Before Domo, Natio struggled to make use of the limited data it could access. While it received sales data from its top retailers, this data only provided high-level information that left the company blind to the nuances of which products and colors were selling and why. Because data was so difficult to collect and process, it was often stale by the time it was presented to the board, while static documents left company leaders unable to dive deep into the data to get answers.

San Diego Workforce Partnership, one of California’s leading workforce development boards, was struggling with disparate data systems that were difficult to use and integrate. They had to rely on time-consuming manual reporting to manage cases, apply for grants, and meet compliance requirements. This significantly reduced the time left to understand where they could focus their resources for maximum impact. They needed a solution that would allow them to dig deeper into the data and enable the organization’s success.

Compass Agribusiness Management works with investors and farmers to operate high-performing, sustainable farming operations. They needed a better way to store and analyze the operational and financial data they were getting from their dozens of systems to better understand how their farms and business are performing. The data was scattered across multiple locations, making it difficult to draw conclusions and answer investor questions. They needed a solution that could bring all the data together in one place for better decision-making.

In 2018, Dr. Coopwood challenged his organization to transform the health system by digitizing the way they deliver health. By incorporating high-tech, innovative medical services and leveraging data in new ways throughout the organization, Regional One Health wanted to prepare the health system to serve the needs of Memphis for decades to come. However, with nearly 200 years of history and nine locations spread across Shelby County, it’s easy to imagine how many disjointed, siloed systems the hospital had in place.

Harcourts International, a leading real estate agency, was facing a challenge in understanding what impacts each franchisee’s profitability. The franchises were siloed off from each other, which made it difficult for the operations team to gather data, compare franchisees across markets, and share best practices. The lack of a centralized system for data collection and analysis was hindering the company's ability to make informed decisions and improve franchisee profitability.

Ensuring that marketing claims about a product are not misleading or deceptive is a major challenge for this large consumer goods company which must comply with consumer protection laws and industry self-regulatory guidelines. To avoid litigation and the associated costs, marketing claims must be supported by sound factual research results, such as clinical studies and consumer reports. With almost 300,000 new clinical studies registered every year, it is impossible to manually keep track of new evidence related to a specific product. The scientific vocabulary used in such studies differs significantly from the jargon used in marketing claims and the product-relevant scientific information is often not formulated in words, but encapsulated within chemical formulation. This made it impossible to automate the verification process, which remained a long and tedious process involving humanbased tasks of searching, and manually validating evidence documentation.

The leading car manufacturer was dealing with a growing number of requirements (over 150,000) that were described in multiple documents and databases. Thousands of specification sheets existed, each of them containing on average 500 requirements. There was no information about whether a requirement relates to a specific project or to multiple projects, nor an easy way to compare requirements across projects. The requirement engineers had to copy-paste requirements and manually compare them, before using them in new documents. Previous attempts to automate this task had failed, because similar requirements formulated in different ways could not be identified and because requirement texts are often too short to convey a meaning to conventional search engines. The fact that many specification sheets contain complex tables from which requirements must be extracted and that specification sheets do not have a standard structure made it even more difficult for current approaches to solve the problem.

Value Place, an extended stay economy hotel chain, was struggling with its accounts payable (AP) process. The company was manually keying AP invoice information into their MAS 90 accounting system, routing the paper documents to the correct personnel for approval, then physically filing the paperwork. This process was time-consuming and prone to errors, with documents often getting lost or misfiled. The approval and payment process generally took two to three weeks, due to mailing invoices around the country for approval. Value Place planned to migrate its accounting information from a MAS 90 to a MAS 500 system and needed to implement a document management solution that could be completely integrated and rolled out with the new accounting system.

Riegele, a family-owned brewery based in Augsburg, Germany, was facing a challenge of managing a flood of paper documents. The company wanted to reduce the time and effort required for compliant, tamper-free archiving of around 80,000 delivery slips and 12,500 incoming invoices annually. The company was looking for a solution that could offer a good price/performance ratio and ease of use and setup. The solution also needed to seamlessly integrate with their existing SAP ERP system.

