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Client Files
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Challenges |
Solution |
Benefits |
- Intac was running out of office space for their massive volume of client files and legal documents.
- 20% of staff were telecommuters who took files home with them.
- Information was difficult to locate when customers called with questions or document requests.
- Office space was cluttered and used inefficiently.
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- Digiscribe implemented a hybrid document management solution, including outsourced scanning services, an in-house scanning system and a Web-based repository for document storage and retrieval.
- Digiscribe handled the pick up, scanning and indexing of over 500,000 pages of legacy files.
- Intac scans new client files in-house, using a KodakTM i260 scanner with PaperFlowTM capture software, purchased from Digiscribe.
- All scanned files are uploaded to ImageSilo®—a secure, off-site, Web-based repository.
- Files are retrieved and distributed instantly from any location with a Web browser, 24x7.
- Scanning and indexing services are outsourced to Digiscribe during periods of increased volume.
- ImageSilo was integrated with Intac’s CRM system.
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- Immediate access to client files—whether at home or at the office—24x7.
- Greater employee efficiency.
- Faster, more responsive customer service.
- No more lost or misplaced documents.
- Audit trails, security logs and utilization reports ensure data security and regulatory compliance.
- Eliminated 20 filing cabinets to reduce clutter and use office space more efficiently.
- Able to handle increases during peak volume periods without incurring the costs of hiring temporary staff or gearing up internal operations.
- Real-time access to client files from Intac’s CRM system with a single keystroke.
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PaperFlowTM and ImageSilo® are registered trademarks of Digitech Systems, Inc.
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