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Document Management Case Studies

Read our Document Management Case Studies from clients in different industries.

Invoice Processing utilising Invu Workflow for Sun Accounts: Following substantial growth and the move to remote working, Coastline Housing were beginning to struggle with their paper-driven invoice approval process. They implemented a system to remove the paper and automate the process.

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Speedy access to vital documents: Ford dealership, T.C. Harrison, needed a cost effective solution which enabled staff to find information quicker and easier whilst saving space.

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Financial Visibility & Control: Find out how Invu provided Schlegel with an automated solution to enable the business to approve invoices in-house and on the go.

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A solution to meet the increasing business demands & support future growthThornton’s required a user friendly, reliable document management system that was easy to use and could grow with the business.

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Trusted Supplier: In addition to strengthening its IT systems to increase its end user satisfaction, it was crucial that BVT worked with a company it could trust to offer a professional service while transforming internal processes on an ongoing basis.

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Added Flexibility and Security: 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 solution.

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Document security & rapid retrieval: Merseyside 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.

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Secure document access & control: Bath Spa needed a sharing system that could be built around individual department needs. In addition, it needed to provide the security required for an organisation dealing with vast amounts of potentially sensitive documentation, whilst allowing easy access across departments.

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Space saving & streamlined processes: The need to maintain efficiency and mitigate compliance risk drove Nedgroup to consider implementing a Document Management solution.

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Redmayne Bentley

Improving customer service: Creating a single source of information transforms efficiency and provides rapid access to information for both administrative and client facing activity.

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Reducing Storage Space: A review of the market led Cornwallis Academy to choose Invu Document Management. Key areas with a high paper churn were identified for initial implementation – HR, payroll, student records and Finance departments.

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Making Documents Accessible from One Place: Find out how social housing provider Pobl managed to save time when searching for documents and improved their invoice processing using automation.

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Rapid access to information: Bates Weston wanted to provide value-added services for their clients, and rapid access to information was vital for achieving this. But their use of paper in the business was hindering their ability to provide these services.

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Easing the burden of document storage: Speed and ease of information retrieval were driving factors behind the decision to investigate a document management solution.

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Cutting paper usage & improving collaboration: How has Invu broken down the barriers between departments and allowed JR Industries to relocate without taking the filing?

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Automating Sales Order Processing: Manually processing over 10,000 delivery tickets a month was once a time consuming and costly process for Longcliffe Quaries until they discovered Invu.

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Auditability & compliance peace of mind: Banishing paper means peace of mind when it comes to DVSA audits. Discover Luckett’s story.

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