Document Management
Case Studies

Read our Document Management Case Studies from clients in different Industries

TC Harrison logo

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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Schlegel Logo

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.

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thorntons logo

A solution to meet the increasing business demands & support future growthIn 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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Invu CaseStudy BVT

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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Invu CaseStudy Jersey Water

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.

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Invu CaseStudy Maxwell Hodge

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.

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Invu-CaseStudy-Bath-Spa

Secure document access & controlThe 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.

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Invu-CaseStudy-Nedbank

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.

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Invu-CaseStudy-Redmayne-Bentley-Stockbrokers

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.

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Invu-CaseStudy-Cornwallis

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?

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Invu-CaseStudy-Seren

Space saving & peace of mind: Social Housing Provider Seren needed to free up office space, but Invu has delivered greater benefits. Find out more

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Invu-CaseStudy-bates-weston

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.

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Invu-CaseStudy-Clay-Shaw-Thomas

Improved efficiency and client service: Discover how Invu works with Sage practice applications and Digita to improve response rates to client enquiries.

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Invu-CaseStudy-Dixons-Contractors"

Reduced paper consumption & audit compliance: Find out how Invu fared when Dixon's faced and ISO9000 compliance audit.

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Invu-CaseStudy-FA-of-Wales

Auditability & compliance peace of mind: Sports administration creates surprisingly large volumes of paperwork - find out how FAW solved its storage issues and worked smarter.

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Invu-CaseStudy-Floyd-Automatic-Tooling

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?

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Invu-CaseStudy-Francis-Butson

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.

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Invu-CaseStudy-Gardners

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.

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jr-industries-logo

A cost effective solution: How has Invu broken down the barriers between departments and allowed JR Industries to relocate without taking the filing?

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Invu-CaseStudy-LEES-Accountants

Enhanced quality of serviceCG Lee Accountants make informed decisions faster and claw back wasted chargeable time - discover how.

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Invu-CaseStudy-Longcliffe

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.

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Invu-CaseStudy-Lucketts-Travel

Auditability & compliance peace of mind: Banishing paper means peace of mind when it comes to VOSA ausits. Discover Luckett's story.

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Invu-CaseStudy-Mayes-Business-Partnership

Enhanced client service & reduced costs: Find out why Mayes Business Partnership advocates Invu to its peers.

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Invu-CaseStudy-McCabe-Ford-Williams

Improved tracking of communications: Keeping track of client emails and ensuring a shared understanding of client affairs was a key issue for accountants McCabe Ford Williams. Find out how the practice is working more effectively.

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Invu-CaseStudy-Nottingham-CIty-Transport

Improving information access: NCT was concerned that sheer volume of records outpaced available capacity and hindered the HR departments ability to work. Find out about the solution.

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Invu-CaseStudy-Newhall-Publications

Instant access & extra revenue: Discover how better service and lower costs mean that Invu has been a key part of everyday working for the Candis magazine publishers.

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Invu-CaseStudy-Northern-Feather

Streamlined finance processes & reduced costs: Discover Invu's role in Northern Feather's story of strong business growth. Streamlined purchase order and sales order processing without increasing costs.

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Invu-CaseStudy-Persimmon

Improving operational efficiency whilst reducing costs: How does Persimmon Homes gain access to its project documentation whilst working seamlessly with COINS and gain key sights by sharing information between its regional offices?

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rmd-kwikform-logo

Huge time savings: Paper filing has no place in a business continuity plan - find out how Invu helped RMD Kwikform and tied into its operation by integrating with Microsoft Dynamics AX.

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Invu-CaseStudy-oulsnam

Reduced printing costs & immediate access to records: Too much paperwork - too many filing cabinets - too little space. How did Robert Oulsnam & Co streamline the way the business operates?

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stoddard-logo

Streamlined Sales Order Processing: Sales order processing is slicker and queries are fewer and answered more easily. How has Stoddard Manufacturing removed its disjointed working practices?

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Invu-CaseStudy-Willerby-Holiday-Homes

Improved internal communication: How does Invu work with lean manufacturing and ordering stock just-in-time? Find out more.

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Invu-CaseStudy-Young-_-Co

Saved time & space: Quick, secure access to client information is critical for Young & Co to ensure the practice sustains high levels and high quality of service - how does young & Co do this?

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