Insurance Case Studies and Customer Success Stories with DocStar ECM

Adirondack Trust Insurance - Insurance

DocStar ECM helped Adirondack Trust Insurance improve operations. The company wanted to automate paper-heavy processes and boost efficiency. They used DocStar to scan, store, and retrieve documents q...uickly. Employees now find information in seconds instead of hours. The system increased accuracy, efficiency, and traceability. It also made customer service much faster.

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R&E Billing - Insurance

DocStar ECM helped R&E Billing move from paper-based to electronic document management. The company struggled with time-consuming manual filing and space issues from growing paper records. DocStar EC...M let them scan, manage, and distribute about 280 documents daily. This improved productivity, accuracy, and customer service. The solution saved time, reduced filing costs, and made it easy to find documents fast.

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Church Agency, Inc. - Insurance

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. Doc...Star 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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SDL Brokerage Inc. and Group Health Solutions Inc. - Insurance

DocStar ECM helped SDL Brokerage Inc. and Group Health Solutions Inc. solve storage and efficiency problems. The agencies reduced file cabinets from 33 to 13, with a goal of just two. They saved over... $3,000 in storage costs by scanning and shredding files. Staff can now find client information quickly without leaving their desks. The solution improved response time and customer service.

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The Tassey Group - Insurance

DocStar ECM helped The Tassey Group automate file search and retrieval. Before DocStar, staff managed large volumes of paper files by hand, slowing response times. With DocStar ECM, documents are sca...nned and stored electronically, making it easy to find information fast. The agency eliminated one clerical position and cut copying costs from 40,000 copies a year to almost nothing. Customer requests are now answered in minutes, improving service and efficiency.

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Pease-Kerr-Canfield Insurance - Insurance

DocStar document management software helped Pease-Kerr-Canfield Insurance reduce paper use and improve efficiency. The agency scanned about 30 documents a day and used barcode sheets for batch filing.... DocStar integrated with their AMS system, making document search fast and easy. Staff gained instant access to reports and records, saving time and reducing errors. The solution improved morale and productivity by cutting down on paper clutter and delays.

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Gem Young Insurance - Insurance

DocStar document management helped Gem Young Insurance handle large amounts of paperwork for nearly 6,000 personal lines accounts. The company used DocStar with Applied Systems TAM to make client inf...ormation easy to find at every workstation. Staff can now access documents with a mouse click, saving time and money. The system made it easier for service staff to help clients quickly. Gem Young plans to move to front-end scanning for even more workflow improvements.

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Clearwater Underwriters Inc. - Insurance

DocStar helped Clearwater Underwriters Inc. solve major paper problems. The company struggled with lost files and time-consuming mailing of insurance policies. DocStar made it easy to find documents ...and reduced the time spent on filing and mailing. The solution improved accuracy, efficiency, and traceability. Staff saved time and the business became more organized.

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Professional Insurance Alliance (PIA) of Georgia - Insurance

DocStar ECM helped the Professional Insurance Alliance of Georgia improve document management. The group needed better security, stability, and cost control for storing insurance documents. DocStar E...CM provided secure, flexible workflows and strong document integrity. The solution made it easier to add and retrieve documents, increased accuracy, and saved time on invoice approval and delivery note processing. Members benefited from streamlined processes and improved efficiency.

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Budar Group - Insurance

DocStar helped Budar Group, an Allstate Insurance agency, move from paper files to electronic document management. The agency handled thousands of documents each year and ran out of space for paper s...torage. DocStar made it easy for staff to scan, store, and find documents. The team quickly learned the system with just an hour of training. Now, they access documents fast, avoid lost files, and can email forms to customers. The switch saved time and improved efficiency for the small office.

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Research Triangle Park Insurance Agency - Insurance

DocStar ECM helped Research Triangle Park Insurance Agency improve efficiency and customer service. The agency moved from manual processes to electronic document management. DocStar integrated with t...heir management system, making it easy to add and retrieve documents. Staff found it simple and secure. The solution streamlined workflows and saved time, especially for invoice approval and document processing.

