Case Studies

Case Study

UpFlow Case Studies provide insights on other organisations that have implemented solutions to achieve outcomes of business improvements, productivity efficiencies and cost out. Why not join them and talk to UpFlow today!

Case study – Microsoft’s Legal and Corporate Affairs (LCA) division had a paper problem that needed a resolution. For example, the Legal Team was buried in paper records, and with strict requirements on their record-keeping process, paper was creating business bottlenecks due to the inefficiencies of physical records. The records facility was growing at a rate of 3,000 files per month, adding to the already 35,000 files in storage. Many of the files, up to two reams in length, were difficult to manage, and retrievals were creating an adverse impact on team efficiency. “Retrieving files was a lengthy and complicated process,” said Joe Do, Microsoft Program Manager for Corporate Records and Contract Automation. “Record clerks were inundated with requests for files, and records were constantly being copied and recreated to provide the Legal Team with working copies.

Sitro Group, an Australian wholesaler and distributor of products to the outdoor leisure industry, has implemented a digital processing platform to manage high volumes of orders from major national retailers.  Today, Sitro have peace of mind knowing that their retail partners’ orders are
processed and audited to allow the warehouse locations to pick the stock without delay. They also have additional capacity and capability to meet seasonal demands on the ordering process and future growth aspirations.

Foodfirst has over 4500 invoices per month coming into their business via email and hard copy. This required 4 full-time employees and 1 part-time to ensure all the data was entered into the Accredo accounting software in a timely fashion. The growth of the organisation and the increase in invoices being processed resulted in a decision being made about whether to recruit a 5th full-time employee to cover the data entry load, or look for some other solution. This is where PSIcapture came in to the picture and solved their problems.

Goode Rentals has hundreds of clients using their property management services. These services deliver their customers a hassle-free and profitable rental experience. Darryl needed to automate the processing of Watercare, Veolia and Waikato District Council water notices that are received for the properties under their care. These documents needed to be uploaded to Palace Property Management Software automatically with the data from the document populating the index values in Palace. This case study looks at how Darryl and the team are now stress free when dealing with Palace and Watercare documents.

American Solutions for Business had become heavily focused on customer acquisition and laid out a strategic goal of double-digit sales increases with no new payroll additions. They were also acquiring multiple lower-volume distributors who were accustomed to achieving quick turnarounds for their customers. Their system for processing and paying out invoices, however, was manual, laborious and very, very slow.

Since 1955 the RJ Young Company has provided businesses best of breed office equipment and innovative document solutions, all backed by their award-winning service. With a broad customer and prospect base, RJ Young deals with businesses of all shapes and sizes. To deliver market-appropriate solutions, the company offers three different enterprise content management (ECM) systems with different price points and feature sets to meet a broad range of requirements. Training technical and sales personnel on all the capture aspects of each system became an issue, and personnel were unable to be proficient in all three. They also began to run into customers that needed capture solutions to link MFPs to other ECM systems. “There was way too much for our technical folks to learn, and we were looking for a general capture product that could work with all our current systems, but also stand alone,” said Lee Rummage, Director, Image Works / RJ Young.

Stria is a fast-growing, nationwide provider of document lifecycle services. The company focuses on both conventional and mobile document imaging work. The Stria Lifecycle Method provides a complementary family of integrated services that turns documents into digital assets. PSIGEN began providing Stria with advanced capture software in 2005. “We were looking for a strategic software supplier that could treat us as a critical strategic customer, as much more than a number,” said Jim Damian, President of Stria. “PSIGEN has provided that and more.” By serving customers in the government, legal, financial services and healthcare markets, Stria was experiencing rapid growth. Document imaging service requirements varied widely from engagement to engagement, and the demands placed on the advanced capture software system required tremendous flexibility. Stria needed to partner with a document capture provider that would be able to keep up with the quickly growing needs of the company.


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