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Higher Education

Universities, colleges and degree granting institutions are increasing productivity and improving service with Treeno Electronic Document Management Solutions

Universities, colleges and other degree-granting institutions are undergoing rapid changes around the world, which have driven mergers and the creation of intra-institutional partnerships for teaching and research. Budgetary pressures have forced them to do more with less, while there is an increased enrollment of a wider spectrum of students with more diverse educational needs that must be served.

At the same time, Electronic Document Management and related technologies have enabled institutions to deliver education beyond institutional walls, while also supporting a range of tools to improve information dissemination, communication and collaboration both on and off campus. But these are not discretionary technologies as technically savvy students and younger faculty expect them to be available, making the implementation of EDM technologies an important element in any institution’s competitive ability to recruit and retain the best students and faculty. Concurrently, increased regulatory oversight has required institutions of higher learning to implement process and records management tools and long-term archives.

With Treeno’s Electronic Document Management Solution for the Educational Industry, you can:

  • Improve customer service across all departments including enrollment services
  • Improve student quality through faster and more accurate application response and approval
  • Access and manage student and business documentation anytime and from anyplace
  • Gain secure, centralized access to teacher and student records(including reports and documents from all other existing applications) from any location
  • Automate and track grant writing processes, improving your ability to meet deadlines and secure funding
  • Reduce paper, paper storage, photocopying, and faxing costs
  • Improve your ability to manage contracts and budget revisions with Treeno’s version control and automated records management
  • Recruit and retain high quality employees by streamlining human resources processes
  • Improve information security and document integrity improving regulatory compliance

The typical school handles hundreds of thousands of documents each year including human resource forms, student records, transcripts, student portfolio samples, professor and faculty portfolios, performance reviews, teacher certifications, contracts, financial, grants and curriculum records. The volume of files and the demand for security place tremendous strain on office staff members responsible for filing, storing and retrieving these documents. Today, the majority of this information is handled through inefficient, manual processes due to the notion that an automated institution wide system is costly, disruptive to existing workflow processes, and difficult to use. Treeno Electronic Document Management is a cost effective document management solution that has an immediate return on investment. Saving you and your staff time and money.

Treeno Electronic Document Management Solutions for Colleges, Universities and Degree Granting Educational Institutions

Gift Foundation Management

Endowment gifts provide a dependable perpetual income for education institutions. Requesting, collecting and managing funds is time consuming and challenging. Treeno EDM allows education institutions to accurately record receipts of gifts for tax purposes and acknowledgement of each gift.

Application and Enrollment Management

Managing the application distribution, review and enrollment process can be a nightmare for any college, university or degree earning institution. The challenge for most staff and faculty is the distribution of the application to faculty for review and comment and then the collection of all the feedback for each application. Often times, 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 Treeno EDM, 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 distribution and collection process. No more paper reproduction, distribution, and chasing paper. Automate and manage the application, the people and the process.

Student, Professor and Faculty Portfolio Management

Let Treeno manage your student, professor and faculty portfolios. Tracking, storing and accessing student, professor, faculty portfolios can be a challenge. Treeno provides centralized management regardless of the medium of the sample work, publications, certifications and presentations. Treeno supports all file types in a single electronic folder. The Treeno portfolio folder can include but not be limited to scanned in paper files, Word, Excel, Power Point, voice files, wave files and email correspondence.

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 Treeno EDM system, transcripts can be retrieved in seconds. Files can be reproduced to the same quality of the file upon its input. With Treeno EDM, 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.

Performance Review Management
Treeno EDM workflow and reports allows administration to electronically notify management when reviews need to be completed. Reports allow administration to report on outstanding performance reviews, when they were assigned and how much time has passed since first notification.


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.

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

The Treeno EMD system seamlessly integrates with many education applications such as Banner, 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.

Contract Management

Managing and renegotiating contracts can be a time- consuming, 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 student, faculty 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.


Treeno EDM solutions assists educational 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)

Educational 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.
  • Eliminate storage and courier costs by scanning and electronically routing information.
  • Simplify and reduce operation expenses associated with third party audits.
  • Streamline and automate document retention and destruction processes with custom business rules.
  • Automate and track grant writing processes, improving your ability to meet deadlines and secure funding.
  • Reduce paper, paper storage, photocopying, and faxing costs.
  • Improve your ability to manage contracts and budget revisions with Treeno’s version control and automated records management.
  • Improve service across all departments including enrollment services
  • Improve student quality through faster and more accurate application response and approval

“Treeno has truly been a change-agent, providing Olympia School District the security that comes from knowing our documents will be preserved and archived, safe from future floods or other natural disasters. At the same time, we now have routing and other workflow capabilities we didn’t know we needed but now drive more efficient, effective processes.”

Justin Lanting
Business Manager
Olympia School District