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| Customer Solution Profiles |
| You can search by Industry, Application or Add-On Modules. To see all of our customer references, click on the dropdown arrow under “Company”. |
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| Showcase |
| Choose directly from this list the case study that you want to get more information about. |
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| Neighborhood Housing Services |
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 This Chicago based nonprofit organization is using DocuWare to simplify its lending processes by utilizing electronic workflow and the ability to store information in a central repository, accessible to multiple office locations. DocuWare helped the organization comply with Federal fair housing laws and improve its loan closing rate and cash flow.
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| Country: |
USA |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Quality Assurance, Records Management, Remote Locations and Mobile Users
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> Read the case study about Neighborhood Housing Services
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| Testimonial |
Jose Ortiz,
Chief Information Officer, Neighborhood Housing Services:
"In addition to substantial time savings and meeting Federal fair lending laws, we can now be sure of providing a secure exchange of sensitive information with financial institutions. Electronic boarding reduces errors and delays and helps us meet closing dates and smoothes the final stage of the process."
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| Advantage Credit, Inc. |
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Credit-reporting business moves from an office-based to a
paperless remote business model, resulting in productivity gains of 50% and improving employee retention by 100%.
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| Country: |
USA |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Controlling, Customer Services, Corporate-wide
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> Read the case study about Advantage Credit, Inc.
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| Invest Bank S.A. |
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 The records department at the headquarters of Invest Bank S.A. in Poznan, Poland, needed a DMS solution that would prove flexible, easy to modify and would permit adjustments to be made according to their precise specifications. Serving the needs of more than 200,000 customers, the bank required a seamless installation which was completed in less than two months. The integration with the verification and credit documentation system was equally smooth.
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| Country: |
Poland |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Customer Services, Project Management, Web Content Management
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> Read the case study about Invest Bank S.A.
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| Testimonial |
Jacek Mañkowski ,
IT Specialist, Invest Bank – Poznan:
„Specific departments now have distinct access to our customer records. We no longer need to share or forward the same records as everything can be found in one repository. This saves us a considerable amount of time.“
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| Butterfield Private Bank |
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Butterfield Private Bank is part of the Butterfield Bank Group,
a full service community bank and a provider of specialized
offshore financial services to High Net Worth Individuals (HNWI) worldwide.
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| Country: |
United Kingdom |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Records Management
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> Read the case study about Butterfield Private Bank
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| Testimonial |
Greg Wilson,
Head of Records Manangement:
„There is definitely a better quality of service now because employees have information at their fingertips and the further we move the better it gets.“
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| A.B.S. Global Factoring |
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 A.B.S. Global Factoring purchases receivables from both domestic and foreign companies, turning these amounts into cashflow for their clients. This financial services firm has a client base of about 100 mid-sized companies, whose debt recovery needs encompass approx. 60,000 receivables. Thanks to Integrated Document Management, their clients can always stay current on the status of their receivables with a few clicks of a mouse.
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| Country: |
Germany |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Controlling, Customer Services
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> Read the case study about A.B.S. Global Factoring
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| Testimonial |
Helmut Braun,
IT & Organization Director:
From the day the company was founded, we knew that we wanted to eliminate our paper archive – otherwise we would have needed to plan for as much storage space as for the rest of our offices. But we also quickly benefited by reducing personnel costs. And every day we are saving about 1000 € in mailing expenses.
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| Mengali Accountancy |
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 Mengali Accountancy, an environmentally conscious accounting firm in Northern California, implemented DocuWare to streamline their work processes and become a paperless office. Since implementing the solution, the firm has improved employee accountability, gained valuable tools for monitoring its workflow, streamlined audits and strengthened its bottom line, while preserving ecology and eliminating paper usage
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| Country: |
USA |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Customer Services, Corporate-wide, Records Management, Workflow
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> Read the case study about Mengali Accountancy
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| Testimonial |
Renee Mengali,
Prinicple and Owner:
My employees and I really like the electronic stamp feature. We can capture our internal communications and processes using stamps on a digital layer while still preserving the integrity of the original document:
a feature we find very useful during audits.