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Osawatomie Title - Insurance

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. Sh...e 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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Food & Beverages Case Studies and Customer Success Stories with DocStar ECM

BV Dairy - Food & Beverages

DocStar Enterprise Content Management and Epicor ERP helped BV Dairy automate tasks and manage documents. BV Dairy wanted to support 10% annual growth and needed better workflow and efficiency. The s...olution integrated ERP and document management, saving staff over 10 hours of work each week. The system improved accuracy, efficiency, and traceability. BV Dairy customized workflows and streamlined invoice approval and delivery note processing.

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The Hanor Family of Companies - Food & Beverages

DocStar Enterprise Content Management (ECM) helped The Hanor Family of Companies run faster and leaner. Hanor needed to quickly receive and route records for digital approval. DocStar ECM, with advan...ced workflow and Microsoft Dynamics GP integration, centralized invoice receipt and enabled instant searching and tracking. Hanor sped up invoice payment by 30 percent and reduced time spent on invoice processing. The solution improved accuracy, efficiency, and traceability across the company.

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Gillette Pepsi - Food & Beverages

DocStar Enterprise Content Management helped Gillette Pepsi centralize accounting for four companies. The company replaced an outdated Laserfiche system with DocStar, integrating it with Microsoft Dy...namics GP. DocStar enabled paperless AP automation, improving control and visibility. The solution increased efficiency, improved cashflow, and allowed invoice payments from anywhere. DocStar's flexible licensing made it cost effective for 54 users across four locations.

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Crescent Crown Distributing - Food & Beverages

DocStar AP Automation helped Crescent Crown Distributing automate accounts payable. Before, they processed invoices manually and had trouble tracking them. After using DocStar with Microsoft Dynamics... GP, they gained full visibility into invoices and checks. Workflow automation reduced errors and late fees dropped to almost zero. The company saves thousands of dollars each year and at least 250 hours of labor annually. The AP team found the system easy to use and saw a return on investment in under a year.

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Franklin Foods - Food & Beverages

DocStar Content Management and DocStar Intelligent Data Capture helped Franklin Foods move from paper-based to digital processes. The company automated accounts payable and credit memo workflows. Thi...s saved staff over 10 hours of work each week. The new system improved visibility, reduced errors, and supported sustainability by cutting paper and energy use. Franklin Foods now has a clear, three-level credit approval process and can focus on higher-value tasks.

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Masters Gallery Foods - Food & Beverages

DocStar Enterprise Content Management (ECM) helped Masters Gallery Foods automate their accounts payable process. Before DocStar, the AP team used paper folders, which caused lost invoices and errors.... With DocStar, invoice approval time dropped from a full day to one hour. The system reduced waste and improved collaboration. Employees can now access documents from any facility. The solution supports the company's green initiatives and growth.

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Manufacturing Case Studies and Customer Success Stories with DocStar ECM

Dexter Magnetic Technologies - Manufacturing

Epicor ECM (DocStar) helped Dexter Magnetic Technologies improve on-time delivery. The company struggled with slow document search and retrieval, which delayed shipments. With DocStar, Dexter cut doc...ument search time from 10,000 to less than 3,000 employee hours per year. The solution cost under $50,000. Dexter now has better accuracy, efficiency, and traceability in its processes.

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G&F Industries - Manufacturing

DocStar helped G&F Industries fix their paper storage problems. The company had too many paper files and wasted time finding documents. DocStar's document management system made it easy to store and ...find files. Staff now save time and work more efficiently. The system also protects documents from disasters like fire. G&F Industries improved accuracy and cut costs with DocStar.

