Mengali Accountancy 利用 DocuWare 简化工作流程
公司规模
SME
地区
- America
国家
- United States
产品
- DocuWare
技术栈
- DocuWare Web Client
- Intelligent Indexing Service
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- Professional Service
适用功能
- 商业运营
用例
- 欺诈识别
- 远程协作
服务
- 系统集成
关于客户
Mengali Accountancy 是一家总部位于美国的精品 CPA 公司。该公司为客户提供一系列会计服务，并致力于提供高水平的服务。为了实现这一目标，Mengali Accountancy 一直在寻找改进工作流程和提高效率的方法。该公司非常重视欺诈预防，并致力于成为无纸化办公室。Mengali Accountancy 具有前瞻性思维，并利用技术来改善其运营和服务交付。
挑战
Mengali Accountancy 是一家精品 CPA 公司，该公司希望简化工作流程、改进欺诈预防并过渡到无纸化办公。该公司正在处理通过邮件收到的大量文件，然后手动扫描、索引并通过预定义的工作流程进行路由。这个过程非常耗时，涉及归档和重新归档纸质文件的繁琐任务。该公司还希望按任务和客户划分工作量，并将其与每位员工的技能组合相匹配。他们的目标是将基本的交易流程分配给初级员工，从而让高级会计师腾出时间处理更复杂的任务。
解决方案
2007 年，Mengali Accountancy 实施了 DocuWare，以实现无纸化办公和为客户提供更高水平服务的目标。该公司使用 DocuWare 的电子印章通过预定义的工作流程传送文档，从而加快了工作流程。他们还实施了 DocuWare Web Client，允许客户使用 Web 浏览器从任何位置登录 DocuWare。这为客户提供了对其信息的受控访问，而无需在本地 PC 上维护 DocuWare 安装。为了进一步改善工作流程并增加另一层欺诈保护，该公司使用了 DocuWare 的智能索引服务。该服务会自动搜索每个文档以查找相关索引词并提供建议。该公司的 DocuWare 协调员通过单击要索引的信息来确认建议的术语或对其进行改进。通过此反馈，系统可以学习识别文档类型，下次导入类似文档时，索引词会自动填写。
运营影响
数量效益
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