Mengali Accountancy Streamlines Work Processes with DocuWare
Customer Company Size
SME
Region
- America
Country
- United States
Product
- DocuWare
Tech Stack
- DocuWare Web Client
- Intelligent Indexing Service
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
Use Cases
- Fraud Detection
- Remote Collaboration
Services
- System Integration
About The Customer
Mengali Accountancy is a boutique CPA firm based in the United States. The firm provides a range of accounting services to its clients and is committed to delivering a high level of service. To achieve this, Mengali Accountancy is always looking for ways to improve its work processes and enhance its efficiency. The firm has a strong focus on fraud prevention and is dedicated to becoming a paperless office. Mengali Accountancy is forward-thinking and embraces technology to improve its operations and service delivery.
The Challenge
Mengali Accountancy, a boutique CPA firm, was looking to streamline their work processes, improve fraud prevention, and transition to a paperless office. The firm was dealing with a high volume of incoming documents received via mail, which were then manually scanned, indexed, and routed through a predefined workflow. This process was time-consuming and involved mundane tasks of filing and refiling paper documents. The firm also wanted to divide their workload by task and client and match them to the skill set of each employee. They aimed to assign basic transactional processes to entry-level staff, thus freeing up senior accountants to address more complex tasks.
The Solution
In 2007, Mengali Accountancy implemented DocuWare to achieve their goal of going paperless and providing a higher level of service to their clients. The firm used DocuWare's electronic stamps to route documents through a predefined workflow, speeding up work processes. They also implemented DocuWare Web Client, which allowed their clients to log into DocuWare from any location using a Web Browser. This provided clients with controlled access to their information without maintaining a DocuWare installation on a local PC. To further improve their workflows and add another layer of fraud protection, the firm used DocuWare’s Intelligent Indexing Service. This service automatically searches each document for relevant index terms and offers suggestions. The firm’s DocuWare Coordinator confirms the suggested term or improves it by clicking on the information to be indexed. Using this feedback, the system learns to recognize document types and the next time a similar document is imported, the index terms are filled in automatically.
Operational Impact
Quantitative Benefit
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