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Mohawk Fine Papers - Manufacturing

DocStar document management helped Mohawk Fine Papers remove paper files and filing cabinets. The company used DocStar to scan and store documents for accounts payable and receivable. This improved a...ccuracy, efficiency, and traceability. Employees saved time, especially in invoice approval and document processing. Mohawk Fine Papers now manages documents for over 725 employees across multiple locations.

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Nazdar - Manufacturing

DocStar ECM helped Nazdar automate HR processes and go paperless. Nazdar had over 40 years of employee files and needed a system to manage legal and medical records. DocStar ECM enabled easy import a...nd indexing of legacy documents using barcoding. The solution reduced storage needs and improved compliance. Staff now save time and money by accessing files electronically instead of searching paper records.

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Oil & Energy Case Studies and Customer Success Stories with DocStar ECM

Allison Marine - Oil & Energy

DocStar ECM helped Allison Marine move from paper files to digital document management. The company scanned over 1 million documents and now has more than 300 users on the system. Employees can find ...invoices and documents quickly, saving time and space. The solution is easy to use, even for new staff. Allison Marine improved efficiency and reduced the need for extra storage and staff.

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Sterling Energy Company - Oil & Energy

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 automat...e 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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Sterling Energy Company - Oil & Energy

Sterling Energy Company used DocStar Enterprise Content Management (ECM) to improve productivity and reporting. The company needed to reduce invoicing errors and save time in both the office and the ...field. DocStar ECM, hosted in the cloud, enabled remote access to customer files and integrated with P2 Energy Excalibur. Sterling Energy reduced the invoice approval process from a full day to one hour and shortened the sale-to-payment cycle by 15 days. Sales staff now spend more time with clients and less time on paperwork.

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Utilities Case Studies and Customer Success Stories with DocStar ECM

Cleveland Utilities - Utilities

DocStar Content Management helped Cleveland Utilities move from paper-based to automated workflows. The company replaced manual, inefficient processes with digital solutions. Month-end check runs dro...pped by 50%. Staff freed up about 500 square feet of space. Employees now create purchase orders at the right time. The new system improved accuracy, efficiency, and resource allocation.

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Hallsdale Powell Utility District - Utilities

DocStar Content Management and Business Forms helped Hallsdale Powell Utility District move from paper-heavy, in-person service applications to a fully digital process. Customers can now apply for se...rvice online, cutting processing time in half. Staff save over 10 hours of work per week. The solution improved accuracy, reduced workload, and gave real-time status reports. Customers and staff both benefit from the new online system.

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West Kentucky Rural Electric Cooperative Corporation (WKRECC) - Utilities

DocStar Content Management and Intelligent Data Capture helped West Kentucky Rural Electric Cooperative Corporation modernize their document management. The company replaced slow, paper-based process...es and legacy systems. DocStar cut purchase order issuance time by 80%. Paper usage dropped, saving $75,000. The solution prevented an estimated $250,000 in potential document loss. Annual savings reached $100,000 from improved efficiency and cost reduction.

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Education Case Studies and Customer Success Stories with DocStar ECM

Urbana School District #116 - Education

DocStar helped Urbana School District #116 manage thousands of student and personnel records. The district used DocStar to clear out one room of file cabinets and plans to clear another soon. Staff c...an now find records quickly, improving service for students and the public. Departments access their own documents, reducing phone calls and last-minute requests. The district has imported hundreds of thousands of documents, boosting productivity and making information easy to retrieve.

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Penn Foster - Education

DocStar ECM helped Penn Foster improve document workflow and customer service. Penn Foster needed more than basic document storage. They wanted to automate workflows and make collaboration easier. Do...cStar ECM let them move, annotate, and track documents. The DocStar team created a new program to speed up document uploads, so Penn Foster had no down time. The system was first used in data processing, then in customer service. Agents now access student records faster and more easily.

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RF-CUNY (The Research Foundation of The City University of New York) - Education

DocStar ECM helped RF-CUNY move from paper to digital document management. The team needed to cut costs, improve efficiency, and reduce bottlenecks in HR, legal, payroll, and finance. DocStar provide...d a web-based solution that integrated with their systems and was easy for staff to learn. The new system reduced the need for physical storage and improved collaboration. Staff now work more efficiently and can handle documents faster.

