DocuWare Case Studies Bromwall Ltd. - Insurance Brokerage Enhances Efficiency with DocuWare

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	Bromwall Ltd. - Insurance Brokerage Enhances Efficiency with DocuWare DocuWare

Bromwall Ltd. - Insurance Brokerage Enhances Efficiency with DocuWare

DocuWare

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Database Management & Storage
Applicable Functions	Business Operation Sales & Marketing
Services	System Integration Training
Challenge	Bromwall Ltd., a rapidly growing insurance broker, was facing the challenge of managing a flood of paperwork on a daily basis. The documents, ranging from policies and claims to client presentations and new business, were coming in from various sources. The paper-based system was inefficient and time-consuming, often requiring employees to return phone calls after first identifying the case and matching the pertaining records. The company needed an Enterprise Content Management (ECM) system to manage the influx of documents and free up time for personnel to handle other tasks. The solution also needed to integrate with 'Act! by Sage' and 'Paperport' by Nuance, two other standard software systems used by Bromwall. Read More
About Customer	Bromwall Ltd. is a fast-growing, specialty insurance broker that provides coverage for various businesses, including many in the construction, engineering, commercial buildings, movie props, retail, and warehousing fields. Headquartered in Old Hatfield, Hertfordshire in Eastern England, Bromwall has grown from a small company to a successful 15-employee organisation doing business well beyond the British Isles. The company processes over 2,000 documents on a monthly basis, mostly consisting of e-mail, presentations, photographs, insurance policies, applications, etc. Read More
Solution	Bromwall implemented DocuWare, an ECM solution that met all of their requirements. The system was set up over a weekend and was up and running by the following Monday. All employees had been trained using DocuWare’s eLearning programme, which could be completed via CD or online. The new electronic workflow mirrored the paper-based workflow, but also made it easy for a supervisor to identify any possible shortfalls by observing the outstanding documents in the individual staff baskets. Moving documents between baskets and placing them in the filing cabinet was now as simple as clicking a button. The system also integrated seamlessly with 'Act! by Sage' and 'Paperport' by Nuance, and an automated backup to the Internet was arranged to secure all documents. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Database Management & Storage

Applicable Functions

Business Operation

Sales & Marketing

Services

System Integration

Training

Challenge

Bromwall Ltd., a rapidly growing insurance broker, was facing the challenge of managing a flood of paperwork on a daily basis. The documents, ranging from policies and claims to client presentations and new business, were coming in from various sources. The paper-based system was inefficient and time-consuming, often requiring employees to return phone calls after first identifying the case and matching the pertaining records. The company needed an Enterprise Content Management (ECM) system to manage the influx of documents and free up time for personnel to handle other tasks. The solution also needed to integrate with 'Act! by Sage' and 'Paperport' by Nuance, two other standard software systems used by Bromwall.

About Customer

Bromwall Ltd. is a fast-growing, specialty insurance broker that provides coverage for various businesses, including many in the construction, engineering, commercial buildings, movie props, retail, and warehousing fields. Headquartered in Old Hatfield, Hertfordshire in Eastern England, Bromwall has grown from a small company to a successful 15-employee organisation doing business well beyond the British Isles. The company processes over 2,000 documents on a monthly basis, mostly consisting of e-mail, presentations, photographs, insurance policies, applications, etc.

Solution

Bromwall implemented DocuWare, an ECM solution that met all of their requirements. The system was set up over a weekend and was up and running by the following Monday. All employees had been trained using DocuWare’s eLearning programme, which could be completed via CD or online. The new electronic workflow mirrored the paper-based workflow, but also made it easy for a supervisor to identify any possible shortfalls by observing the outstanding documents in the individual staff baskets. Moving documents between baskets and placing them in the filing cabinet was now as simple as clicking a button. The system also integrated seamlessly with 'Act! by Sage' and 'Paperport' by Nuance, and an automated backup to the Internet was arranged to secure all documents.

Impact #1	The DocuWare Solution has improved the day-to-day workflow to such an extent that now Bromwall’s employees never want to work without it.
Impact #2	The new electronic workflow mirrors the paper-based workflow, but also makes it easy for a supervisor to identify any possible shortfalls by observing the outstanding documents in the individual staff baskets.
Impact #3	Moving documents between baskets and placing them in the filing cabinet has come down to a simple click of a button.

Impact #1

The DocuWare Solution has improved the day-to-day workflow to such an extent that now Bromwall’s employees never want to work without it.

Impact #2

The new electronic workflow mirrors the paper-based workflow, but also makes it easy for a supervisor to identify any possible shortfalls by observing the outstanding documents in the individual staff baskets.

Impact #3

Moving documents between baskets and placing them in the filing cabinet has come down to a simple click of a button.

Benefit #1	Saved on extra staff, so it could be said we broke even almost immediately.

Benefit #1

Saved on extra staff, so it could be said we broke even almost immediately.

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Overview

Bromwall Ltd. - Insurance Brokerage Enhances Efficiency with DocuWare

Operational Impact

Quantitative Benefit