On Point had narrowed its search to three vendors and in the end, chose to implement DocuWare Cloud because of its data security, flexibility and mobile-readiness. After indexing and workflow needs were designed and tested, the implementation was done remotely which is one of the many benefits a cloud solution provides.
“After our server crashed and we lost all the data in our old system, we went back to 1982 for a few months with me handing the project managers folders of invoices. Another reason we chose a cloud solution was because we knew it would be quick to get up and running and I was tired of living with piles of paper,” said Carmen Spruill, Office Manager for On Point Custom Homes.
Spruill continued, “We had great communication and lots of testing while our solution was being configured. This made the rollout very smooth. We had no hiccups, and when I did need some help, responses were quick.”
Invoices arrive by mail, email and the occasional one is hand-written and dropped at the office. With DocuWare Cloud in place, invoices and other supporting documentation are easily scanned or imported and indexed with the vendor name, invoice #, amount, project and QuickBooks code. Electronic stamps are used to route an invoice through the approval process.