Companion Data Services offers secure IT infrastructure and solutions for government, commercial and education agencies through their publicly awarded contract through OMNIA Partners.

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

How Companion Data Can Help

Key Offerings

Document 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: A secure platform that facilitates the exchange of information between your organization and external parties, such as clients, partners, students, or employees.
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: Ideal for organizations with existing infrastructure, providing full control over the system and data.
CLOUD: Hosted on DocFinity's CLOUD hosting provider, this option reduces IT burdens and offers automatic updates, with a predictable monthly 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 businesses 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 company—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.