley Act of 2002 (SOX)
• Health Insurance Portability and Accountability Act (HIPAA)

Education Institutions Rely on Treeno EDM Solutions to:

• Integrate with existing business applications for one-click automated filing, search and retrieval.
• Automate document workflow automation (DWA) tracking and accountability for improved internal productivity and customer service.
• Simplify access to documents by providing secure mobile access to information anytime, anywhere.

Learn more about how our document imaging solutions can help you manage your educational institutions documents. Contact us today!