Charity

Document Management - Asthma UK Case Study

Profile:

The largest independent provider of funding to asthma research in the UK. A major provider of support to doctors and asthma sufferers.

Key Drivers:

Compliance with Gift Aid audit trail requirements.

The charity was unable, with the paper filing system, to easily provide a complete audit trail for each of its Gift Aid claims because it was almost impossible to quickly link an individual claim to all the relevant paper records.

Asthma UK entered a formal process to procure a document management software system which would address the challenge of providing the accurate audit trails required to secure its Gift Aid tax claims.

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Wine Merchants

Document Management - Direct Wines Case Study

Document Management for Direct Wines accounts dept. The Direct Wines accounts team handles in excess of 2,000 non-stock related supplier invoices and documents each month for everything from IT services to electricity supply. This invoice handling had previously been done via a completely manual system that was difficult to control and making payments slow.

Profile:

To streamline the operation of the accounts payable department.

Key Drivers:

Owners of the Laithwaites and Sunday Times wine club brands. Direct Wines was established over 30 years ago and now has an annual turnover of more than £200 million. Other drivers were PoD processing management, dispatch note processing, delivery note processing, workflow and electronic archiving.

 

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Education

Document Management - Gateway Community College Case Study

Profile:

Document Logistix helped Gateway Community College go paperless when the College relocated to its new-build location. More than 1800 learners generate many thousands of documents. Administrators and Teaching staff require access throughout the pupil journey from enrolment to course allocation.

Key Drivers:

Enrolment and student records management efficiency, paperless commitment, time and cost savings, secure access for multiple stakeholders, enhanced compliance to meet internal and external audit requirements.

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Education

Document Management - University of Birmingham Case Study

Profile:

Reduction of paper archive, Staff Efficiency and Accelerated Document Access & Distribution.

Key Drivers:

Over 15,000 students from more than 150 countries.

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Finance

Document Management - American Bank of New Jersey Case Study

Document Manager streamlines document archiving at American Bank of New Jersey. Established nearly a hundred years ago, American Bank of New Jersey provides a traditional community save and loan service. The bank provides the finest financial products and services available, backed by the latest technologies.

Profile:

Established nearly a hundred years ago, American Bank of NJ – provides a traditional community savings and loan service.

Key Drivers:

Provide enterprise-wide document and image management, deliver competitive advantage, empower staff to provide better customer service.

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Law Enforcement

Documents under control for the Virginia State Police

Profile:

Public Service organization servicing a 90,000 population across 550 sq. miles. Manned by 135 officers and support staff, Floyd County provides key community services.

Key Drivers:

Minimize manual processes, eliminate inefficient paper system, create additional office space by eliminating shelving system.

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Law Enforcement

Document Management - Walton County Sheriff's Office Case Study

Profile:

Public Service organization servicing a 80,000 population across 330 sq. miles. Manned by 110 officers and 30 support staff, Walton County provides key community services.

Key Drivers:

Minimize manual processes, store multiple documents types, eliminate inefficient paper system, create additional office space by eliminating shelving system.

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Logistics

Document Management - DHL Exel Supply Chain Case Study

Profile:

Global provider of business logistics solutions to clients in a wide range of industrial sectors.

Key Drivers:

To streamline the process of capturing/processing employee data from the "Tell it how it is" surveys.

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Vehicle Leasing

Document Management for Lex Vehicle Leasing

Profile:

Lex is an HBOS Group company; it owns a fleet of over 178,000 cars and vans, with motoring heritage dating back to 1928.

Key Drivers:

Reduction of mis-filed/lost documents. Reduced time delays in getting documents to the correct people. Document Manager has played a key role in speeding up Lex's paperwork process and maintaining its high standard of service to customers. For each vehicle, Lex has to maintain an extensive file of documents, including ownership forms, contracts and a variety of other material.

 

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Fleet Management

Document Management for Ceva Fleet Maintenance

Profile:

Ceva Logistics is the country's leading business-to-business express delivery company. The Company delivers hundreds of thousands of consignments every week  in excess of 100 million items per year.

Key Drivers:

To remove piles of paper and rows of filing cabinets from the office. Time management, to improve staff efficiency. File of documents, including ownership forms, contracts and a variety of other material.

 

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Logistics

Document Management - Ceva Logistics Case Study

Profile:

Ceva Logistics provide services across the full supply chain, for production facilities, manufacturers and retailers.

Key Drivers:

Cost savings, improved staff efficiency, increased document security.

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Insurance

Document Management - Self Assured Case Study

Profile:

Independent law firm in the City of London. With 290 lawyers, Macfarlanes handle complex and high-value global transactions.

Key Drivers:

Removal of paper from the office. Faster document processing and distribution. More effective and secure archiving. Improved document search.

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Manufacturing

Document Management - Spirax Sarco Case Study

Profile:

Spirax Sarco provides knowledge services and products for steam heating and process plants to a global customer base.

Key Drivers:

Time saving for the accounts payable and general ledger departments, improved security for documents, elimination of paper from the office.

