FileHold helped Taubman Ventures Management move 70,000 documents from Microsoft SharePoint to FileHold. Taubman needed a document management system that was easy to use, reliable, and had strong sup...port. FileHold met all their needs, including metadata management, version control, and integration with Microsoft Office. The migration took about three weeks and used FileHold's Automatic Document Importation tool. Taubman praised FileHold for a smooth migration and good support.
CASE STUDY a medium sized financial advisor company
FileHold Systems helped a medium sized financial advisor company manage large volumes of client documents. The company struggled with paper files, slow retrieval, and high labor costs. FileHold's doc...ument management software and QuickScan Pro automated scanning, classification, and filing. Agents used barcode separator sheets to tag and organize documents. The new system made documents easy to find and reduced time spent on manual filing.
CASE STUDY An organization conducting the commercial affairs of the harness racing industry in a part of Australia
FileHold document management software helped a small Australian harness racing organization go paperless. The group needed a fast, automated solution to manage documents and support a small staff. eI...D Solutions and FileHold deployed the system in under 2 days, with installation completed in less than 2 hours. The new system improved version control, automated contract workflows, and made information easier to find. Staff productivity increased as they spent less time searching for documents.
FileHold helped the Employment and Education Centre manage paper and electronic documents. EEC faced storage issues and lacked a tracking system for files. They inventoried and reorganized files, the...n scanned and stored two years of documents in FileHold. This freed up one-third of storage space. The system made it easy to find, track, and destroy files as needed. EEC now meets legal requirements for document retention.
CASE STUDY Vermont Housing and Conservation Board (VHCB)
FileHold helped the Vermont Housing and Conservation Board (VHCB) move from paper files to a cloud-based document management system. VHCB needed better record keeping, more access for staff, and less... paper. FileHold integrated with their project database and provided training. Bandwidth and outage issues with the State's internet made cloud access unreliable. FileHold supported VHCB in moving their system back on-premise. The transition included smooth upgrades and strong support from FileHold.
FileHold Document Management helped RAF Benevolent Fund move from paper to digital records. The charity needed to manage large archives and improve efficiency. FileHold made it easy to scan, store, a...nd find documents. The system links key business systems and supports secure information sharing. Staff can now find information quickly, saving hours of work. FileHold also helps with compliance and data protection.
CASE STUDY research department of a Fortune 100 company
FileHold consultants helped the research department of a Fortune 100 company go paperless. The team unified seven disconnected repositories into one secure, searchable system. They converted 40,000 p...aper documents to searchable PDFs and mapped metadata for consistent classification. The new system improved access to research materials worldwide and streamlined project workflows. All intellectual property is now centrally secured and easier to find.
FileHold document management software helped Edgefield County Hospital manage 15,000 insurance claim pages each year. ECH needed to speed up archiving and cut paper storage costs. FileHold, with EMC ...Captiva QuickScan Pro and Fujitsu scanners, automated scanning and filing. Now, batches of forms scan in under a minute. ECH reduced storage space by 67% and made insurance claims easy to find. The solution saved time, money, and improved efficiency.
CASE STUDY Guadalupe Regional Medical Center (GRMC)
FileHold Courier helped Guadalupe Regional Medical Center move from paper to digital invoice approvals. The accounting team faced lost invoices and slow approvals with their old process. With FileHol...d, managers get secure email links to approve invoices online. The system tracks every step and sends reminders, making approvals faster and easier. GRMC now stores all documents in one place, uses OCR for search, and keeps files secure and backed up.
FileHold helped Healing Touch Home Healthcare move from paper records to electronic document management. The system integrated with Allscripts, pulling patient data automatically and saving about 30 ...hours per week in data entry. The company reduced paper storage by 75%. Staff can now find patient information quickly and securely. FileHold allowed the business to scale and adapt to changing healthcare policies.
FileHold document and records management software helped Milestone Retirement Communities centralize millions of paper and electronic documents. The company needed secure, version-controlled storage ...and wanted to eliminate costly courier services. FileHold provided easy document scanning, strong security with 12 user permission levels, and integration with Active Directory. Milestone now manages documents for over 78 facilities, ensures compliance, and benefits from reduced training costs. The Enterprise version supports thousands of users and future growth.
FileHold document management software helped Sierra Wireless organize complex engineering documents. The company needed to centralize and control hundreds of pages of technical documents created by t...eams across different locations. After a pilot with 20 users, Sierra Wireless found FileHold easy to use and simple to implement. Flexible licensing and strong training led to company-wide adoption. FileHold improved document security and control for Sierra Wireless.
FileHold helped Oregon Transfer, a large logistics company, reduce paper use and save money. The company needed a central place to store and organize electronic documents. FileHold offered easy index...ing, searching, and a strong workflow system. Oregon Transfer now manages documents faster and more securely. The solution improved efficiency and made finding documents quick and simple.
CASE STUDY A vertically integrated transportation company in South Western Ontario
FileHold document management software helped a transportation company in South Western Ontario go paperless. The company faced delays and wasted time due to paper-based accounting and client document...s. FileHold enabled scanning, electronic filing, and full-text search of documents. The solution linked supporting documents to invoices and allowed remote access for executives. This improved efficiency and cash flow by speeding up billing and information retrieval.