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| Bromwall Ltd. |
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 Insurance Broker Bromwall Ltd. has been securely filing insurance records with DocuWare since 2004. Files can be retrieved with a click of a button, allowing employees to find customer information quickly and error-free.
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| Country: |
UK |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Customer Services, Quality Assurance, Project Management, Remote Locations and Mobile Users
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> Read the case study about Bromwall Ltd.
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| Testimonial |
Roy Walton,
Director:
New employees with no document management experience can be converted at minimal training and in a short period of time. The system can save on staff costs by virtue of the fact that fewer can manage a large document load without having to leave their desks and trace files. Our major benefit is that letters & documents can be accessed from anywhere in the world without the necessity of carrying a large file of papers.
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| Sigma Financial |
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 Sigma Financial, headquartered in Ann Arbor, Michigan, is a premier full service financial broker dealer. Established in 1983, Sigma’s corporate office employs 90 people and through a joint venture with Midland National Life Insurance they boast a network of over 1400 independent representatives located in 48 states. Sigma sells a broad assortment of financial products ranging from traditional brokerage accounts to financial planning services to disability insurance.
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| Country: |
USA |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Customer Services, Sales, Corporate-wide, Workflow
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> Read the case study about Sigma Financial
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| Testimonial |
Terry DeLongchamp,
IT Director Sigma Financial:
“... I knew we needed an electronic document solution for the long term, but I didn’t want to invest in a product, only to have it be outdated tomorrow. I needed to find a solution that could grow with our company.”
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| Mann Mortgage |
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 Since implementing DocuWare, Mann Mortgage increased loan processing capacity by 25% without adding employees, boosting revenue and profits. The company was also able to eliminate $60,000 a year in document processing costs by storing loan files digitally. Reduced document retrieval time allows Mann’s employees to focus on their core competencies, instead of mundane tasks, increasing job satisfaction and lowering employee turnover costs. The solution has also streamlined operations at three loan processing centers into one seamless system and helped the company be more efficient and serve its customers better.
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| Country: |
USA |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Remote Locations and Mobile Users
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> Read the case study about Mann Mortgage
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| Testimonial |
Julie Krause,
Vice President:
“DocuWare is great. Our employees no longer need to spend, what amounted to hours, hunting for information or pulling files. The only problem we have now is getting used to not having all the paper lying around. The time DocuWare has saved us can be redirected into processing more loans and providing our customers with better service.”
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| GE Capital Bank |
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 Accessing important documents from paper archives is a thing of the past. Today, GE Capital bank is saving the costs of retrieving credit-related documents. Search time has been reduced from 24 hours to just a few seconds, thanks to the integrated document management software provided by DocuWare.
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| Country: |
Poland |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Customer Services
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> Read the case study about GE Capital Bank
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| Testimonial |
Slawomir Stasiak,
Manager, Process Management Team Operations Planning & Development:
“Thanks to the DocuWare solution, retrieval time has been reduced from up to 24 hours to just a few seconds. The cost of retrieval has dropped as well. Archived documents can be shared, and a workflow system can be built up at a later point in time.“
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| Mobil Oil Company Health Insurance Fund |
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 Since 1999, the company health insurance fund for Mobil Oil has been growing excessively. In order to live up to the principle of a lean administration, the insurance fund decided to implement a document management system and introduced a digital signature process to accompany the electronic filing.
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| Country: |
Germany |
| Industry: |
Finance/Banking/Insurance |
| Application: |
Accounting, Customer Services, Corporate-wide
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> Read the case study about Mobil Oil Company Health Insurance Fund
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| Testimonial |
André Bernhorst,
Director IT Service:
"Before, we used to have one manual filing cabinet on each floor - it would not have been possible to keep up with our old system with the growth we are experiencing. Today we need the space for new employees. DocuWare makes this possible."
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