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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.
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.
Financial Visibility: Find out how Invu provided Schlegel with an automated solution to enable the business to approve invoices in-house and on the go.
A solution to meet the increasing business demands & support future growth: Thornton’s required a user friendly, reliable document management system that was easy to use and could grow with the business.
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.
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: 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.
Secure document access & control: The University’s Payroll and HR teams were pushed to capacity, had run out of space due to the bulky paper files used and urgently needed to reduce their document storage. Find out how Invu helped Bath Spa’s document management problems.
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.
Improving customer service: Over the past 18 months, Redmayne Bentley has continued its drive to improve customer service by investing in the Invu Document Management System. Find out how they cut costs, improved efficiency and gained competitive advantage.
A customisable solution: Two new sites and one new academy – years of records to be consolidated and all of them immediately available. How did Cornwallis Academy manage?
Improving control over paperwork and invoices: Find out how social housing provider Pobl managed to save time when searching for documents and improved their invoice processing using automation.
Value added services: The growing drive towards the provision of business advice to clients prompted Bates Weston to overhaul its information management processes. See how Invu helped.
Easing the burden of document storage: An upcoming HMRC audit proves the catalyst for the accounts department to speed up access to its records. What are the other benefits this engineering firm sees from Invu?
Improved efficiency & customer service: Ever increasing volumes of paperwork but misfiling is a thing of the past – find out more about Francis Butsons experience with Invu.
Utilising Document Management and Email Management together: Find out how Gardners fulfilled the need for a complete picture of client affairs, whether from documents, emails or forms.
A cost effective solution: How has Invu broken down the barriers between departments and allowed JR Industries to relocate without taking the filing?
Enhanced quality of service: CG Lee Accountants make informed decisions faster and claw back wasted chargeable time – discover how.
Digitisation & speed: Prior to Invu, Longcliffe were manually processing in excess of 10,000 delivery tickets a month, a process which was time consuming and costly. Find out how Invu helped.
Auditability & compliance peace of mind: Banishing paper means peace of mind when it comes to DVSA audits. Discover Luckett’s story.