KEMWEB, a digital agency, was facing challenges in optimizing its administrative processes. The company's existing system, a mix of a self-developed digital filing system and physical folders, was not meeting the demands of an agile, growing company. The auditing process was particularly problematic. The company was looking for a Document Management System (DMS) that could integrate with existing applications and adapt to the needs of individual departments. A cloud solution was preferred.

Levi Strauss, a global textile company, is undergoing a variety of changes in Germany to meet the demands of their internet and lifestyle savvy customers as well as the requirements of the digital business world. This includes organizational structures that reflect the company's global orientation as well as the introduction of new IT solutions. In 2010, DocuWare was introduced in the OTC department in Frankfurt as part of a pilot project. Over the years, enormous quantities of documents such as shipping slips, invoices and returns had accumulated and needed to be digitally managed in the future. The goal was both to increase processing efficiency and ensure sustainability. After successful implementation, including extensive digitization of old documents, the central European service center in 2015 created a new situation. At this point, the DocuWare installation, which had previously been run locally, was replaced by a cloud solution, to drive further cost savings in the long term.

BACS Banco de Credito y Securitizacion S.A., a leading financial solutions provider for investment companies and capital markets based in Buenos Aires, Argentina, was struggling with inefficient document processes. With only 20 employees responsible for the documentation inventory and filing of more than 50,000 loan documents that came through BACS each month, the company was overwhelmed. The existing workflows were almost entirely manual in nature, leading to frequent loss or misfiling of documents, reporting errors, and limitations. The company found it increasingly difficult to keep track of documents as they were shared and moved between multiple departments. Searching for specific documents and client files was a time-consuming and inefficient process that often left employees frustrated. BACS needed a solution to help them keep up with the demands of their growing company and make it easier to comply with FACTA (Fair and Accurate Credit Transactions Act), which stipulates privacy policies for bank documents and limits the ways consumer information can be shared.

Smithfield Foods, a large pork processing group, was struggling with a highly manual and paper-based accounting process. The company's accounting department received over 12,000 invoices annually, which were compared with open purchase orders or forwarded to the responsible manager for approval. However, the payment process only took place every 14 days, meaning approved invoices often had to be stored again. The final documents were placed in hanging files, while older documents were transferred to an external archive. Over time, the space requirements and manual processes became a burden. Different employees had to access documents – often multiple times – and then had to file them again.

Adam Transporte, a family business based in Germany, specializes in transporting all kinds of vehicles. The company was looking for an ECM software that could seamlessly connect to their specialized email system, David. Most of their suppliers issue invoices in a digital form, with only a few incoming A/P invoices arriving by post. The direct and automated processing of the documents in a digital workflow was therefore of highest priority. When they did a head-to-head comparison, DocuWare‘s solution came out on top in part because of its Connect-to-Mail functionality and Intelligent Indexing Service.

National Crop Insurance Services (NCIS) is an international non-profit organization representing 18 crop insurance companies. They manage data and information, conduct research and analysis, and conduct educational activities on claims adjustment, ethics, policies, and procedures. With a staff of 45, NCIS needed a secure single location where it could store and manage their corporate documents such as internal meeting minutes, information from the federal government, and bulletins it distributes to its members. They also needed a better way to track the different versions of notes as they worked towards making a decision and they needed to be able to easily research when and why a decision was made. The organization also needed to update its document retention policy regarding email in order to free up room on its servers. In general, they saw the benefit of making their processes as paperless as possible.

Randy Shepard & Associates, Inc., (RS&A) specializes in warranty claims processing for new car dealerships nationwide. They handle warranty claims processing by reviewing every claim for manufacturer compliance, applying proper codes, entering the data and ensuring the appropriate documentation is submitted to the manufacturer with each claim. They also handle correcting rejected claims and resubmitting them and provide their customers with claim payment confirmations. However, managing these claims was time consuming especially if a document needed to be verified from a previous day or week. As their business grew, RS&A wanted to expedite their business process associated with processing paper documents, and make it faster and easier to locate any claim electronically.

