Case Study: Electronic Document Management and Workflow

A claims processing department identified an opportunity to increase the efficiency of their office and provide an improved service to their customers by removing paper from the process and reviewing the existing flow of work between teams. The project was the first implementation of its kind within the organisation.

The objective of the project was to implement an electronic document imaging and work flow system within a six month timescale and within a fixed budget of £200k . We reviewed the business requirements and documented them in detail.

Having generated tender documents we measured the subsequent proposals against the set of complex business requirements, a short list was drawn up and site visits and demonstrations made. A contract with the chosen supplier was negotiated.

We carried out detailed planning in conjunction with the supplier, the steering group and user group to ensure that the project was driven through the authorisation process in order to meet the timescales laid down.

End user acceptance of the system was critical to project success. We involved the users from the start, helped them fundamentally challenge their existing processes and ensured appropriate training and testing was completed.

The project closed within budget and time and is saving £72k per year, paying for itself well within the planned payback period. Customer service and response is much improved and the backlog of applications have been cleared.

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