Real-World Case Studies and Customer Success Stories with DocStar ECM

DocStar ECM helped the Professional Insurance Agents (PIA) of Georgia go fully paperless. The association digitized all documents, improving retrieval... speed and security. Staff can now find and share files instantly, boosting efficiency and customer service. Sensitive data is protected with password security and audit trails. The system also integrates emails and faxes, making all records easy to manage. PIA of Georgia now saves time and has eliminated paper storage costs.
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Gem Young Insurance used DocStar document management with Applied Systems TAM to handle large volumes of client paperwork. Staff can now... access all client information from their desktops, making it easier to serve clients on the first call. The integration reduced time spent searching for documents and improved workflow efficiency. The company is moving to front-end scanning for even faster processing. This change will help standardize workflows across all branch offices.
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First Insurance Services, an 18-person insurance agency in Durham, adopted DocStar ECM for document management. The agency replaced manual paper... handling with electronic scanning and workflow automation. Staff now process documents faster and more accurately, linking files directly to client records. The system improved tracking, enabled remote management, and allowed the agency to absorb a staff reduction without loss of productivity. Employees report higher efficiency and satisfaction with the new digital process.
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The Tassey Group used DocStar ECM to manage insurance application files. Before DocStar, staff handled 20 to 25 paper files... daily, leading to delays and high copying costs. With DocStar ECM, documents are scanned and sent instantly, cutting response times from days to minutes. The agency eliminated one clerical position and reduced copying expenses from 40,000 copies a year to almost nothing. Customer service improved with faster, electronic file searches and instant answers for brokers.
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Adirondack Trust Insurance used DocStar to automate document management. They integrated DocStar with their Sagitta agency management software. This let... staff find documents with just two clicks, instead of switching between systems. The new process cut manual data entry and made customer service faster. Scanning and filing documents now takes less time and effort. The company improved accuracy and saved time across many departments.
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Clearwater Underwriters used DocStar to solve paper filing and document retrieval problems. The company eliminated 35 file cabinets and plans... to remove 70 in total. DocStar's web access lets agents view policies online, cutting printing and mailing costs. The solution improved workflow, increased efficiency, and reduced time spent searching for documents. Staff adapted to digital workspaces, speeding up client service and saving money.
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DocStar helped Budar Group, an Allstate Insurance agency in Hawaii, go paperless. The agency managed thousands of documents each year... and struggled with overflowing file cabinets. After implementing DocStar, staff quickly learned the system and began scanning both current and legacy files. The solution improved document searchability, enabled fast access, and allowed multiple users to retrieve files at once. Budar Group reduced supply costs, reclaimed office space, and improved customer service with secure, digital document management.
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Pease-Kerr-Canfield Insurance used DocStar to digitize and manage documents. The agency scanned about 30 documents daily, automating filing with barcode... sheets. DocStar integrated with AMS, giving staff instant access to client files and reducing paper clutter. The solution improved customer service by enabling faster responses and fewer errors. Pease-Kerr-Canfield saved about $500 in copy costs in the first year and expects more business from better service and referrals.
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SDL Brokerage Inc. and Group Health Solutions Inc. used DocStar ECM to manage insurance documents. They reduced file cabinets from... 33 to 13, aiming for just two by year end. The agencies saved over $3,000 in storage costs. Staff can now find client files quickly without leaving their desks. DocStar ECM improved accuracy, efficiency, and customer service for the agencies.
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DocStar helped Church Agency, Inc. solve storage and privacy issues by integrating with Applied Systems TAM. Staff scan 360 to... 420 pages daily, filing documents automatically with barcode sheets. DocStar lets employees access, email, and fax documents directly from their desks. The system improves accuracy, efficiency, and traceability. Security features and audit trails ensure compliance and reduce errors. DocStar support and training impressed the team.
