Accountants and business advisors, The Priory Partnership, has selected the Invu EDM (electronic document management) system to improve efficiency, reduce costs and add value to clients.
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The project has been completed by Kodak reseller Copifax. With over 2,000 clients and 45 staff, The Priory Partnership supports clients across Merseyside, Cheshire and North Wales, and found it was becoming deluged with paper.
Amy Timewell, Priory Partnership marketing and business development manager, said, "Prior to Invu EDM, each client had a correspondence file plus separate files related to accounts, audit, payroll and so on. While documents produced in-house were electronic and saved on our servers, typically they were printed off too and put in appropriate client folders."
She said, "Duplication was rife with the same items often filed many times. Similarly, while we still do business letters, a lot of client correspondence is done via e-mail and this ended up staying in e-mail outboxes."
The business was also spending over £3,000 per annum on depositing files at a secure offsite storage facility after two years held at its offices.
Timewell said Invu is freeing space and removing paper that was swamping staff. It is also reducing superfluous costs incurred through offsite storage, and improving organisational efficiency by making it faster and easier for staff to access documents, she said.
It is also improving the security of client-critical documentation through scanning and storage, and improving customer service by staff being able to answer queries quicker, as all client documentation is readily accessible, said Timewell.
The Priory Partnership also now has an extensive audit trail per client, showing who worked on what, when, and who edited information, for instance.