Document Management Case Studies
Food Production
PROBLEM/NEED:
Hundreds of invoices were mis-filed every year, causing problems with year-end audit.They needed a Document Management solution that would help them Automate Accounts Payable (AP) and to go paperless. The system needed to provide One-click, batch scanning invoice capture, tight integration with Sage 100 ERP, full invoice processing automation, from validation to authorization. The system has also been rolled out to accounts receivable, with HR to follow.
Education
PROBLEM/NEED:
A document management system that provides easy access to thousands of student records for a geographically dispersed teaching staff. Eliminate manual faxing or mailing of student records to school headquarters (each up to two inches thick), and the $10,000 fireproof file cabinets required to store them.
Public Utility
Santa Margarita Water District
PROBLEM/NEED:
Satisfy mandated freedom of information requirements of several government agencies as well as the voluminous record-keeping and disaster recovery requirements of its four key departments.
Manufacturing
PROBLEM:
Sales orders were getting lost, and nuclear orders took a week to process. Automation of sales order processing, with ERP integration was required
PROBLEM/NEED:
Needed greater speed, efficiency and functionality in the retrieval, viewing and distribution of accounts receivable documents. Requirements included the ability to scan shipping documents into the repository and link them directly to the corresponding invoices.
PROBLEM/NEED:
Needed to consolidate its records retention and document retrieval programs while accommodating new government regulations and the company’s own requirements for archiving and rapid retrieval of documents.
Next Steps
