Accountancy
Breslins Accountants
Breslins is one of the Midland’s leading accountancy and consulting firms, with clients in the manufacturing, construction and IT sectors.
The Challenge
Breslins system for collating, viewing and distributing files was in need of improvement. A disproportionate amount of time and money was being spent on file co-ordination and the administration of multi-function devices.
In brief, Breslins had the following file administration challenges:
1) Reduce time spent on basic file administration tasks
2) Reduce reliance on hard copy filing system
3) Increase speed and usability of multi-function device for scanning, copying etc.
4) Tidy up shared server; create a system for consistent file and folder naming and saving
5) Ensure important files are saved to shared server from staff email inboxes
The Solution
After reviewing several solutions, including a number of document management systems, Breslins selected EliteSuite.
Paul Breslin, Managing Director of Breslins commented:
“We liked EliteSuite’s uniqueness. It helps us to get more from our existing software and hardware and rather than replacing what we already have, it unifies and enhances it”.
“We now have a much quicker process for file searching, viewing and emailing, increasing productive time across all our offices by several hours per week. Having the facility to view multiple files in one screen, without relying on thumbnails alone saves us a lot of time”.
“The rules-based system for folder and file naming and saving ensures staff know exactly how and where to save and retrieve important documentation”
“It’s helped us to get a better ROI from our multi-function devices by creating a central point for managing scanned and copied files. Uploading scanned documents into our CRM system now takes seconds rather than minutes”.
“Overall EliteSuite has reduced our file administration cycle, thus reducing our lead-to-sale time. Our staff are able to perform their roles more productively by spending significantly less time on menial file administration tasks, which improves the quality of service to our clients.”