Toshiba Business Solutions, a network of wholly owned office equipment dealers throughout the United States, was looking to streamline its sales order processes, from order inception to payment. The company wanted to implement a document management solution that would simplify information access by multiple departments, speed up the time it takes to process an order, and integrate with their Oracle ERP system and Salesforce CRM system. The company also wanted to create a full audit trail and standardize procedures between different locations. The tasks included streamlining workflow, simplifying information access, and speeding up order processing time to improve Days Sales Outstanding.

SRC Recruitment, a staffing agency based in Singapore, was facing several challenges due to its paper-based document management system. The company had to manually sort and store incoming documents in registers at two different locations. This led to high printing costs and difficulties in controlling the archived paper documents. It was challenging for the employees to quickly determine how long documents had been stored or when they were last updated. Moreover, the paper archive was taking up a significant amount of space, which was a major issue considering the high square footage price in Singapore. The company needed a solution that would allow them to completely digitalize their document handling and storage process.

QSAC, a nonprofit organization supporting children and adults with autism, was facing challenges in monitoring its complex accounting processes, grants, and donor funds. With over 1,500 employees and a budget of $55 million, it was crucial to have a robust system in place. The organization had previously invested in a document management system, but it lacked the sophisticated features they needed. QSAC wanted a solution that could integrate with FundEZ, their existing financial and accounting software, to improve document security, create custom complex approval workflows, and enhance functional skills.

Mercury Air Group’s MercFuel, a Los Angeles-based division that provides jet fuel, air cargo services, transportation and support services, was facing challenges with its accounting processes. The company purchases and resells over 400 million gallons of jet fuel annually for planes and airport gas stations. With a network of over 1,000 third-party fuel suppliers, the organization processes upwards of 12,000 invoices per month. The decision to move to a digital system stemmed from the need for more streamlined core business processes. Accounting transactions can become very complex - for example, one fuel ticket can generate multiple payable and receivable invoices between multiple vendors. MercFuel may have to wait to get invoices from all its vendors before it can invoice its own customers.

WeberHaus, a German manufacturer of prefabricated homes, creates custom houses for its customers. This process generates hundreds of documents for each construction project, which were previously archived in paper form and saved digitally on a network drive. With approximately 750 new construction projects every year, this resulted in at least around 2000 binders that needed to be passed from one department to another. The administrative effort and time that went into storing an increasing number of e-mail in the Windows drive and the complicated search for documents within the Windows file system were significant challenges. The goal was to develop a consistent storage system for any employee tied into the process, which would give them tamper-free storage of all project-related documents with the least amount of time and effort.

Smart Choice® was overwhelmed with the task of inputting commission statements from each carrier into their accounting system to produce the commission checks, as well as the reports and statements showing the commission split for each of the many carriers and agents. This paper intensive process required a team of four to five data entry employees, who were also required to fold and stuff statements into envelopes for approximately one week in order to meet their contractual deadline of issuing these statements and checks by the fifteenth of each month. The company knew they needed to automate this workflow – especially as their company continued to grow.

The Woodland Trust, a UK woodland conservation charity, was facing a challenge of managing and storing their legal documents in a format that was legally accepted by the courts. They were also looking for a solution that could integrate with their CRM and accounting systems, and provide home-based employees with easy access to important information. The organization was planning to move to a new, more modern building where they anticipated having less storage space, which prompted them to start evaluating document management solutions. The tasks included reducing storage space, creating a “legally admissible” electronic document archive, sharing information with home-based employees, and integrating a document management system with the organization's CRM and Accounting system.

