Integration and Automation Platform - Softdocs

Supplier

Softdocs

Key Contacts

Lori Halligan
Senior Account Executive
Phone: +1 888-457-8879

Agreement Details

The agreement expires May 14, 2028

For other inquiries, contact the Procurement Team

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About Integration and Automation Platform - Softdocs

The Integration and Automation Platform Agreement provides members with access to qualified education Business Process Automation (BPA) and Integration Platform as a Service (iPaaS) capability. Established through a competitive prequalification process, this agreement enables institutions to access qualified supplier to streamline workflows, automate administrative functions, and improve data interoperability across key systems such as ERP, SIS, CRM, and LMS.

The agreement supports member objectives for operational efficiency, digital transformation, and data integration.  Members benefit from standardized contract terms, pricing transparency, and flexible implementation options suited to institutions of all sizes.

Benefits

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Unified Automation and Integration Solutions

Members can access platforms that streamline and automate administrative workflows while integrating core institutional systems such as ERP, SIS, CRM, and LMS.

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Cost Savings through Sector Pricing

Agreements include defined discount structures and transparent pricing models, enabling Members to achieve cost efficiencies across varying institution sizes and needs.

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Support for Low-Code/No-Code Environments

All solutions support user-friendly configuration environments, reducing reliance on IT development resources and enabling wider adoption across departments.

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Compliance-Ready Architecture

All suppliers meet Canadian data residency, privacy, and security requirements. Agreements include dedicated Privacy Protection and Security Schedules aligned with FIPPA.

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Enterprise Certifications and Standards

Suppliers comply with key industry standards including SOC 2 Type II, ISO/IEC 27001:2022, ISO/IEC 27701:2019, HIPAA, and GDPR, with practices aligned to CIS and NIST frameworks.

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Knowledge Transfer and Training Support

Suppliers provide documentation, onboarding support, and access to training resources to help institutions implement and maintain automation workflows effectively.

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