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DocStar ECM helped Osawatomie Title manage documents better. Before, Pamela Hime did everything by hand and used paper files. With... DocStar ECM, she scans files and finds them fast on her computer. She saves time and energy by not searching through boxes and cabinets. The fax feature lets her send and store documents easily. She can now answer client requests faster and work more efficiently.
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Crescent Crown Distributing used DocStar ECM AP Automation with Microsoft Dynamics GP to improve accounts payable efficiency. Before DocStar, they... processed invoices manually and struggled with late fees and lost documents. After implementation, they automated invoice routing and approvals, reducing late fees to almost zero and saving thousands of dollars each year. The team also saved about 250 hours of labor annually. DocStar provided fast ROI and easy integration, making invoice management much easier for Crescent Crown.
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DocStar ECM integrated with Epicor ERP helped BV Dairy automate routine tasks and support 10% annual growth targets. The solution saved... staff over 10 hours per week by streamlining invoice approval and delivery note processing. BV Dairy improved accuracy, efficiency, and traceability in their accounting and administrative processes. Customizable workflows allowed the company to adapt as business needs changed. Staff could focus on higher-value tasks, fueling further growth.
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Hanor used DocStar Enterprise Content Management with intelligent data capture and Microsoft Dynamics GP to speed up invoice payments by 30%. The company centralized... invoice processing, making it easier to track and approve invoices from multiple locations. Staff saved time by automating manual tasks and reducing bottlenecks. The solution improved accuracy, efficiency, and visibility into financial status. Hanor now processes documents faster and can adapt workflows as business needs change.
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Masters Gallery Foods used DocStar ECM to automate their accounts payable process. Before DocStar, they lost invoices and wasted time... with manual, paper-based workflows. After implementing DocStar, invoice approval time dropped from a full day to one hour. The system improved accuracy, reduced errors, and made audits easier. Masters Gallery also advanced their sustainability goals by reducing paper waste and boosting recycling efficiency.
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Franklin Foods used DocStar Content Management and Intelligent Data Capture to automate manual, paper-based financial processes. The company eliminated labor-intensive... tasks in accounts payable, freeing staff for higher-value work like financial analysis. DocStar enabled a new, streamlined credit memo workflow with a three-level confirmation process, improving visibility and control. Digitized processes reduced paper use and supported sustainability goals. The new system also centralized document packages and provided insights for quality improvement.
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DocStar Enterprise Content Management (ECM) helped Masters Gallery Foods cut invoice approval time from a full day to one hour. The company used... DocStar to automate accounts payable, reduce errors, and improve document access. Intelligent data capture made records easy to find and process. The solution also reduced waste and supported green initiatives. Employees praised DocStar for its flexibility, ease of use, and strong customer support.
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DocStar Enterprise Content Management helped Gillette Pepsi centralize accounting for four companies. The solution integrated with Microsoft Dynamics GP and... replaced an outdated Laserfiche system. DocStar enabled paperless AP automation, cutting AP processing time by 25%. Staff can now approve invoices electronically and work on value-added projects. The system's flexible licensing and workflow features improved efficiency and cashflow.
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Nazdar used DocStar ECM to automate accounts payable and HR processes. The company eliminated over 40 years of paper files,... saving significant time and money. Staff now save more than 10 hours of work per week. HR onboarding and compliance improved with secure, searchable digital records. DocStar ECM helped Nazdar boost operational efficiency and protect employee privacy.
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DocStar helped Mohawk Fine Papers go paperless in accounting and HR. The company scanned 40,000 pages and integrated DocStar with... accounts payable and receivable. Staff saved time by finding documents faster and reduced manual filing. DocStar enabled secure, company-wide access to documents, improving efficiency. Mohawk expanded DocStar use to quality, warehouse, and HR, streamlining workflows across locations.
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DocStar helped G&F Industries go paperless and save space. The company eliminated ten filing cabinets and now stores over 7,500... documents electronically. Staff save time finding files and no longer need to add storage as the business grows. DocStar improved disaster recovery and data security. G&F Industries saves over $13,000 each year by reducing paper storage costs.
