School districts handle a multitude of documents, both paper-based and electronic, every day. Given the sheer magnitude, coupled with the level of confidentiality, it is a real struggle for institutions to manage, secure, and access these documents. There is a growing trend for educational institutions today to move away from traditional server-based software deployments that entail server upgrades, SQL licensing, and backup plans which in turn necessitate more IT people to support that infrastructure for managing information electronically. To meet this trend, Treeno Software provides a proven cloud-hosted electronic document management (EDM) solution which allows permissioned users to log in from any browser on any device and securely access and manage important files when required.

Treeno helps schools manage their student information, human resources, and accounting documents. Student individual education plans (IEP), transcripts, medical files, disciplinary records, onboarding documents, benefits, certifications, garnishments, payroll, and accounting files can be stored in the Treeno EDM system in a client configured database. Treeno’s EDM solution effectively preserves and protects every document in a centralized location whereby schools can free up physical storage space and safeguard paper-based records from degradation over time while enhancing security by granting access to licensed users only. Treeno’s uniqueness lies in its flexibility to integrate the EDM system into its clients’ core business applications in a simplified, cost-affordable manner.

In its experience of working with school systems, Treeno identified a major need for automated submission of forms. To this end, the firm creates the ability for school employees and parents to fill out electronic PDF forms from anywhere which, once completed, are automatically labeled and filed into the Treeno EDM system and a specified employee is alerted. “We have recently implemented travel expense fillable form technology for Olympia School District to streamline the request and approval process for all travel expenditures district-wide,” says Lisa McCoole, COO and VP of Sales at Treeno Software. When district travel expense forms are submitted, Treeno’s dynamic workflow can automatically route the file through the district based on the school that is submitting the form and whether or not the expense is being subsidized by an additional department.