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
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.
Related Case Studies.
Case Study
Infosys achieves a 5–7 percent effort reduction across projects
Infosys, a global leader in consulting, technology, and outsourcing solutions, was facing significant challenges in application development and maintenance due to its distributed teams, changing business priorities and the need to stay in alignment with customer needs. The company used a mix of open source, home-grown and third-party applications to support application development projects. However, challenges resulting from distributed teams using manual processes increased as the company grew. It became more and more important for Infosys to execute its projects efficiently, so they could improve quality, reduce defects and minimize delays.
Case Study
Engine Informática offers SAP software as a service with IBM
Engine Informática, a Brazil-based company specializing in the implementation of SAP ERP solutions, identified a gap in the market for small and medium-sized companies. The company realized that the fixed infrastructure investment needed to run SAP 24/7, such as data centers, hardware, and support, meant that the per-user cost could be perceived as too high for smaller companies. The challenge was to reduce or eliminate the capital expenditures and implementation costs as much as possible to help reduce the barriers to entry for these smaller companies.
Case Study
Wittmann EDV-Systeme launches IT monitoring services
Small and medium-sized businesses often lack the know-how and resources required for thorough IT system monitoring. Wittmann EDV-Systeme wanted to launch a solution to plug the gap – enabling it to improve its own competitiveness and that of its customers. IT landscapes are becoming ever more complex and outsourcing is gaining popularity, IT systems must nonetheless remain easy-to-use and extremely reliable at all times. Automated, round-the-clock system monitoring therefore represents an immensely valuable proposition for companies: downtime for business-critical applications can be avoided, and IT systems remain available at all times.
Case Study
IBM social business software connects and empowers employees for competitive advantage
Superior Group, a company providing workforce productivity solutions, found that its employees worldwide felt disconnected from headquarters, regional offices and each other due to outdated internal communication and collaboration tools. The company's intranet had become a top-down affair with little staff involvement, and employees lacked effective tools for anywhere/anytime communications. Those working remotely had limited access to co-workers and company apps. The main method of collaboration was inefficient email, challenging IT staff to manage a growing store of attachments. These factors inhibited the company from achieving its productivity goals.
Case Study
IT-Informatik: Staying ahead of the competition by cutting costs and deploying SAP systems faster
IT-Informatik, a provider of SAP solution hosting and cloud services for medium-sized companies, aimed to boost retention and win new business by creating highly competitive and flexible offerings. However, its complex hosting environment made it difficult to set up client environments cost-effectively. With existing systems at or near capacity, IT-Informatik looked for ways to expand the scope, performance and capabilities of its hosting and cloud services. The company realized that if it could accelerate the deployment of new SAP application environments, it could onboard new customers more rapidly and respond faster to clients’ changing business needs.
Case Study
Uncovering behavioral insight to help reward and retain the best employees
The HR services company, an IBM client, was facing the challenge of understanding the factors underlying personal employment choices. They wanted to offer their clients unprecedented insight into what motivates employees and prospective job candidates. However, their existing systems were not capable of handling the surging data volumes collected from a wide range of different data sources. With the total volume likely to keep on growing, the firm looked for a solution that could meet current needs and scale to meet tomorrow’s demands.
