DocuWare Case Studies Liftasud's Journey to Becoming a Paperless Company with DocuWare Cloud

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	Liftasud's Journey to Becoming a Paperless Company with DocuWare Cloud DocuWare

Liftasud's Journey to Becoming a Paperless Company with DocuWare Cloud

DocuWare

Technology Category	Infrastructure as a Service (IaaS) - Cloud Computing
Applicable Industries	Electronics
Applicable Functions	Procurement Sales & Marketing
Use Cases	Digital Thread Inventory Management
Services	Cloud Planning, Design & Implementation Services
Challenge	Liftasud, a company specializing in the distribution and installation of heating, ventilating, and air conditioning systems, embarked on a digital transformation journey in 2018. The company aimed to become completely paperless and digitize all documents across all departments, including sales, accounting, purchasing, administration, and distribution. The project involved digitizing various types of documents such as customer and supplier invoices, quotations, customer inquiries and orders, invoice-related documents, contracts, and applications for vehicle registrations. The challenge was to implement a solution that could handle the digitization process efficiently and integrate seamlessly with their existing Sage X3 ERP system. Read More
About Customer	Liftasud is a company that specializes in the distribution and installation of heating, ventilating, and air conditioning systems. The company was founded over 30 years ago and has 70 employees and seven branches across France. Liftasud has been engaged in digital transformation since 2018, with the goal of becoming a completely paperless company. This involves reducing paper in all departments and optimizing processes in sales, accounting, purchasing, administration, and distribution. The company is a pioneer in this field, with its Managing Director Julien Brunel stating that DocuWare's solution was fully operational during the Corona virus pandemic, allowing their teams to work from home without interruption. Read More
Solution	Liftasud chose DocuWare Cloud for its digital transformation project due to its high flexibility and various integration options, especially with the Sage X3 ERP system. After a pilot phase with four users, the entire workforce started using DocuWare, and the solution was quickly adopted. The solution enabled the scanning of paper documents, digital processing, import into Sage X3, validation as part of digital workflows, and signing delivery notes on tablets. The intelligent indexing feature, the lists that replaced the old paper filing systems, and the smooth synchronization with the Sage X3 ERP system were particularly well received. More than 650,000 documents have already been digitized and archived. Read More Log in to view content
Contents

Technology Category

Infrastructure as a Service (IaaS) - Cloud Computing

Applicable Industries

Electronics

Applicable Functions

Procurement

Sales & Marketing

Use Cases

Digital Thread

Inventory Management

Services

Cloud Planning, Design & Implementation Services

Challenge

Liftasud, a company specializing in the distribution and installation of heating, ventilating, and air conditioning systems, embarked on a digital transformation journey in 2018. The company aimed to become completely paperless and digitize all documents across all departments, including sales, accounting, purchasing, administration, and distribution. The project involved digitizing various types of documents such as customer and supplier invoices, quotations, customer inquiries and orders, invoice-related documents, contracts, and applications for vehicle registrations. The challenge was to implement a solution that could handle the digitization process efficiently and integrate seamlessly with their existing Sage X3 ERP system.

About Customer

Liftasud is a company that specializes in the distribution and installation of heating, ventilating, and air conditioning systems. The company was founded over 30 years ago and has 70 employees and seven branches across France. Liftasud has been engaged in digital transformation since 2018, with the goal of becoming a completely paperless company. This involves reducing paper in all departments and optimizing processes in sales, accounting, purchasing, administration, and distribution. The company is a pioneer in this field, with its Managing Director Julien Brunel stating that DocuWare's solution was fully operational during the Corona virus pandemic, allowing their teams to work from home without interruption.

Solution

Liftasud chose DocuWare Cloud for its digital transformation project due to its high flexibility and various integration options, especially with the Sage X3 ERP system. After a pilot phase with four users, the entire workforce started using DocuWare, and the solution was quickly adopted. The solution enabled the scanning of paper documents, digital processing, import into Sage X3, validation as part of digital workflows, and signing delivery notes on tablets. The intelligent indexing feature, the lists that replaced the old paper filing systems, and the smooth synchronization with the Sage X3 ERP system were particularly well received. More than 650,000 documents have already been digitized and archived.

Impact #1	All company processes are now 100% digital.
Impact #2	The solution was quickly adopted by the entire workforce.
Impact #3	The smooth interaction between DocuWare and the ERP system provides a real-time view of order and warehouse status directly in DocuWare.

Impact #1

All company processes are now 100% digital.

Impact #2

The solution was quickly adopted by the entire workforce.

Impact #3

The smooth interaction between DocuWare and the ERP system provides a real-time view of order and warehouse status directly in DocuWare.

Benefit #1	More than 650,000 documents have been digitized and securely archived.

Benefit #1

More than 650,000 documents have been digitized and securely archived.

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Overview

Liftasud's Journey to Becoming a Paperless Company with DocuWare Cloud

Operational Impact

Quantitative Benefit