Success Stories
Britannia
Development Inc.
The story
Britannia Development Inc. are a nationwide property preservation company from Minneapolis with over 35 years of combined REO and construction experience, offering comprehensive services in the USA.
"The adoption of the new Document Management System has allowed Britannia to reduce operating costs and significantly improve its ability to scale."
Introduction
Britannia relied heavily on multiple forms that were accessed by a variety of departments and individuals throughout the organisation.
Each form served a purpose and was an integral part of an overall lifecycle.
For example, incoming purchase order documents would be routed to accounts for processing and through that process, the document would follow a particular workflow throughout its life.
The Challenge
Britannia typically used email as a repository for incoming forms and as a solution to route documents to various departments for processing.
This manual process depended on people making document routing decisions independently and lacked consistency in delivery.
Awareness for the status of a document within in its lifecycle was difficult to understand and the absence of a robust system resulted in documents being mislaid.
“Due to the framework built system, the business users can autonomously adapt and evolve their processes to meet the future needs and objectives of the organisation.”
The Solution
Due to the nature of the pre-defined document types (i.e. invoices, purchase orders, request for services etc), an automated workflow was proposed.
Velocity IT developed an automated routing system, via a K2 workflow process that manages the lifecycle of multiple document types and presented the following benefits:
- An incoming document can automatically be routed to the workflow process responsible for its routing and management.
- Incoming documents can easily be identified and routed to the correct department for processing.
- The system enables employees to capture worklists and receive tasks pursuant to the state of the document in the lifecycle process.
- Significantly reduced processing time of documents.
- Reduced cost associated with documents going missing.
- Ease of access to change workflow processes in line with amendments to company policy and the addition of new documents.
- Presented a dashboard suite to indicate the volume and location of business documents and how quickly teams process transactions.
The Outcome
The adoption of the new Document Management System has allowed the business to reduce operating costs and significantly improve its ability to scale.
Due to the framework built system, the business users can autonomously adapt and evolve their processes to meet the future needs and objectives of the organisation.
Want to see more?
As a UK Managed Service Provider, learn how we've helped our customers with reliable, trustworthy, and responsive IT managed services.Discover our solutions and services
Our portfolio encompasses end user solutions, Azure cloud technology, Microsoft business applications, and digital business platforms.
For businesses looking to develop a modern workplace, our cloud technologies help business achieve effective collaboration through cloud-based software, such as Teams, SharePoint, and Viva. We help businesses transition from legacy server solutions to Microsoft Azure.
To add greater value to our core business solutions, we provide digital platforms such as document management, case management, project management, and intranet solutions.
Our professional services team ensure our managed services run like clockwork, through professional onboarding experiences, and they are the reason Core is a Microsoft Gold Partner with more than ten specialisations.
We are extremely proud of our professional services team, who maintain multiple Microsoft accreditations providing our customers with specialist, hard-to-find skills, and delighting our customers every single day.
From individual project work, and technology enablement, through to Core's very own Smart Services, we never fail to deliver.
Core’s IT Managed Services have been carefully developed to provide specialist extensions of our customers' internal IT teams.
With our Managed Service Desk providing first line support to end users, customers benefit from SLA-backed expertise to ensure productivity remains high.
Underpinning our Managed Service Desk, we offer managed services to cover every aspect of business IT environments, from Managed End User Compute, Managed 365, and Managed Security, through to Managed Infrastructure services to cover physical and cloud assets.
Let's talk
For more information about Core or to discuss your project, contact our friendly experts today.