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Government Administration Case Studies and Customer Success Stories with DocStar ECM

Chester County Conservation District - Government Administration

DocStar integrated with GIS software to help Chester County Conservation District manage records. The solution made it easy for staff to find documents using a map-based interface. Information retrie...val time dropped from three days to less than five minutes. Staff can now create reports in under half an hour instead of half a day. The system is simple for non-technical users and supports the district’s mission in land use and conservation.

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New Hanover, PA - Government Administration

DocStar helped New Hanover, PA manage rapid community growth. The town faced space issues from paper records and needed better access for public requests. DocStar's enterprise content management syst...em replaced paper storage and improved document retrieval. The ARMADA Portal let staff find property records quickly using mapping tools. The solution increased accuracy, efficiency, and traceability for the town's records.

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Thornbury Township - Government Administration

DocStar ECM helped Thornbury Township go digital. The township staff used DocStar ECM to scan and link building, planning, and zoning documents. This made it easy to find property records. The system... improved accuracy, efficiency, and traceability. Staff could handle more documents and save time. The solution let them adjust workflows as their needs changed.

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Banking Case Studies and Customer Success Stories with DocStar ECM

1st Security Bank of Washington - Banking

Epicor ECM (DocStar) helped 1st Security Bank of Washington centralize document management and automate workflows. The bank tripled in size and now manages over 5,000,000 documents. Workflow automati...on improved efficiency in loan processing and other manual tasks. Electronic forms sped up decision making for user access management. The solution increased accuracy, efficiency, and traceability for the bank.

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Sawyer Savings Bank - Banking

DocStar helped Sawyer Savings Bank move from paper-based to electronic loan processing. The bank used DocStar to automate loan approval and make loan files easy to access. ReportWorks analytics remov...ed the need for daily meetings about the loan pipeline. The new system cut loan processing time by nearly 30%. Staff can now find loan files in seconds, making the bank more responsive to customers.

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Retail Case Studies and Customer Success Stories with DocStar ECM

Applegreen - Retail

Epicor ECM AP Automation helped Applegreen automate accounts payable. The company now processes 5,000 invoices per month. Intelligent Data Capture eliminated up to 85% of manual keyboard entry. Proce...ssing throughput increased and headcount was reduced by 50%. Integration with ERP and ServiceNow improved productivity and reduced storage needs. Applegreen scaled operations and streamlined workflows across its U.S. business.

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Health Food Associates, Inc. - Retail

DocStar Enterprise Content Management (ECM) helped Health Food Associates, Inc. improve their accounts payable process. The company wanted to make AP more visible and easier for 16 retail stores. Doc...Star ECM removed manual invoice handling and made AP more accurate. The solution cut the time spent sending checks and payments by 25 percent. Staff can now see all AP work online, making the process faster and simpler.

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Construction Case Studies and Customer Success Stories with DocStar ECM

Wolf Home Products - Distribution

DocStar ECM helped Wolf Home Products fix slow, paper-based proof-of-delivery processes. The company needed to automate tasks and support 10% annual growth. DocStar ECM integrated with Wolf’s I-Buy o...rdering system, letting customers and staff find documents fast. The solution saved staff over 10 hours of work each week. Customer service improved, and requests were handled much faster.

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Non-Profit Organization Management Case Studies and Customer Success Stories with DocStar ECM

United Way of Greater Knoxville - Non Profit Organization Management

DocStar ECM helped United Way of Greater Knoxville manage documents better. The nonprofit had problems with paper files, lost documents, and slow workflows. Staff struggled to find donation records a...nd spent time on manual tasks. With DocStar ECM, they switched to electronic document management. This made it easier to find and store files. The team saved time and improved accuracy. They no longer needed off-site storage for old records.

