Added Flexibility and Security: Jersey Water has to collect, record and store letters, statements, invoices and other sensitive customer documents for its 30,000+ customers. This resulted in the company having to file large amounts of paper records locally in its main office premises or store its documents in an archive. Given the space required to store an estimated 200,000 paper based customer documents, the company had a strong business case for an electronic document management (eDM) solution.
Document security & rapid retrieval: Mersey based Solicitors Maxwell Hodge turned to Invu Document Management to provide a robust backup solution for the 11,000 original Will documents stored in its vaults. The firm has since extended its use of document management to include all client identification and is exploiting Invu’s ease of use and rapid search functionality to provide instant access to information.
Flexible searching & greater control: Welbeck Estates wanted to find a far more effective way of both managing and finding information. One of the key steps in this process was a decision to minimise reliance on paper based documentation. Find out how Invu helped them to achieve this goal.
Space saving & streamlined processes: Client information was distributed across the organisation. Invoices would sit with the finance team, admin and correspondence with administration and compliance documents would be looked after by the compliance review staff. Find out how Invu helped Nedbank gain a more holistic client view.