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Dexter Magnetic Technologies used DocStar ECM to cut document search and retrieval time from 10,000 to under 3,000 hours per year. This helped improve... on-time product delivery and reduced quality control bottlenecks. The company integrated DocStar with Epicor ERP for better workflow and planning. Employees can now find documents quickly from anywhere in the facility. The project cost less than $50,000 and supported Dexter’s rapid growth.
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Dexter Magnetic Technologies used DocStar Enterprise Content Management to cut document search and retrieval time from 10,000 to less than 3,000 hours per year. The company improved... on-time delivery and streamlined quality control by integrating DocStar with Epicor ERP. The solution cost less than $50,000 and enabled better business intelligence and planning. Employees now access documents quickly, boosting efficiency and accuracy. The system is easy to use and required little training.
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Epicor ECM AP Automation helped Applegreen process 5,000 invoices per month. Intelligent Data Capture eliminated 85% of manual keyboard entry.... The company cut AP headcount by 50%. Integration with ERP and ServiceNow improved productivity. Applegreen streamlined accounts payable and reduced warehouse storage needs. The solution supported growth across U.S. operations.
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DocStar Enterprise Content Management (ECM) helped Health Food Associates, Inc. process 4,000 invoices monthly across 16 retail stores. The solution... eliminated manual invoice handling and increased accounts payable accuracy and visibility. It reduced the time spent sending checks and payments by 25 percent. DocStar ECM provided electronic access to AP documents and automated invoice distribution among accounting staff. The company improved workflow and focused more on serving customers.
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DocStar Enterprise Content Management (ECM) helped Health Food Associates, Inc. automate accounts payable for 16 retail stores. The company processed... 4,000 invoices monthly and needed to reduce manual work. DocStar ECM eliminated paper handling, increased AP accuracy, and improved visibility. Invoice transaction times dropped, and check/payment processing time was cut by 25%. The solution enabled electronic invoice processing and real-time reporting, freeing staff for higher-value tasks.
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Applegreen used DocStar ECM and Epicor ECM AP Automation to digitize and automate accounts payable and store operations. The company eliminated... 85% of manual keyboard entry and reduced AP headcount by 50%. Processing throughput increased, and paperwork across store locations was virtually eliminated. Integration with ServiceNow and ERP systems streamlined invoice and maintenance workflows. Cloud-based automation enabled remote work and improved cash flow visibility.
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DocStar Enterprise Content Management helped New Hanover, PA manage rapid population growth and a surge in development projects. The township faced... space shortages and paper overload, making records hard to access. DocStar enabled digital document storage, fast retrieval, and integration with GIS and code enforcement systems. Staff now scan and code documents, improving efficiency and public access. The solution let New Hanover avoid costly building expansions and enhanced emergency management readiness.
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DocStar ECM helped Thornbury Township digitize records for a growing rural community. Staff scan and link building, planning, and zoning... documents to properties, making retrieval fast and easy. The system ties into GIS and saves time on tasks like permit and meeting minutes management. DocStar ECM reduced storage needs and eliminated off-site archiving costs. Local partner ImageNet provides fast support and ongoing training for staff.
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DocStar Enterprise Content Management helped New Hanover, PA manage rapid population growth and document overload. The township faced storage shortages... and needed better access to public records. DocStar enabled digital document management, linking records to GIS for fast retrieval. The solution improved efficiency, accuracy, and traceability for staff. Integration with other municipal software automated permit and code enforcement processes, saving time and streamlining operations.
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DocStar integrated with GIS software to help Chester County Conservation District manage 400,000 pages across 2,000 case files. Staff can now... find documents in under five minutes, down from three days. The map-based interface is easy for non-technical users. The solution cut costs by eliminating 600 sq. ft. of paper storage. The system supports compliance with new regulations and future audits.
