Treeno Software: Comprehensive Document Management for Fluid Workflow

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Lisa McCoole, COO
Over three years ago, Olympia School District in Thurston County, Washington, was facing a significant challenge in managing the district’s travel expense approval process. Looking deeper into the challenges, requests for travel authorization were tied up for several weeks in a complex manual routing and approval process. The paper-intensive process meant that every form had to be moved from desk to desk within a school before being routed to the district finance division for final approval. The paper-based workflow process was highly inefficient from a processing time standpoint but also lacked transparency in terms of knowing where a request was in the process and being able to report on that quickly when necessary.

Treeno Software provided a proven cloud-based electronic document management (EDM) solution to Olympia School District. The solution included a fillable travel expense PDF form that every school in the district would use. Treeno’s dynamic routing functionality allows the form to route through the district for approval and processing in over 130 different paths based on information entered on the form. Every workflow is tracked within the Treeno solution allowing for immediate reporting on the status of open items. As Treeno’s EDM solution ensured dynamic routing and real-time visibility into the exact location of the document, the school district benefited immensely. “We saved the district time and money by providing authorized users with real-time access to the files from anywhere, at any time,” states Lisa McCoole, COO of Treeno Software.

Unlike the traditional document management solutions that stop at scanning and archiving, Treeno’s EDM solution allows schools to create, capture, file, label, and retrieve documents with minimal clicks. Treeno provides a centralized view of all the documents to aid users in tracking their movement within their organization for improved productivity.
Treeno helps schools and districts lower expenses by providing a secure, audited repository where documents of all kinds can be stored and shared with groups of users based on granular permission setting ability. School districts use Treeno to secure curriculum records, transcripts, individualized education plans, certifications, human resource files, accounting, payroll, and more.

Physical storage of paper files not only requires expensive and extensive physical space but also exposes documents to increased risk of damage due to natural or man-made disasters. With Treeno, users can scan paper files into the system directly, eliminating the chances of them getting lost or misplaced. Foolproof security ensures data integrity remains high at all times. The solution integrates with core business applications such as CRM, finance, and HR systems via an effective API to support schools (districts’) document management efforts.

“Unlike our competitors, we offer a district class platform that can create immediate efficiencies for the largest of school districts while being affordable and equally beneficial to a small, stand-alone school. Treeno offers an API developers’ toolkit for our clients to extend the application within their systems.” In addition to the innovative EDM solution, Treeno’s effective support services set it apart from other players in the marketplace. “95 percent of our clients’ requests are solved on the initial call. Any open items are documented, and the client is kept abreast of our support team’s efforts to provide a solution. Customers often remark that Treeno’s responsive support staff is a defining component of the overall solution.

Recently, Treeno upgraded its EDM solution with a new graphical user interface to simplify administrative work for the school districts. In the near future, Treeno will be developing a mobile app to further improve its solution and assist school districts. “We strive to be at the forefront of innovation. Treeno can assist a school or district in managing files from creation to destruction with automated processes focused on saving the school’s (district) money and time,” concludes Lisa.

Company
Treeno Software

Headquarters
Portsmouth, NH

Management
Lisa McCoole, COO

Description
Treeno offers a proven cloud-based electronic document management (EDM) solution that allows schools to create, capture, file, label, and retrieve documents with minimal clicks. Treeno provides a centralized view of all the documents to aid users in tracking their movement within their organization for improved productivity. Treeno helps schools and districts lower expenses by providing a secure, audited repository where documents of all kinds can be stored and shared with groups of users based on granular permission setting ability. School districts use Treeno to secure curriculum records, transcripts, individualized education plans, certifications, human resource files, accounting, payroll, and more

Treeno Software