Companion Data Services offers Enterprise Content Management and Business Process Management / Workflow solutions for government agencies and education institutions through the competitively-awarded contract.

Digital Solutions and Records Management
Region 4 ESC - TX|R231001

How DocFinity Can Help

Key Offerings

Enterprise Content Management: Centralizes the storage and retrieval of documents, enabling efficient handling of diverse content types.
Business Process Management (BPM) / Workflow: Facilitates the design and implementation of workflows to automate and standardize business processes, reducing manual intervention and errors.
Electronic Forms (eForms): Allows the creation and management of electronic forms to capture and process business data efficiently, integrating seamlessly with existing systems.
Records Management: Ensures compliance with regulations by automating the archiving, retention, and disposal of records according to organizational policies.
Self-Service Gateway: An extremely cost-effective web portal solution for certain internal users as well as external users like applicants, customers, students, residents, and suppliers to securely perform a defined set of transactions.
Integration Capabilities: Offers APIs and integration tools to connect with various business applications, including Microsoft Office and other enterprise systems.

Industries Served: DocFinity caters to diverse sectors including education, government, insurance, financial services, and more. The software is tailored to meet industry-specific challenges such as regulatory compliance, operational efficiency, and enhanced customer service.

Deployment Options

On-Premise: DocFinity On-Premises option might be right for customers that have the resources to support operations and also have already invested in the hardware, operating software, and network.
DocFinity Cloud: This option offers Zero Capital Expenditure and All-Inclusive Approach that includes maintenance, support, upgrades and updates thereby reducing IT burden at a predictable monthly subscription fee.

Key Strengths

Scalability for organizations of all sizes.
Strong emphasis on security and compliance.
Flexibility in deployment and pricing models.

With decades of experience, DocFinity remains committed to delivering innovative and customizable solutions that empower organizations to better manage their content and processes.

The DocFinity Experience

DocFinity serves a wide range of industries. Regardless of the industry in which you work—or the size of your organization—DocFinity can make any organizational or departmental operation more efficient, more productive, and less expensive.

Education - Higher education institutions, K-12 school districts, Independent schools
Government - Local, state, and federal agencies, Public services and utilities

Each solution is designed to address the specific challenges of the industry, such as compliance, process automation, and data accessibility, ensuring efficient operations and improved service delivery.