林地信托：实现无纸化办公并植树造林
公司规模
Large Corporate
地区
- Europe
国家
- United Kingdom
产品
- DocuWare
技术栈
- CRM system
- Accounting system
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Customer Satisfaction
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
适用功能
- 人力资源
- 采购
用例
- 库存管理
- 远程协作
服务
- 系统集成
- 软件设计与工程服务
关于客户
林地信托基金会成立于 1972 年，是英国最大的林地保护慈善机构，也是保护森林和树木的主要力量之一。该组织致力于保护古老森林、修复受损森林，并为受到开发威胁的森林而战。在社区、学校、组织和个人的帮助下，他们在英格兰、威尔士、北爱尔兰和苏格兰各地开辟了新的原生林地。该组织正在寻找一种解决方案，以法院合法接受的格式将其法律文件数字化，并安全地存储这些文件，保留期限长或无限。他们还需要一种可以与其他关键系统（如 CRM 和会计系统）集成的解决方案，并为在家办公的员工提供轻松访问重要信息的机会。由于近 2/3 的员工在家办公，因此通过平板电脑、智能手机或笔记本电脑通过互联网访问信息是一个重要的考虑因素。
挑战
英国林地保护慈善机构 Woodland Trust 面临的挑战是如何以法院合法接受的格式管理和存储其法律文件。他们还在寻找一种可以与其 CRM 和会计系统集成的解决方案，并为在家办公的员工提供轻松访问重要信息的机会。该组织计划搬到一座新的、更现代化的大楼，他们预计那里的存储空间会更少，这促使他们开始评估文档管理解决方案。任务包括减少存储空间、创建“合法可接受的”电子文档档案、与在家办公的员工共享信息，以及将文档管理系统与组织的 CRM 和会计系统集成。
解决方案
Woodland Trust 决定实施 DocuWare，因为它符合法院的法律要求，可以帮助他们减少文档存储空间，并可以根据他们的独特需求进行定制。DocuWare 最初被推广到法律部门，用于管理和存储土地征用文件和遗留文件，其中包含个人在其去世后将其部分遗产捐赠给 Woodland Trust 的详细信息。该组织扩大了 DocuWare 的用途，包括直接借记授权和礼品援助声明。使用定制的内部软件编程，DocuWare 与慈善机构的 CRM 系统 Advanced、NG 集成。一旦在 CRM 系统中找到捐赠者，就可以通过单击集成的 DocuWare 按钮来访问与该捐赠者相关的每个文档，该按钮在后台运行，自动搜索并显示使用捐赠者的参考编号索引的任何文档。
运营影响
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