The Civil Engineering Office in Stuttgart was tasked with the mammoth task of overseeing the Rosenstein tunnel construction project. The project, which started in 2013 and is expected to be completed by 2020, involves the construction of a tunnel under Rosenstein Park and parts of the Wilhelma zoological botanical garden. The project also involves the deconstruction of existing traffic areas, which will be replaced by green areas to facilitate residents' access to the banks of the Neckar River. The challenge was to create a digital archive that would allow the civil engineering office and the engineering offices involved to access all relevant documents on a daily basis. However, all parties involved had their own secure IT networks, which severely limited the exchange of data between them, making a local installation at one of the locations impractical.

Roberts Wesleyan College was facing a storage issue with admissions and registration records stored in file cabinets in the College's main office. Sharing information between departments in buildings across campus and determining whether you were working with the most current version of a document was difficult. The College's management team also wanted to more easily meet privacy requirements outlined in the Family Educational Rights and Privacy Act (FERPA) by limiting information access automatically. Reducing printing and storage costs, as well as help increase enrollment by simplifying the admissions process were their other goals.

ADMIN Partners LLC, a third-party retirement plan administrator, was struggling with complex paper-based processes to route documents through their workflow. The company’s Director of Client Services, Maria SpeeneyJohnson, received hundreds of documents each day that she would need to manually log and physically deliver to her staff. This process was time-consuming and slowed down the entire Client Services team. Their workflow was further hampered by the need to keep the file room under lock and key to meet client security regulations. ADMIN Partners wanted to implement a solution that could manage all their document types including; faxes, mail, email and electronic data files. They needed a system that was customizable to meet their business processes and document types, could transform their paper-based process to a digital process with automated workflow functionality, and had robust security features that would help them securely store and electronically route information while tracking and limiting who had access to each type of document.

The Disciplinary Board of the Supreme Court of Pennsylvania, an independent ethics organization, was struggling with managing and storing a large amount of information accurately due to the large number of attorneys in the Commonwealth. The Board's largest division, the Office of Disciplinary Counsel (ODC), investigates 4,500 – 5,000 complaints annually against attorneys, and when appropriate also prosecutes, resulting in either private or public discipline. The Office of the Secretary to the Board is charged with, among other things, housing the official record of any case resulting in a hearing or discipline. The Attorney Registration Office collects attorney registration fees and maintains a copy of each attorney’s annual registration form. The Accounting and Human Resource Office handle basic business functions. After evaluating its business practices, the Board decided it needed to revise some of its processes in order to gain efficiencies, better manage its documents and create approval processes for the Accounting Office and ODC that could be easily reviewed and audited.

Banco Atlántida, a leading financial group in Honduras, was facing challenges with their document management system. Prior to implementing DocuWare, banking documents were transferred to the central office by correspondence bags and then microfilmed. The paper documents were then stored for 5 years in a bank-owned offsite warehouse, boxed by date, branch name, and document type. This process resulted in poor customer service due to the bank's inability to quickly access documents. They often had to deal with messy misfiled documents, poor quality microfilm and the need for constant maintenance of microfilm equipment. The bank’s COO saw the pressing need to move towards a paperless office as a means to resolve their current situation.

Swagelok Manchester, a leading provider of fluid systems solutions, was facing a significant challenge due to the growth in documents for all of its paper-based administrative and logistical processes. The workflows were becoming increasingly time and cost-intensive. Managing filing was costing 30 minutes per day, per employee. The company had to put in weekend hours to tackle the out-of-control paper archive every quarter. The management team realized that it was time to take action and decided to implement a digital solution to manage the growing volume of documents.

ROTEX Heating Systems, a manufacturer of heating systems, was facing challenges with its invoice authorization process. The company was receiving approximately 150 incoming A/P invoices per day, which required four eyes to verify each invoice. This process was pushing the previous way of distributing invoices and gathering signatures via internal mail system to its limits. When employees were out sick or on vacation, the invoices would stack up their mailboxes, resulting in weeks, not days, for certain workflow steps. At the same time, central administration often lost track of where everything was. As a result, the company was rarely able to take advantage of early discount payments. Additionally, a lot of time was wasted searching for proposals, order confirmations or contracts, and documents needed for everyone`s daily work.