Federation of Organizations provides health and wellness, housing and support services to individuals and families in New York City and neighboring Long Island.

A multi-service, community-based social wellness agency, Federation of Organizations provides health and wellness, senior and children’s, housing and support services in Suffolk, Nassau, Queens, Brooklyn, Bronx and Manhattan. Federation had been using the DocuWare on-premises solution for almost 10 years but utilized only basic capabilities. IT Director Michael Serrano wanted to review and further leverage the DocuWare solution. He learned about the increased functionality that would be gained by migrating to DocuWare Cloud and educated the department heads and staff about how the cloud worked. “I broke down the misconception that if software is not on-premises it’s not secure,” Serrano says. “Once I explained how information is encrypted and transmitted, everyone jumped on board.”

Migrating to the cloud

Serrano developed a migration plan and the cloud solution went live in early April 2020. At the time, staffers were adapting to working from home due to COVID-19, but because they were already familiar with DocuWare, the transition was straightforward. “Since the staff had a core understanding of the processes, transition time was minimal,” Serrano says. “Everyone acclimated quickly, and the tools DocuWare provides helped ease the stress.” Federation also integrated DocuWare Cloud with its Abila MIP Fund Accounting software.