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Allison Marine used DocStar ECM to digitize over 1 million documents, eliminating the need for paper filing. The company reduced... space and staffing needs by moving all accounting and financial records into the system. Over 300 users now access documents quickly from multiple locations. DocStar ECM improved invoice approval and delivery note processing, saving time and reducing costly mistakes. Audits are now faster and less disruptive, and the company plans to expand DocStar use to project management.
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Sterling Energy Company used DocStar ECM to improve productivity and reporting. Before DocStar, staff had to drive hours to the... office to input notes and approve deals. Now, sales teams access and update documents instantly from the field using tablets. Invoice approval time dropped from a full day to one hour. The company reduced the sale-to-payment cycle by 15 days and nearly eliminated invoicing errors.
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DocStar Enterprise Content Management (ECM) helped Sterling Energy Company improve productivity and reporting accuracy. The company used DocStar ECM to... access customer files from anywhere and automate workflows. Sales staff no longer drive hours to the office to input notes or get deals approved. The invoice approval process dropped from a full day to one hour. The time from sale to payment is now 15 days shorter.
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Epicor ECM (DocStar) helped Coast Counties Peterbilt double accounts payable productivity. The company reduced AP headcount by more than half... and cut data entry workload by 90%. Filing and retrieval time dropped by 90%, and copying, faxing, and emailing time fell by over 80%. The solution integrated with Karmak Fusion, centralizing AP and giving managers real-time visibility. Employees now focus on higher-value tasks, supporting company growth and efficiency.
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Epicor ECM AP Automation helped Overdrive Heavy Duty cut AP processing time by 50%. The solution eliminated 75% of manual... data entry and reduced the need for one full-time employee. Integration with Karmak Fusion enabled seamless document management and quick access to records. Overdrive now processes 20-50 invoices daily with improved accuracy and visibility. The system was implemented in under eight weeks, supporting business growth and cost savings.
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Epicor ECM (DocStar) and Epicor Intelligent Data Capture helped Coast Counties Peterbilt double AP productivity. The company cut AP headcount... by more than half and reduced data entry workload by 90%. AP volume rose 25% while the team shrank. Filing and retrieval time dropped 90%. Paper use fell by at least 80%. Integration with Karmak Fusion enabled seamless AP automation and faster invoice processing.
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DocStar helped West Kentucky Rural Electric Cooperative Corporation cut purchase order issuance time by 80%. The utility reduced paper usage,... saving $75,000, and avoided $250,000 in potential document loss. Annual savings reached $100,000 due to efficiency gains and cost reductions. DocStar automated workflows, improved document access, and enabled remote work. Invoice processing time dropped from 10 days to four, and manual data entry fell by 85%.
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Cleveland Utilities used DocStar Content Management and Intelligent Data Capture to automate paper-based financial processes. The company cut month-end check... runs by 50%. Staff now spend less time on manual tasks and more on higher-value work. DocStar enabled electronic check approvals and improved document retrieval. The finance team gained time for analysis and accuracy. Cleveland Utilities freed up 500 sq. ft. of space by going paperless.
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DocStar Business Forms helped Hallsdale Powell Utility District cut service application processing time in half. Customers now apply for water... and sewer services online, eliminating the need for office visits. The digital forms and workflow automation reduced manual data entry errors and paper waste. Customer service reps save time and work more efficiently. Real-time status reports give managers better oversight. The new system improved customer satisfaction and operational efficiency.
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Penn Foster used DocStar ECM to modernize document management and automate workflows. The new system enabled real-time access to student... records, improving customer service and reducing call times. HR and communications processes that once took weeks now take hours. The solution cut printing costs and freed up storage space. Enhanced security features protect sensitive student data and support compliance.
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DocStar helped Urbana School District #116 manage thousands of student and personnel records. Staff cleared out 35-40 file cabinets after... moving accounts payable and personnel files into DocStar. Now, 3,900 student records are managed digitally, making transcript retrieval fast and easy. Departments can access documents themselves, reducing phone calls and last-minute requests. The district now imports hundreds of thousands of documents, boosting productivity and reducing stress for educators.
