Reference Finder

123 results

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Mengali Accountancy

Technology Provides Access and Accountability

Mengali Accountancy, a leading accounting firm in Northern California, initially implemented DocuWare to streamline their work processes and become a paperless office. The firm found even more efficiencies by giving their clients online access to their DocuWare system and allowing them to submit and approve documents electronically. The firm gained countless hours by providing its clients with a self-serve portal to accounting information, enabling them to process 66% more documents with the same staff. They were able to strengthen its own internal controls and improve fraud protection for its clients.

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“We are so happy with the flexibility and scalability of DocuWare and the support we get from our DocuWare Partner. The ability to re-engineer our workflow, add index criteria and keep all of our existing documents in the same structure is a huge benefit for us. With the time we’ve gained since moving DocuWare online, we’ve really been able to continue focusing on best practices.”

Renee Mengali

President and Owner of Mengali Accountancy

Company Info

Country:

USA

Industry:

Finance/Banking/Insurance

Application:

Company-Wide,

Accounts Payable / Accounts Receivable,

Service Records

Add-on Module:

Autoindex,

Intelligent Indexing,

Smart Connect,

Task Manager

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Frank Kauferstein Sanitärfachhandel

From Good to Best

Life is about change. That’s certainly also true for a company’s life – especially when always trying to find the most efficient and customer-friendly way to configure processes and succeed in a very competitive marketplace. Keeping an open mind for innovation can lead to many interesting new prospects. That’s certainly been true for the upgrade to DocuWare 6 that was recently conducted by heating and plumbing specialist, Frank Kauferstein.

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“In the first three years, we reduced our paper consumption by 50 percent; storing document copies in various departments belongs to the past. And by achieving more transparency in our internal workflows, we’ve become far more competitive.“

Frank Kauferstein

Owner and President Frank Kauferstein – Specialist for Heating & Plumbing Haiger, Germany

Company Info

Country:

Germany

Industry:

Manufacturing

Application:

Accounts Payable / Accounts Receivable

Add-on Module:

Intelligent Indexing,

DocuWare Mobile,

Smart Connect

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Savills

A Productivity Lever in Property Investment

Global leader and adviser to real estate clients, Savills has a network of over 500 offices spread across the four corners of the world. The French branch of this property management company is making a move toward becoming a paperless office. They have been using DocuWare solutions for 7 years and continue to develop automated processes.

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"EDM has naturally made its mark as a productivity lever and as a factor that differentiates us from our competitors."

Christian Bertrand

Director of Property Management Savills, Paris

Company Info

Country:

France

Industry:

Property Management

Application:

Property Records,

Records Management

Add-on Module:

Autoindex

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Comfort Systems USA National Accounts, LLC

Comfortable Office Workflow

The accounting office for a national heating and cooling company utilizes DocuWare to streamline both receivable invoice creation and distribution, as well as payable and payroll processes resulting in transparent efficient work processes that improve customer service and cash flow.

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“DocuWare has been a key factor in helping us to better meet the accounting needs of our customers the last couple years. Since implementing our Accounts Payable workflow, our accounting team has decreased the average time to process a batch of invoices from a little over a day to less than one hour. This increase in productivity allows us to both pay our vendors and bill our customers more quickly. All of these new efficiencies are helping us to grow in a healthy way.”

Julie Priest

Controller for Comfort Systems USA National Accounts, LLC

Company Info

Country:

USA

Industry:

Service Provider

Application:

Accounts Payable / Accounts Receivable

Add-on Module:

Autoindex

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Town of Henrietta

Big Cost Savings for Small Town

The Town of Henrietta implemented DocuWare and saw a Return on Investment in close to a year, based on hard cost savings alone. They eliminated over $20,000 a year in paper storage fees and dramatically improved document retrieval times and efficiency.

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“We need things that increase our efficiency and save us money. There aren't a lot of things that do both, but DocuWare does."

Michael Yudelson

Town of Henrietta Supervisor

Company Info

Country:

New York, USA

Industry:

Government / Municipality

Add-on Module:

Autoindex

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Propel Charter School

Efficiency Earns a High Grade

A nine location charter school installed DocuWare to streamline their multi-step invoice approval process. By reducing processing time, increasing transparency and allowing all locations to input and view documentation, their purchasing and payables processes have been optimized.

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"DocuWare is helping our business office run much smoother. I love this program because it provides my staff with quick, easy access to the information we need and that makes our department look good."

Darryl Robinson, CPA

Business Manager

Company Info

Country:

Pennsylvania, USA

Industry:

Education

Application:

Accounts Payable / Accounts Receivable,

Human Resources

Add-on Module:

Task Manager

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Smart Choice®

Insuring low business costs

Smart Choice®, a national network of independent insurance agents, implemented DocuWare to work hand in hand with an existing software solution in order to automate data input, gain secure electronic storage and move to a paperless process for generating and distributing agent commission statements. The company realized an immediate return on investment for these processes. Additionally they were able to develop a new sales model that fundamentally changed the way they do business.

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"Prior to utilizing DocuWare, we had so much paper flowing through our processes, it was easy to miss a page and make a mistake, and when it comes to payroll issues even one mistake is big."

Andrew Caldwell,

Executive Vice President of Business Development, Smart Choice®

Company Info

Country:

USA

Industry:

Finance/Banking/Insurance

Application:

Accounts Payable / Accounts Receivable,

Sales Orders

Add-on Module:

Active Import,

Recognition

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Nobilis Group GmbH

A Good Nose for Quality

Nobilis has been successfully operating in the premium segment of luxury and prestige fragrances for 20 years. As well as innovative fragrance creations, it also has to boast a distinct customer focus with first-rate advice and service. In order to arrange its business processes transparently and productively, the renowned sales company has relied on DocuWare document management since 2009.

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"The perfume industry is still comparatively more traditional when it comes to order processing, so we still get most of our orders by fax. The time-consuming processing of faxes generally took over two hours a day before we switched to using the DMS. Today this process is completed in a maximum of 30 minutes."

Matthias Heinz

IT Administrator

Company Info

Country:

Germany

Industry:

Distribution

Application:

Order processing,

Accounts Payable / Accounts Receivable,

Marketing / Public Relations,

Shipping & Receiving

Add-on Module:

RecSolution,

Task Manager,

MS SQL

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Tippecanoe County Moves Toward Digitizing 9 Million Pages a Year

Tippecanoe County is located in north central Indiana half way between Chicago and Indianapolis and has a population of 170,000. The Tippecanoe County Clerk is charged with maintaining volumes of important records. DocuWare helps the county streamline and automate this essential task.

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"Our paperless court is one of our most exciting new uses of DocuWare. Initially some of our judges were a little concerned about moving toward a paperless environment, but our pilot program is quickly changing minds."

Linda Phillips

County Clerk

Company Info

Country:

USA

Industry:

Government / Municipality

Add-on Module:

Autoindex

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Bibliographisches Institut & F.A. Brockhaus AG

Collective Memory for Knowledge Experts

World knowledge is the central theme of the publications of the Bibliographisches Institut & F.A. Brockhaus AG publishing house. Since 1999 its editors have had access to an electronic archive for their internal documentation and research purposes.

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"Considering the complexity of the IT landscape in our publishing house, DocuWare is precisely the solution we were looking for. It has enabled us to achieve all the goals we had set ourselves. Today our staff can use DocuWare as a collective memory."

Sascha Höning

Project Manager

Company Info

Country:

Germany

Industry:

Media

Application:

Remote Users