Fletcher has been managing electronic documents for a number of years, but its document imaging and storage software was out of date. The workstation and server-side components had not kept up with modern technologies.
Four or five years ago, accessing and managing intellectual property and legal documents was difficult and inefficient at Filtertek. Trying to find paper documents quickly, particularly when they were inadvertently misfiled, was time-consuming and costly.
Gemaire faced a challenge that all companies would like to have: Accommodating a phenomenal rate of growth. Explosive expansion raises a variety of questions that must be addressed, but one is often overlooked until it can no longer be ignored: How will the company deal with all of the paper that the accelerating volume of business transactions generates?
Like every government, the Choctaw Nation must manage a myriad of documents. Birth certificates, marriage licenses, death certificates, historical archives, land titles, along with administrative forms, such as purchase orders, are but a few. Add to that all of the financial, legal and administrative forms and reports required by the tribe’s businesses and you begin to get a sense of the scope of the challenge it faced.
To optimize efficiency, Cequent wanted a complete form production, management and filing solution that could automatically route documents to users’ electronic inboxes either based on the document’s contents or source or by using pre-defined routing definitions.
A primary requirement for a signature-capture application is to reliably attach signatures to the document that was signed. Otherwise, guests’ signatures may be applied to contracts that they had not agreed to. The hotel’s old signature application kept signatures with the associated documents, but the process was clumsy.
With more than 800 employees, AAA Carolinas is one of the largest affiliates in the AAA organization. The company is headquartered in Charlotte but has 34 offices in the Carolinas and works with independent insurance carriers and agents in both states. AAA Carolinas’ insurance division’s document management process was slow, inefficient and costly. Agency underwriters and administrative staff manually processed, routed and filed hundreds of claims, reports, applications and files daily.
"Automate Schedule's audit log is crucial to us because one of our SOX controls is to validate that we keep schedule logs for a certain period of time. An audit log is critical for a scheduler."
Automate handled the repetitive work that otherwise bogged down our manager and the entire sales department by automating the process of inbound email inquiries.