Invu's Document Management For Accountants Saves Bates Weston £28,000 In Information Management And Document Storage

Informations

• Publié par: invu
• Nombre de lectures: 26
• Langue: English

Extrait

Invu's Document Management For Accountants

Saves Bates Weston £28,000 In Information

Management And Document Storage

PR Newswire

BLISWORTH, England, June 18, 2012

BLISWORTH,

England

,

June 18, 2012

/PRNewswire/ --

-Bates Weston saves on stationary and printing costs with Invu's

Document Management system and transforms client relationships -

Leading accountancy practice, Bates Weston, has deployed Invu's Document

Management for Accountants, making up to £28,000 worth of savings in print

and stationery costs through improved information management and freeing

up 10% of office space previously dedicated to document storage.

Bates Weston is one of Derby's leading firms of business advisors and

chartered accountants. The firm provides services to a wide range of clients

from corporate groups and owner managed businesses, to the charities and

education sectors as well as private individuals. Services span all aspects of

businesses including accountancy and audit services, tax planning, corporate

finance, insolvency and corporate recovery services amongst others. It has

around 1,400 clients and generates an average of 20,000 documents each

month across all departments.

Previously relying on largely manual processes, Bates Weston decided its

existing information management and investment in digital information

recording and document storage would not support the business' vision and

opted to implement Invu's Document Management for Accountants to bring

real time access to the complete history of client information while supporting

the practice's strategic evolution from traditional accounts provider, offering an

annual service, to a customer focused business advisor.

Invu is now used on a daily basis by the firm's ten partners and 65 staff across

all departments. One of the key information management benefits is the speed

with which client queries can now be answered. Staff also have access to Invu

during client meetings to deal with queries. The implementation of Invu's

Document Management System for Accountants has resulted in freeing up the

entire space previously dedicated to document storage, which the practice

estimates was around 10% of its 7,000 sq ft office- as well as an entire loft

space.

Marc Pegg, IT Manager at Bates Weston,

comments, "The accountancy

business is no longer about the cheapest way of creating a set of accounts; it is

about value added services. Invu provides the central spine of information that

is enabling Bates Weston to deliver these services to clients. The investment in

Invu provides information on screen in seconds which means we can answer

any client questions immediately. This process transforms the client

relationship."

Bates Weston has attained a clear return on investment. In the year prior to

implementing Invu, the practice spent £45,000 on stationery and printing costs

alone. By the end of 2010, the print and stationery bill had been reduced by

around £17,000 per year.

Pegg concludes, "The investment in Invu has undoubtedly provided Bates

Weston with a competitive advantage. Not only have costs been significantly

cut, but delivering real time access to the complete history of client information

is now underpinning new levels of efficiency and personal contact that is

transforming the role Bates Weston can play in supporting clients."

About Invu

Invu develops software that incorporates document management, content

management, workflow, automation and collaboration specialising in solutions

for the mid-market and smaller businesses.

Also known as the paperless office, Invu typically gives a return on investment

in under six months, allowing companies to see efficiency savings in terms of

both money and time.

Over 4,500 organisations use Invu. From professional services (such as

accountants, IFAs and insurers) to education; from housing associations to

manufacturing and engineering; from transport & logistics to construction and

charities.

Invu's Open Search integration allows SharePoint users to utilise fully the

benefits of WSS/SharePoint Foundation or MOSS/SharePoint Server whilst

retaining the functions of specialist document and content management.

Invu's solutions enable automated scan, capture and management, processing

and output transformation.

Invu also integrates with all major accounting systems including IRIS and Sage,

as well as ERP and CRM systems.

http://www.invu.net

To find out how Invu can benefit businesses, please contact +44(0)1604-

859893 or email [e-mail]

For further information, please contact:

Jenny Williams

itpr

Tel. [phone]

E. [e-mail]

http://www.itpr.co.uk

Mark Palmer

Invu

Tel. [phone]

E. [e-mail]

http://www.invu.net