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Computer Software Case Studies and Customer Success Stories with DocStar ECM

Epicor Software Corporation - Computer Software

Epicor Enterprise Content Management (DocStar) helped Epicor Software Corporation digitize and manage HR documents. The company needed better efficiency in storing, accessing, and retrieving employee... records, and improved compliance with global data privacy rules. DocStar provided secure, role-based access and streamlined compliance with country-specific retention guidelines. HR staff now access documents faster and spend more time on valuable tasks. The solution increased accuracy, efficiency, and traceability for HR document management.

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Hospital & Health Care Case Studies and Customer Success Stories with DocStar ECM

Wellmont Health System - Hospital & Health Care

DocStar ECM helped Wellmont Health System manage thousands of contracts and documents across thirteen hospitals. The accounts payable and contracts teams struggled with paper files and lost documents.... DocStar ECM digitized contracts, making them easy to find and track. Staff now access reports quickly and know when contracts need renewal. The system improved efficiency, accuracy, and communication across departments.

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Restaurants Case Studies and Customer Success Stories with DocStar ECM

Collier Restaurant Group - Restaurants

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 in...voice and payroll processing easier. Collier saved time and improved accuracy. The solution fit their business and grew with them.

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Health, Wellness and Fitness Case Studies and Customer Success Stories with DocStar ECM

Medical Management Professionals - Health, Wellness And Fitness

DocStar helped Medical Management Professionals move from paper-based filing to digital document management. The company needed to speed up information access and improve productivity for its offices.... DocStar let staff scan and retrieve documents in seconds instead of days. This saved many hours each week and freed up office space. Client service improved, and customer satisfaction increased. MMP now has some of the highest retention rates in its industry.

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Real Estate Case Studies and Customer Success Stories with DocStar ECM

Sweetwater Valley Title Company - Real Estate

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 the...m 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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Pharmaceuticals Case Studies and Customer Success Stories with DocStar ECM

Boone Drug - Pharmaceuticals

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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Sports Case Studies and Customer Success Stories with DocStar ECM

Cleveland Indians - Sports

DocStar ECM helped the Cleveland Indians solve space and efficiency problems with document management. The team scanned over 20,000 files, removing the need for large storage cabinets. DocStar ECM no...w manages all active files, letting staff scan documents as they arrive. The Indians save thousands of dollars each month on retrieval, paper, and file folder costs. The system also reduces time spent searching for files and improves workflow across departments.

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Other Industry Case Studies and Success Stories with DocStar ECM

Coast Counties Peterbilt - Trucking

Epicor ECM (DocStar) and Epicor Intelligent Data Capture helped Coast Counties Peterbilt automate accounts payable. The company replaced a paper-based AP system and reduced AP headcount by more than ...half. Data entry workload dropped by 90%. The team now processes over 3,000 invoices monthly, up from 2,500, with fewer errors and 80% less paper use. Filing and retrieval time fell by 90%, and suppliers are paid faster, boosting productivity and efficiency.

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Overdrive Heavy Duty - Trucking

Epicor ECM AP Automation helped Overdrive Heavy Duty modernize its accounts payable process. The company automated workflows and integrated with Karmak Fusion, reducing manual data entry by 75%. AP p...rocessing time was cut in half. Overdrive now processes 20-50 invoices daily with less headcount. The solution improved efficiency, reduced errors, and increased visibility into AP operations.

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Customer Success Stories of DocStar ECM

 

RV Resort Automation: From Spreadsheets to Smart Workflows

DocStar and Kamloops Office Systems partnered to automate operations at a Canadian RV resort, replacing manual processes with digital workflows. The collaboration involved using DocStar's ECM platfor...m and Google Calendar APIs to streamline insurance tracking and shared space booking, enhancing compliance and efficiency. This solution exemplifies the benefits of combining DocStar's automation capabilities with Kamloops' expertise in digital process design.

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