Posts Tagged ‘Docuement Management’

Back to Back Trucking

November 20, 2013
What once took this trucking company hours now only takes them seconds with FileBound

What once took this trucking company hours now takes only seconds with FileBound.

Back to Back Trucking (B2B Trucking) is the Rocky Mountain Region’s premier expedited shipping and warehousing company serving more than 100 companies throughout North America. The owner-operated business is headquartered in Denver, Colorado, where it employs five staff members along with 10 independent drivers.

The Problem

B2B Trucking is a busy, growing company using a paper-based delivery ticket ordering and records system. Customer shipment orders come into the office by both phone and fax. Often, drivers deployed on the job would take the faxed order sheet with them, leaving office staff with no record of the job or its details. Record storage for past jobs was another challenge. Since records were kept in boxes in the warehouse, they were not easily accessible for the office staff when billing questions arose. Despite the employees’ immediate attention to a customer’s concern, it could take hours, or longer, to locate the paperwork for a past job and resolve a question. Management knew this was not consistent with the firm’s reputation for outstanding customer service. Something had to change.

The Solution

TB2B Trucking found the ideal solution to its problems in the FileBound® Express™ network appliance. With this plug-and-play complete document management solution, they were able to develop new best practices for managing shipment orders when ensured the right documents were available on time, every time. Orders are now scanned and easily filed right within the system.

FileBound Results

B2B also converted all of their old records into the system. So what once took hours of searching through boxes to find the necessary records to answer customer support questions, now takes only seconds. The result is that customers get immediate answers to their questions and employees are able to spend their time more productively in the office. The new FileBound Express solution has brought structure and control to their order processing. Every order is now immediately entered into the system, eliminating questions about where a driver has gone, what he or she is carrying, and when the job will be completed. All the details about an order are now always available from the system. With FileBound, the office runs more smoothly and efficiently and everyone has better visibility into day-to-day deliveries, allowing B2B to maintain high levels of customer service.

Paladin

September 18, 2013
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After automating Paladin’s processes, the organization was able to improve invoice turnaround times by 50 percent.

Paladin is committed to providing unsurpassed products and service to its customers. As part of the effort to honor this commitment, management is diligent in examining every facet of the organization, looking for ways to improve results through intelligent streamlining and automation. When management evaluated the company’s AP invoice approval processes, it found the system was inefficient, prone to error and lacking in control. The process included emailing invoices to users for approvals and storing images on shared drives upon approval. Immediately, a plan was put in place to evaluate solution alternatives and make improvements.

The Solution

After thoroughly evaluating the problem and weighing the advantages and disadvantages of various potential remedies, Paladin selected the FileBound Office Automation Solution to correct their system’s shortcomings. FileBound provided:

• An end-to-end integrated solution that saved money on upfront licensing fees and reduced the time and cost of implementation;

• An intuitive workflow design which allowed business users to design and manage their own processes without IT involvement;

• OCR coupled with templating, which automated the processing of invoices that originated as paper, faxes or email attachments;

• Automatic importing and processing of invoices, which improved throughput, quality and process control;

• Workflows that can be designed once and repurposed across business units, allowing greater consistency and reduced time for implementation and adoption.

The Results

Paladin could not be happier with the outcome and improvement in AP processing. The company has improved turnaround times on invoice approvals by 50 percent and seen a return on their investment in less than one year. Management is pleased that the system allows over 90 percent of configuration and ongoing management to be handled without IT assistance. Furthermore, because the system is licensed with unlimited users, Paladin has seen broad adoption with quick expansion to all 12 sites for AP, and there is a roadmap for automation of HR, Purchasing and Contract Management that is expected to be implemented within 18 months.

FileBound Testimonial: Maria – iDESS

July 31, 2013

“Bad information is one of the main problems in a company – it costs them at least 15% of their revenue”