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.
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.
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.
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.
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.