DocuWare Case Studies PEER Bearing Case Study

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	PEER Bearing Case Study DocuWare

PEER Bearing Case Study

DocuWare

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Inventory Management Supply Chain Visibility
Services	System Integration
Challenge	PEER Bearing Company, a global manufacturer of bearing and bearing-related products, was facing challenges with its sales order workflow. The company was using a combination of manual processes and fax transmissions to receive orders from customers. Once an order was placed, an acknowledgement confirming the terms of the order was printed and faxed back to the customer. This process was time-consuming and prone to the loss or misplacement of paper documents. These important sales records were stored in file drawers and eventually moved to boxed storage in a warehouse. Nearly 140 man hours a week were needed to organize and file the orders paperwork. With so much paper in the office, employees were always leaving their desks to find the information they needed. The company was spending $18,000 annually in printing and faxing costs and an additional $42,000 in labor costs associated with faxing, filing and retrieving paper documents. Read More
About Customer	PEER Bearing Company is a dynamic and customer-focused manufacturer delivering valued solutions to a global market. The company offers a wide range of bearing and bearing-related products which includes radial ball, mounted units, tapered roller and agricultural bearings and seals. With TS 16949 certified manufacturing facilities and a strong focus on quality assurance, PEER services top OEM and Distribution companies within, but not limited to, the agricultural, HVAC (Heating Ventilation and Air Conditioning), electrical, transmission, and material handling industries. The company is headquartered in Illinois and has sales and manufacturing facilities in the United States, South America, Europe, and China. Read More
Solution	PEER Bearing Company implemented DocuWare to streamline its sales order workflow. The company chose DocuWare because of its simplicity in implementation, cost, and its scalability and flexible platform. Using an existing copier to scan paper documents, the department's document management system was implemented. DocuWare and PEER's paper system ran in parallel for a few weeks until employees were comfortable with the new system. Today, no matter how an order is received, either by phone, fax or e-mail, they are all processed electronically and routed to the correct employee via DocuWare's workflow processes. Once a CSR processes an order, they issue a sales order acknowledgment which is automatically faxed or e-mailed to the customer through DocuWare according to the rules in the system for each account. The order, sales order acknowledgement and PO are automatically indexed and stored in DocuWare, linking this important information together. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Inventory Management

Supply Chain Visibility

Services

System Integration

Challenge

PEER Bearing Company, a global manufacturer of bearing and bearing-related products, was facing challenges with its sales order workflow. The company was using a combination of manual processes and fax transmissions to receive orders from customers. Once an order was placed, an acknowledgement confirming the terms of the order was printed and faxed back to the customer. This process was time-consuming and prone to the loss or misplacement of paper documents. These important sales records were stored in file drawers and eventually moved to boxed storage in a warehouse. Nearly 140 man hours a week were needed to organize and file the orders paperwork. With so much paper in the office, employees were always leaving their desks to find the information they needed. The company was spending $18,000 annually in printing and faxing costs and an additional $42,000 in labor costs associated with faxing, filing and retrieving paper documents.

About Customer

PEER Bearing Company is a dynamic and customer-focused manufacturer delivering valued solutions to a global market. The company offers a wide range of bearing and bearing-related products which includes radial ball, mounted units, tapered roller and agricultural bearings and seals. With TS 16949 certified manufacturing facilities and a strong focus on quality assurance, PEER services top OEM and Distribution companies within, but not limited to, the agricultural, HVAC (Heating Ventilation and Air Conditioning), electrical, transmission, and material handling industries. The company is headquartered in Illinois and has sales and manufacturing facilities in the United States, South America, Europe, and China.

Solution

PEER Bearing Company implemented DocuWare to streamline its sales order workflow. The company chose DocuWare because of its simplicity in implementation, cost, and its scalability and flexible platform. Using an existing copier to scan paper documents, the department's document management system was implemented. DocuWare and PEER's paper system ran in parallel for a few weeks until employees were comfortable with the new system. Today, no matter how an order is received, either by phone, fax or e-mail, they are all processed electronically and routed to the correct employee via DocuWare's workflow processes. Once a CSR processes an order, they issue a sales order acknowledgment which is automatically faxed or e-mailed to the customer through DocuWare according to the rules in the system for each account. The order, sales order acknowledgement and PO are automatically indexed and stored in DocuWare, linking this important information together.

Impact #1	Moving to a paperless process, with secure automated storage and fast accurate retrieval of information, has greatly impacted the productivity of the orders department.
Impact #2	Employees no longer need to leave their desks to search for documentation as all information is readily available through DocuWare.
Impact #3	Management can visually track the workflow and redistribute order processing as needed.

Impact #1

Moving to a paperless process, with secure automated storage and fast accurate retrieval of information, has greatly impacted the productivity of the orders department.

Impact #2

Employees no longer need to leave their desks to search for documentation as all information is readily available through DocuWare.

Impact #3

Management can visually track the workflow and redistribute order processing as needed.

Benefit #1	Immediate cost savings averaging $47,700 a year.
Benefit #2	90% reduction in fax volume.
Benefit #3	75% reduction in labor costs associated with faxing, filing and retrieving paper documents.

Benefit #1

Immediate cost savings averaging $47,700 a year.

Benefit #2

90% reduction in fax volume.

Benefit #3

75% reduction in labor costs associated with faxing, filing and retrieving paper documents.

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Overview

PEER Bearing Case Study

Operational Impact

Quantitative Benefit