Success Stories | Symplicity

From Paper Files to Streamlined Case Management: How Towson University Transformed Their Operations with Symplicity

Written by Sarah Howorth | Jul 14, 2025 7:50:00 PM

Towson University's journey from traditional filing cabinets to a unified digital case management system showcases the power of dedicated support, a caring university team, and thoughtful implementation. 

 

The Challenge: Managing Complex Cases Across Multiple Systems 

When Joshua “Josh” Hayes, Assistant Vice President of Equity Compliance, joined Towson University's Office of Equity Compliance (OEC) team, he brought over 18 years of higher education experience. However, coming from a "pen, paper, and filing cabinet" background, Josh faced the daunting task of learning an entirely new way of managing sensitive Title IX, hate/bias, and discrimination cases in 9 ½ months. 

The university was operating with a fragmented approach, using two separate systems simultaneously: the Advocate system for student matters and the GME model for faculty and staff issues. This dual-system approach created significant challenges: 

  • Data analysis required navigating multiple platforms 
  • Comprehensive reporting was cumbersome and time-intensive 
  • Staff needed to maintain expertise across different interfaces 
  • Important communications and documentation could be scattered across systems 

 

The Transformation: A Unified Approach 

The turning point came when one of Symplicity's client managers, Dennis, made an on-site visit to Towson University. What began as a training session evolved into a comprehensive system overhaul that would fundamentally change how the university managed its cases. 

 

Streamlining to a Single System 

Dennis worked closely with the Towson team to consolidate their operations into a single GME system, eliminating the need to juggle multiple platforms. As Anthony Davis, Title IX Coordinator and Civil Rights Investigator, explained: "We went from using two systems to using one, which made everything very simple within our workflow." 

This consolidation required careful planning and thoughtful implementation. The team had to rebuild their GME configuration from scratch, ensuring that every detail was properly configured for their specific needs. Dennis completed this complex project in just three to four days on campus—a testament to both his expertise and the system's flexibility. 

Kathy Peters, ADA Coordinator and Civil Rights Investigator, commented on the transformation impact:

"Having Dennis come in and help us understand and fully utilize the GME portion of Symplicity for all of our needs was really a game changer for us. We were paying for a module that we weren't using, and now I use that to capture accommodations and things like that."

 

Kathy Peters
ADA Coordinator and Civil Rights Investigator, The University of Arizona

Expanding Impact Beyond Compliance 

The success of the system overhaul had ripple effects throughout the university. In addition to ADA accommodations, HR was considering utilizing GME for their employee relations investigations. Proper firewalls were established to maintain appropriate privacy and access controls between departments. 

 

Key Success Factors 

  1. Exceptional Customer Support

Throughout their journey, the Towson OEC team consistently praised the responsiveness and dedication of their Symplicity representatives—Dennis, Michelley, and Caydn. Josh Hayes noted: "They always respond very quickly. There are times where I've emailed asking questions or requesting a Zoom call, and I feel like they respond within seconds." 

This level of support was particularly crucial for Josh, who was learning Symplicity’s case management software for the first time. "Dennis, Michelley, and Cadyn never made me feel that I was less than, or as if I needed to take extra classes," he reflected. 

  1. Practical Feature Implementation

The team discovered and leveraged several key features that streamlined their daily operations: 

  • Automated email integration: Using personalized email addresses that automatically route communications directly to case files 
  • Comprehensive notes system: Josh transitioned from keeping notes in his Outlook calendar to using Symplicity's integrated notes feature, calling it "absolutely incredible" 
  • Archive accessibility: The ability to search through archived cases proved invaluable for background checks and employment verifications 
  1. Improved Incident Reporting

Working with Dennis, the team completely revamped their incident report forms, making them more accessible and user-friendly. The new forms: 

  • Use practitioner-focused language rather than legal jargon 
  • Include direct links to relevant policies and procedures 
  • Provide contact information for campus police and resources 

 

Measurable Outcomes 

The transformation yielded several concrete improvements: 

  • Complete case tracking: Every issue that comes to the department is now recorded in the system, creating a comprehensive audit trail 
  • Efficient data analysis: The team can now easily pull reports and analyze trends across their entire caseload 
  • Improved response times: Staff can quickly access historical information when complainants follow up on previous reports 
  • Enhanced collaboration: Significant collaboration within Symplicity between the OEC, Student Accountability and Restorative Practices office, and Student Outreach and Support office 

 

Ongoing Partnership and Future Opportunities 

The relationship between Towson University and Symplicity continues to evolve, with the team regularly communicating enhancement requests and feedback. Recent successes include Cadyn resolving a long-standing issue with student information population, demonstrating the ongoing commitment to customer success. 

Josh Hayes captured the overall sentiment: "We have a dedicated rep, and not all companies do that. That's what I really appreciate about Symplicity—that we have a dedicated rep not just for us, but for our student affairs as well." 

 

Looking Forward 

While celebrating their successes, the Towson team continues to identify opportunities for growth and is working with the Symplicity team on these enhancements, including: 

  • Improved case transfer capabilities that maintain document attachments 
  • Enhanced workflow management that aligns with their specific investigation phases 
  • Advanced document security features for sensitive report distribution 

 

Their openness to continuous improvement, combined with Symplicity's responsive support model, positions Towson University for continued success in managing their critical compliance and student affairs cases. 

Towson University's transformation, under the leadership of Patricia Bradley, JD, LLM, MPA (Vice-President - Inclusion and Institutional Equity), from paper-based processes to a unified digital case management system demonstrates how the right combination of technology and support can revolutionize operations while maintaining the human touch that's essential in sensitive student affairs work. 

 

 

Want to see how they did it? Book a demo with us today to discover how Symplicity can work for you and your team.