Document Management Case Studies.
Asthma UK
Eliminating paper records and improving Gift-Aid audit trails.
- Client:
- Asthma UK
- Country:
- UK
- Industry:
- Charity.
- Profile:
- The largest independent provider of funding to asthma research in the UK. A major provider of support to doctors and asthma sufferers.
- Key Drivers:
- Compliance with Gift Aid audit trail requirements.
The charity was unable, with the paper filing system, to easily provide a complete audit trail for each of its Gift Aid claims because it was almost impossible to quickly link an individual claim to all the relevant paper records.
Asthma UK entered a formal process to procure a document management software system which would address the challenge of providing the accurate audit trails required to secure its Gift Aid tax claims.
Hillcrest Housing Association
Eliminating paper records and improving workflow.
- Client:
- Hillcrest Housing Association
- Country:
- UK
- Industry:
- Social Housing and Care Services.
- Profile:
- One of Scotland’s largest providers of social housing.
- Key Drivers:
- Reduction of volume of paper stored in advance of a move to a new HQ. Improved flow of documentation around the association’s various offices.
With a move scheduled to a new HQ building which would offer reduced records storage facilities, the association needed to reduce its paper records immediately.
“Following various demonstrations and discussions we decided the Infonic system best met our requirements” said Ken Birse, IT Manager.
Midlands Co-Operative Society
Reducing reliance on paper documents.
- Client:
- Midlands Co-Operative Society
- Country:
- UK
- Industry:
- Food and non-food retail, travel, funeral services and transport.
- Profile:
- Largest independent regional co-operative society in the UK.
- Key Drivers:
- Provide consolidated central document management solution to the diverse group of businesses. Reduce reliance on paper documents. Reduce spend on third party scanning and indexing services.
The Society was operating two legacy content management systems that were old and no longer supported by their manufacturers. The Society wanted to move all its businesses onto one standardised Enterprise Content Management system.
“The Society were impressed by the Infonic document management package’s flexibility to cope with different business requirements and the range of document types within each business” said Simon Frodsham, Project Manager.