FileHold document management software helped the Foursquare Church replace their old system and manage millions of documents. Staff can now search 74,000 electronic documents and millions of scanned ...pages in seconds. The solution enabled fast, full-text searches and easy access for users worldwide. FileHold's scanning tools let them digitize 50 pallets of paper, saving storage costs. The church now performs about 200 searches per day, making information retrieval quick and efficient.
CASE STUDY Military Child Education Coalition (MCEC®)
FileHold document management software helped Military Child Education Coalition (MCEC®) move from paper to digital files. MCEC® needed to save office space and make documents easy to find. FileHold’s... Watched Folder feature let them scan and store 50-200 documents daily. Now, staff can find files in seconds instead of hours. The office has more space, and documents are backed up for safety. MCEC® calls FileHold easy and user-friendly.
CASE STUDY St. Thomas Aquinas Roman Catholic Separate School Division (STAR Catholic Schools)
FileHold document management software helped STAR Catholic Schools solve storage problems from growing paper records. The division chose FileHold for its Microsoft integration, workflow features, and... easy setup. The finance department first used FileHold for accounts payable and receivable, then expanded to all schools. Audits became easier with secure web access for auditors. FileHold cut paper use and sped up approvals, reducing process times from weeks to days.
CASE STUDY General insurance services provider (name withheld)
FileHold document management software helped an insurance services agency solve file tracking and compliance issues. The company struggled with paper files and compliance changes from the Affordable ...Care Act. FileHold provided secure library access, ease of use, and integrated OCR. The underwriting, finance, customer service, and new business teams now use FileHold. Collaboration improved and staff can focus on higher quality work. The company scaled staff easily during busy seasons by training them on FileHold instead of old paper processes.
FileHold document management and workflow software helped PS Business Parks manage leases and contracts. The company needed to automate document storage, review, and approval, including electronic si...gnatures. They digitized legacy paper leases using FileHold's automatic document importation. New documents are processed through workflows, integrating Adobe Acrobat Sign for signatures. This solution streamlined document handling for leases and construction projects, reducing paper reliance and improving efficiency.
FileHold helped a park and planning agency manage nearly a century of physical records. The agency needed to replace an old archival system and improve access to hardcopy documents. FileHold imported... metadata for 5,500 microfilm records, making them searchable. The system automated shelf location management and integrated with Microsoft Active Directory. The agency saved time with automated retention and destruction features. Staff found FileHold easy to use and highly customizable.
CASE STUDY California Association of Highway Patrol
FileHold helped the California Association of Highway Patrol fix document management problems. The team had trouble with document organization, version control, and slow retrieval. FileHold gave them... a single place to store, find, and share files. Staff and board members now get documents quickly, which saves time and helps them work better together. The team saw better communication, more efficiency, and clearer workflows after using FileHold.
FileHold software helped the Central Coast Regional District organize electronic files and follow LGMA records management guidelines. CCRD needed a remote solution due to their rural location and lac...k of local IT support. FileHold and partner MicroCom provided remote installation, training, and ongoing support. The system now manages documents using LGMA classification and retention schedules. Staff report the installation was smooth and support is helpful as they move toward a paperless office.
FileHold document management system helped ISI Group, LLC meet US FDA 21 CFR part 11 compliance. ISI Group needed a system that was compliant, affordable, and easy to use. They evaluated 15 systems a...nd rejected most due to cost, usability, or lack of compliance. FileHold was selected for its balance of compliance and usability. The system now supports ISI Group's regulatory recordkeeping and document approval processes.
FileHold document management software helps Celestica manage HR records across global offices. The solution secures sensitive employee documents with strict permissions and audit trails. Celestica us...es FileHold to digitize records, support sustainability, and eliminate physical storage. The software improves efficiency and aligns with Celestica's strategic initiatives for data security and compliance.
FileHold document management software helped Premium Uniforms move from paper to electronic invoices. The company scanned and auto-tagged invoice documents using batch profiles and patch codes. Metad...ata like customer name and invoice number is now captured automatically. Employees can search invoices quickly by any metadata field. The system saves time, reduces errors, and makes finding documents easy. The implementation took two days and delivered a clear return on investment.
FileHold document management software helped a steel manufacturing company manage ISO 9001:2000 compliance. The company faced challenges with storing and retrieving large amounts of paper documents f...or audits and quality control. FileHold enabled the company to scan, classify, and store documents electronically, automating the process and reducing errors. The solution eliminated paper storage, saved time for end users, and improved document retrieval. The company can now share documents electronically with customers, improving service quality.
FileHold helped Always Pure Organics (APO) improve document management. APO needed better traceability and compliance for ISO and GMP standards. Their old system used spreadsheets and manual controls.... FileHold provided strong audit trails and automated approvals. This saved time and increased accuracy for APO as they grow in the CBD market.
FileHold document management software helped CAW Local 4209, a local of Canada’s largest private sector union, go paperless. The union faced space issues and trouble finding documents. They used File...Hold with their office scanner to digitize records like union dues and grievances. The new system let them search for documents quickly and securely. Staff reported big time savings and expect to remove 75% of their filing cabinets. The software was deployed in just a few days with short web training sessions.
