ADMIN Partners’ goal was met: they no longer have paper-based processes. 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. In fact, the company has completely eliminated their file room and donated approximately 14 large file cabinets to Habitat for Humanity. The company’s employees now have the tools they need to efficiently manage their own workflow and track procedures that are in process.
“Our work processes have gained so much transparency with DocuWare. It is miraculous how easy it is to see my staff’s workflow. At a glance, I can now know where documents are in the process. Whether a transaction has been Assigned, Pending, or Funded, this knowledge really helps us provide top-of-the-line customer service,” said Speeney-Johnson.
With DocuWare in place, ADMIN Partners is working toward obtaining an SSAE16 certification a regulation created by the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA) for defining and updating how service companies report on compliance controls and document security for sensitive financial information. Controls must be in use for 12 months before an organization can be audited and certified. This certification will give the company increased credibility and opens the door to serving larger clients.