Challenge
Martin’s document management and control processes had served them well over the years, but with the business growing successfully they realized that more time was being spent looking for information than using it. Thus they wanted an up-to-date electronic document management system to make saving, accessing and sharing documents and emails easier, faster, safer and more secure.
Solution
An electronic document management system that fits Martin’s business model, culture and infrastructure while complying with strict specifications and best practice in terms of document taxonomy, process and production; integration with key systems including Outlook; and regulatory compliance.
Deliverables
Discovery process to confirm scope and cost, followed by design, implementation, training and support.
Benefits
- Better client and agent service conducive to greater market penetration
- Competitive advantage and savings through more efficient information management
- Reduced staff workload and ease of use: "click and get done"
- Enhanced business continuity and information compliance, safety and security
- Useful visual breakdown of company structure and operation
- Freed up floor space, previously used for hard copies
- Savings and convenience (remote working) through leveraged infrastructure virtualization