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DocStar ECM helped RF-CUNY move from paper to digital document management. The organization imported about 1 million documents into DocStar,... improving search and access. Employees now store, retrieve, and share files more easily, boosting efficiency in HR, legal, payroll, and finance. Integration with in-house systems and web-based access reduced maintenance costs and eliminated paper bottlenecks. RF-CUNY plans to expand DocStar use for onboarding and legal workflows.
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Pine State Trading used DocStar AP Automation to transform its accounts payable process. Half of all invoices are now processed... touchlessly, improving visibility and validation. The company reduced AP staff from four to two and cut month-end closing from 10 days to 2. Automated workflows eliminated lost invoices and sped up approvals. Pine State achieved ROI in just 18 months and supported remote work during the pandemic.
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DocStar ECM helped Wolf Home Products automate document management and integrate with their ERP. The company processed 350,000 proof-of-delivery documents... yearly, serving over 3,000 dealers. After implementation, customer service calls shortened by five minutes per request, saving $10,000 annually. Employees and customers now access documents in hours instead of days. Misfiled and lost files are eliminated, boosting productivity and reliability.
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DocStar ECM helped Gillette Pepsi automate accounts payable and centralize accounting across four locations. The solution integrated with Microsoft Dynamics... GP, replacing manual invoice processing with electronic workflows. AP processing time dropped by 25%, and invoice turnaround improved by four to six days. Staff now handle 500 invoices monthly without paper, boosting efficiency and cashflow. DocStar Forms enabled custom digital documents and faster approvals.
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1st Security Bank of Washington used DocStar ECM to centralize document management and automate workflows. The bank now manages over... 5 million documents and supports 379 workflows. Forms and PackageWorks modules cut user access setup from 3 hours to 20 minutes. Automation improved efficiency, accuracy, and audit trails. The solution helped the bank scale operations and support remote work during the pandemic.
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DocStar helped Sawyer Savings Bank automate its loan approval process. The bank moved from paper-based to electronic loan processing. This... change cut loan processing time by nearly 30%. Staff now access loan files in seconds, not hours. Real-time analytics replaced daily meetings. The lending team responds to customers much faster.
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Wellmont Health System used DocStar ECM to manage contracts and accounts payable documents. Before, staff struggled with scattered paperwork and... crowded filing cabinets. After switching to DocStar, they scanned contracts for easy digital access and instant retrieval. Expiring contracts are now flagged, helping the team negotiate better prices. Accounts payable now scans all documents, freeing up office space and saving time. DocStar ECM improved efficiency, accuracy, and communication across departments.
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docSTAR Eclipse helped M*Modal, the largest clinical transcription service in the US, manage over 6,000 employee records. The company needed... a secure, efficient HR document management system after relocating offices. Eclipse enabled cloud-based access, eliminated 59 filing cabinets, and improved security with full redundancy. M*Modal saved $65,820 annually by reducing supply, labor, and employee costs. The solution also allowed remote access for virtual employees and delivered strong customer service.
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DocStar helped Medical Management Professionals move from paper to digital document management. Five offices installed DocStar imaging systems to scan... and store about 4,000 pages daily. Staff now find documents in seconds instead of days, improving client service and satisfaction. The company eliminated paper file cabinets and used the space for new client service staff. DocStar also supports HIPAA compliance with strong security and audit trails.
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R&E Billing used DocStar ECM to eliminate 26 filing cabinets and digitize document management. The company automated filing, reducing a... full-time task to just two hours a day. Staff now access documents instantly, improving customer service and accounts receivable accuracy. DocStar increased document security with password protection and redundancy. R&E Billing achieved a 26% ROI in the first year and reduced headcount by two as employees took on new roles.
