Customer: Penn Foster Career School
Business Solution: DocStar ECM Enterprise Content Management
Business Challenge: Streamline document workflows, reduce processing time, increase collaboration, and easily retrieve student records.
Penn Foster is one of the nation’s leading distance education institutions, offering career-focused education at the high school and college level for more than 120 years. The firm has been lauded by a number of nationally recognized press institutions including the Wall Street Journal, PBS, the Boston Herald, and FOX Business for its high-quality, low-cost certificate and diploma programs.
Operating primarily out of Scranton, Pennsylvania with satellite offices in Boston and Phoenix, the firm employs roughly 300 individuals. Between the three locations, millions of documents are processed on an annual basis, allowing Penn Foster to enroll and educate more than 150,000 new students each year.
In 2012, Penn Foster senior managers realized that their existing system for processing documents was antiquated, offering only basic archival solutions and little in the way of efficiency and productivity. Penn Foster Manager of IT Services, Tim Condon, describes the limitation of their initial system, “The platform basically stored the documents. They were scanned into the system and it stored them in retrievable format electronically. And that’s pretty much the full extent of what it did.”
What Penn Foster needed, however, was a solution that allowed them to do much more with their content than merely scanning. They needed to be able to collaborate, annotate and track documents so that workflows could be automated and processing time could be reduced.
After an initial review of DocStar ECM , it was clear to Condon and other Penn Foster managers that the platform would provide the flexibility they desired in handling their content. The ability to move documents between parties and take notes without actually changing the document itself was especially attractive, as was the potential for improved workflow.
The first hurdle to integration occurred before the process had even begun: Penn Foster had amassed a plethora of documents in their existing system. Transferring such a quantity of data would be slow and could lead to potential down time. In order to avoid such situations, the DocStar team developed a completely new program that tripled the rate of document uploads. This allowed for zero down time, fast integration and rapid deployment.
After all of Penn Foster’s existing documents were moved onto the DocStar system, it was initially deployed within the Data Processing department which is responsible for 75-80% of the document flow occurring within the organization.
The platform was subsequently deployed at Penn Foster’s customer service call center. There, agents require instant access to a variety of student records, including enrollment and transfer forms, student documentation, scores and grades. With their previous system, Penn Foster customer service agents had access to only a limited selection of electronic data for each student. However, with the DocStar solution, all data pertaining to each student is tied directly to their student number, and all student data is housed in a central platform, allowing representatives to pull all student data with one query.
Since then, the application of the DocStar solution has continued to evolve and grow. “With the other system, we basically did one function. Now we are looking at an enterprise-wide document system,” Condon states. In looking ahead, he anticipates continued application development, “Really I see it expanding workflow in areas that require multiple approval levels.”
Penn Foster is also exploring the option of leveraging cloud capabilities. “We’re looking at giving some offsite graders some access to DocStar and we would use the web to do that.” Users would simply open their browser, log in through WebWorks and get instant access to all the data they need.
One of the most significant aspects of the integration for Penn Foster management was the service they received from DocStar. “They have been absolutely helpful with implementation. They were there when we needed them – every time we call them. They help us with any kind of new challenges we run across. The experience has been great with DocStar; there is nothing I can complain about at all.”
What’s more, DocStar ECM provided Penn Foster with the tools and information they needed to facilitate faster deployment in additional areas of the institution. “We’ve gone through training sessions with DocStar and we are very much able to set up our own templates and workflows now. As new workflow requests come in from the user communities, we have the ability to pretty much get it tested and out in production within a couple of weeks.”
Improved Customer Service
The representatives at Penn Foster’s call center handle a myriad of calls every day, a majority of which pertain to student services and consequently require access to a variety of student documents. In the past, the agents only had access to the data that had been uploaded in the system. If the required document had gone through Data Processing Service’s scanning system at least 24 hours prior to the call, then the agent would have access to it.
However, in some situations the required document (a) had not had sufficient time to upload or (b) was never in the DP Service’s scanning system queue. In such instances, the call would have to be dropped so that the agent could locate the paper document, at which time the agent could return the call. Naturally, this was an inconvenience for both the agent and, more importantly, the caller.
With DocStar ECM, the agents can look up records and see what the status is in real time. What’s more, because the agents are provided with a holistic view through immediate, centralized access to all the student’s data, they can answer questions across the board. This allows for customer service inquiries to typically be answered in one call, which improves customer satisfaction and allows the agents to process calls more quickly.
In addition to supporting the business objectives noted above, there were also direct financial savings for Penn Foster. As a result of implementing DocStar ECM and increasing their reliance on electronic documents, Penn Foster was able to reduce both printing costs and physical storage space.
The flexibility and real-time access that DocStar ECM has enabled across multiple functions within Penn Foster has had a dramatic impact on productivity. Now, employees can automate HR and Communications workflows from a process that formerly took weeks down to just hours. With a few clicks, they gain access to any documents they need and can annotate such documents in real-time, reducing the disparaging likelihood of duplicate effort that persisted with traditional paper documents.
Condon noted two specific workflows that have been chiefly impacted:
Because of the improved workflow performance, employees were able to allocate their time and efforts towards other processes that required more in-depth interaction.
Security & Compliance
Many of the student documents and data that Penn Foster maintains include personal student information that cannot be shared with outside parties. “DocStar has more robust security than the previous system did,” states Condon. Most notable for Penn Foster were the encrypted disc drive solution and the ability to segment access groups.
When compared to the liability associated with losing or misplacing paper documents, the security features of the DocStar solution offered an exponentially superior insurance policy.
Prior to the DocStar implementation, the issues and challenges of document management touched Penn Foster stakeholders across the board. However, with the DocStar platform, employees are able to operate more effectively and external parties are better served through improved security and customer service. With such a strong foundation, Penn Foster is better equipped to fulfill its mission of helping students acquire the skills needed to advance in their chosen field, begin new careers, or pursue their passion!