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Insurance

Document Management - Sutton Barnard Case Study

Profile:

Sutton Special Risks Ltd, part of the Sutton Group, specialise in arranging difficult-to-place liability insurance for the Fire Protection, Security and Cleaning industries.

Key Drivers:

Faster access to client details, eliminate paper processes and inefficiency, improve customer service.

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Retail and apparel

Document Management - Paxar Case Study

Profile:

Paxar Corporation is a global leader in providing innovative merchandising systems for the retail and apparel industry.

Key Drivers:

To be able to meet payment deadlines. To stop documents 'disappearing'. To keep up with paperwork.

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Dairy

Document Management - Pensworth Case Study

Profile:

Milk and dairy product distributor operating across central and Southern England.


Key Drivers:

To have apaperless office and reduce storage of paper in the office. Tight integration with IRIS Exchequer.

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Insurance

Document Management - Sterling Insurance Group Case Study

Profile:

UK - based insurance group offering Life Insurance,Payment Protection,Commercial Insurance, Health and Household Insurance.
Employs over 300 people at two main sites.

Key Drivers:

Automated processing of inbound mail. Storage of customer files. Automation of internal filing processes.

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Insurance

Document Management - Sutton Specialist Risks Case Study

Profile:

Bristol- based Sutton Special Risks, part of the Sutton Group,specialise in arranging difficult-to-place liability insurance for the Fire Protection, Security and Cleaning
industries.

Key Drivers:

To scan historical documents at low cost. To use office space for staff and not for filing cabinets.

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Further Education

Document Management - City College Birmingham Case Study

Profile:

Employing approximately 600 staff, the College was formed in 1998 following the merger of Handsworth and East Birmingham Colleges.

Key Drivers:

Reduction in storage of paper and the 21 million photocopies per annum. Improve staff efficiency and cross-site access to documents.

The college's East Birmingham campus was being relocated to a new state-of-the-art campus. The new Fordrough campus is a result of a partnership between City College Birmingham and the Learning and Skills Council.

To complement the new campus the college wished to introduce a state of the art document management system.

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Retail

Document Management - Coffee Nation Case Study

Profile:

Coffee Nation's Head Office is based in Loudwater with 60 staff. Established in 1997, they specialise in Gourmet coffee on the go.

Key Drivers:

"Our office was getting too small to hold all our invoices; office space was being taken over by filing cabinets. We knew that using a document management system would reduce our storage needs", said James Repper, Financial Controller.

Filing and retrieving documents was time-consuming, and it was impacting staff performance. Staff found the system particularly frustrating when dealing with telephone enquiries.

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Construction

Document Management - Glossbrook Builders Case Study

Profile:

Glossbrook Builders have been building affordable, quality properties for clients in Dorset, Hampshire and the surrounding area for over 25 years. The company employs over 40 staff and generates large volumes of paper documents in its day-to-day business.

Key Drivers:

To optimise storage facilities and cut down on paper.

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Construction

Document Management - Hillcrest Housing Association Case Study

Profile:

One of Scotland's largest providers of social housing.

Key Drivers:

Reduction in volume of paper stored, in advance of a move to a new HQ.Improved flow of documentation around the association's various offices.

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Accountancy

Document Management - Hillier Hopkins Case Study

Profile:

Regional accountancy firm employing over 100 people, covering London and the Home Counties. Established in 1933.

Key Drivers:

Improved information access and reduction of costs.

 

 

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Food and non-food retail, travel, funeral services and transport.

Document Management - Midlands Co-Operative Society Case Study

Profile:

Largest independent regional co-operative society in the UK.

Key Drivers:

Provide consolidated central document management solution to the diverse group of businesses. Reduce reliance on paper documents. Reduce spend on third-party scanning and in dexing services.

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Policing

Document Management - Norfolk Constabulary Case Study

Profile:

Norfolk's 270 - year - old county police force. Employs 1,600 police officers and an equal number of civilian staff.

Key Drivers:

Removal of paper, reduction of archive space and costs, acceleration of document retrieval.

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Banking

Document Management - Access Bank UK Case Study

Profile:

The Access Bank UK Limited provides a range of Personal and Corporate Banking products and services including Trade Finance.

Key Drivers:

Simultaneous access to documents without having to wait for the file. Reduction in misfiling. Fast access to documents.

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Beverage

Document Management - The Wine Society Case Study

Profile:

The Wine Society,established 1874, is the world's oldest co-operative wine club.

Key Drivers:

Reduction of paper use. Better response times to customers. Staff efficiency.

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Logistics

Document Management - TNT Express Case Study

Profile:

European market leader in business - to - business, global express and international mail services.

Key drivers:

To save office space by removing paperwork. Secure online signed PoD access

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Manufacturing

HR Document Management – Robroy Industries

Profile:

A multi-site US manufacturer of electrical and oilfield products.

Key drivers:

Audit compliance, administration efficiency, staff and candidate satisfaction, and cost reduction.



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Property

Document Management - FirstPort Property Related Services

Profile:

FirstPort Property is a leading provider of property - related services in the UK.

Key Drivers:

Unacceptable levels of paper stored in the office taking up valuable floor space. Security of documents across various offices throughout the UK.

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