Planning for the Future with DocuWare
Initial Situation: Third-party retirement plan administrator, ADMIN Partners helps their clients manage retirement accounts, facilitate needed documents, process contributions and comply with IRS rules and regulations. The company was utilizing complex paper-based processes to route documents through their workflow. Their workflow was further hampered by the need to keep the file room under lock and key to meet client security regulations. ADMIN Partners needed a solution that could manage all their document types, was customizable, included robust security features, and could transform their paper-based process to a digital process.

Solution:
ADMIN Partners selected DocuWare because it fulfilled all of their requirements, and especially because it handles any type of document. DocuWare has transformed DocuWare ADMIN Partners’ business processes from paper-based to completely digital workflows, increasing efficiency and transparency while providing top notch customer service and improving document security. With received documents scanned into DocuWare, work can quickly be assigned, there is no longer a need to physically move paper around the office and constantly lock and unlock the file room. Securing their data electronically will allow the company to obtain an SSAE16 certification and better meet their existing clients’ security regulations, as well as open up new markets.

 
CMC Imaging a div of Com Microfilm
1181 N. Dirksen Pkwy
Springfield, IL 62702
217-525-5860
www.commicrofilm.com