Document Management Case Studies.
Hillier Hopkins
Document Manager allows remote working & drives business performance at Hillier Hopkins LLP.This growing regional accountancy firm serves a broad mix of clients from sole traders to large multinational corporations.
- Client:
- Hillier Hopkins
- Country:
- UK
- Industry:
- Accountancy.
- Profile:
- Regional accountancy firm employing over 100 people, covering London and the Home Counties. Established in 1933.
- Key Drivers:
- Improved information access and reduction of costs.
Traditionally the company had employed a physical paper filing system to retain customer information but as operations expanded over the years to multiple sites a number of issues of business efficiency and information accessibility emerged.
A committee of representatives from across all parts of the business was established to find the right EDM solution.
Direct Wines
Document Management for Direct Wines accounts dept. The Direct Wines accounts team handles in excess 2,000 non-stock related supplier invoices and documents each month for everything from IT services to electricity supply.
- Client:
- Direct Wines
- Country:
- UK
- Industry:
- Wine Merchants
- Profile:
- To streamline the operation of the accounts payable department.
- Key Drivers:
- Owners of the Laithwaites and Sunday Times wine club brands. Direct Wines was established over 30 years ago and now has an annual turnover of more than £200 million. Other drivers were PoD processing management, dispatch note processing, delivery note processing, workflow and electronic archiving.
This invoice handling had previously been done via a completely manual system which was difficult to control and which was making payments slow.
Direct Wines workflow and DM needed streamlining
Prior to the deployment of Document Logistix’s document management solution, all invoices and related documents were being manually authorised and entered into Direct Wines’ Great Plains ledger for payment. These paper documents were then archived into large filing cabinets.