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Controlled Products Systems Group used DocStar ECM and Epicor solutions to automate accounts payable and financial management. The company processes... 300 invoices daily and manages 500,000 documents in its digital repository. AP automation enabled 20-25% annual growth without adding staff. The system supports EDI, credit card, and sales tax processing across 35 branches. Employees can securely access documents remotely, improving auditability and efficiency.
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DocStar ECM and Epicor solutions helped Controlled Products Systems Group, Inc. automate accounts payable and financial management. The company converted... 500,000 documents to Epicor ECM and now manages AP, EDI, credit card, and sales tax processing across 35 branches. Automated AP processes enabled 20-25% annual growth without adding AP staff. The integrated platform improved efficiency, accuracy, and document traceability for this large wholesale distributor.
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DocStar AP Automation helped Pine State Trading automate accounts payable. Before, staff manually processed invoices, causing delays and lost documents.... With DocStar, half of all invoices are now processed touchlessly. The solution improved efficiency, reduced manual work, and increased visibility. Pine State Trading can now process more invoices for more vendors with fewer staff. The company eliminated lost invoices and delayed payments.
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DocStar ECM helped Ganek, Wright & Dobkin, a real estate law firm, manage large volumes of closing documents. The firm struggled... with paper-based processes and slow document retrieval. DocStar ECM provided an integrated document management system. The solution automated tasks and saved staff over 10 hours of work per week. It supported the firm's 10% annual growth targets and improved workflow efficiency.
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United Way of Greater Knoxville used DocStar ECM to manage thousands of donor and campaign documents. Before DocStar, staff struggled... with lost files, slow access, and high storage costs. DocStar ECM let them scan, store, and retrieve documents quickly. Staff now access donor and payment records in seconds. Storage costs dropped, and audit processes became easier. The team handles more transactions without hiring more people.
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Epicor Software Corporation used DocStar Enterprise Content Management to digitize and manage HR documents for nearly 3,900 employees across 30 countries. The solution replaced... paper files, saving over 10 hours of staff time per week and improving compliance with global data privacy rules. HR teams now access, retrieve, and share employee records faster and more securely. Integration with UltiPro ensures accurate indexing and data validation. The system enforces role-based security and streamlines document workflows worldwide.
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DocStar helped Collier Restaurant Group fix major workflow problems. Their old system crashed often and slowed down work. DocStar let... them scan, store, and find documents fast. The new system made invoice and payroll processing easier. Collier saved time and improved accuracy. The solution fit their business and grew with them.
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Tower Products, Inc. used DocStar ECM AP Automation to digitize and streamline accounts payable. The company integrated DocStar with Sage... 100 ERP to automate invoice processing and approvals. Invoice cycle times dropped from 7–8 days to 4–5 days. Invoice match rates improved by 15%–19%. Staff gained real-time visibility, mobile access, and better reporting for AP workflows.
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DocStar ECM helped Sweetwater Valley Title Company move from paper to digital records. Staff can now scan, store, and find... property documents quickly using keywords and templates. The system lets them email or fax large closing packages right from the server. They scan about 8,500 to 9,000 documents each month. Staff found it easier to find records and send documents to customers and lenders.
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DocStar Enterprise Content Management helped Boone Drug improve workflow and efficiency across HME, respiratory, HR, and accounts payable departments. Staff previously wasted... time searching for paper documents, leading to delays and lost paperwork. With DocStar ECM, Boone Drug integrated document management into multiple departments, saving time and money. The solution increased accuracy, efficiency, and traceability, and improved customer service by making records easy to find. Boone Drug found the system flexible and versatile, supporting their growth and compliance needs.
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DocStar ECM helped the Cleveland Indians digitize over 20,000 files, removing the need for large, inconvenient storage. The team now... scans all documents as they arrive, freeing up office space and improving access. Staff save thousands of dollars each month on paper, folders, and time spent searching for files. HR and accounting teams can quickly retrieve records for legal and medical needs. The Indians chose DocStar for its ease of use, security, and fast setup.
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