Invu’s project checklist in the news

Channelweb magazine picked up on Invu’s project whitepaper and checklist this week. Product and marketing director, Mark Palmer, is interviewed and gives an overview of the whitepaper and the thinking behind it. Entitled “Planning for success - the do’s and don’ts of planning your eDM project” the whitepaper is an agnostic look at how prospective content management and document management purchasers can avoid undue issues with expectations, unforeseen costs and end user acceptance. It’s based on experience, PRINCE2 project management principles and common sense.

Unlike many other whitepapers it doesn’t push a biased view of the marketplace – not surprisingly it’s getting a lot of hits, becoming Invu’s most downloaded whitepaper to date. The associated checklist is also gaining attention, hopefully as a precursor to adoption of a document management solution. Of course it doesn’t hurt if Invu sees a little more attention and sales interest.

The article is available at http://viewer.zmags.com/publication/f55b93b8#/f55b93b8/10

The whitepaper and checklist are available at http://www.invu.net/info/whitepapers.aspx

Invu power assists invoice processing for Willerby Holiday Homes

Manufacturer Willerby Holiday Homes uses Invu document management integrated with BP Logicx software to power assist invoice processing. Invoices are scanned and goods receipts processed whilst it records the back office ordering processes.

The software provides significant improvements in the internal communication, recording and documenting process, allowing Willerby Holiday Homes greater visibility and tighter controls of the just-in-time ordering process.

Howard Dawson, Integrated Systems Manager states “Our business is very much design orientated, with our homes being geared around the latest consumer trends. New bespoke models have to be designed and manufactured at a fast rate. Fast turnarounds generate a lot of paper-based transactions flowing through the business, such as drawings, design process documentation, and specifications. All of this needs to be captured for our customer service department which manages the post-installation phase of our homes.”

This success story can be read in full on our testimonials page on our website (latest on the right hand side) http://www.invu.net/testimonials.aspx

Willerby Holiday Homes implemented their Invu software with Invu reseller The Content Group

FA of Wales kicks the paper filing habit with Invu

Document management is relevant for all manner of organisations, including the Football Association of Wales. They implemented Invu Document Management in November 2009 to improve efficiencies and gain control of rising levels of documents. In particular,the competitions department creates high volumes of paperwork, dealing with all domestic football administration as well as annual audits for all registered clubs.

With the system bedded in, Andrew Howard, head of competitions, reflects: “We used to physically store documents for 18 clubs over the last seven years, which was an awful lot of paperwork. We no longer need the storage as all the documents are securely stored in Invu and are instantly accessible. This space can be used for other departments more effectively.”

The new software has enabled the governing body to scan all incoming documents into Invu such as club licensing documents, club information, correspondence and team sheets. The FA of Wales is required to keep control of and maintain a full audit trail of documents entering the organisation. The body is assessed annually by SGS, the global leader in inspection, verification, testing and certification services. Once documents are safely within Invu’s secure vault they can be routed between users, processed, classified and audited. In addition to streamlining day to day operations this also accelerates the annual inspection process.

“The search and retrieve capabilities of Invu are fantastic,” said Andrew. “It eradicates the issue of misfiling and it makes our jobs much easier. Simple search training provides instant access to the files within seconds and enabled us to regain the hour a week we used to waste searching for documents.” Andrew concluded: “Invu is really easy to use – it provided a return on investment in five months, and will potentially provide more benefits in the future. Our intention is to expand the use of Invu throughout the organisation, allowing us to shred all our documents and utilise the storage space much more effectively. This would be a great step forwards with our green credentials too.”

Colin Gallick, CEO of Invu, commented: “Invu augments the way in which our customers work. We have a number of customers in the sports sector, including Premiership and Championship clubs who see ongoing operational improvements and increased efficiencies.”

The full case study can be downloaded from the Invu website at http://www.invu.net/case-studies.aspx

Thanks to YourDMS for their help with this case study.

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Environmental benefits of Document Management

Green IT has published an Invu white paper on the environmental benefits of document management. In addition to the overriding business benefits, eDM also plays to the corporate environmental conscience. This white paper examines these twin benefits. It’s has been available on our website for several weeks now and it’s getting good attention with many downloads already.

Have a look on the Green IT website – more information is available on the Research pages at:

http://www.greenitmagazine.com/

ISO Auditors impressed with Invu Document Management

With an increasing paper mountain and a desire to reduce its carbon footprint and go green, Dixons Contractors chose Invu because of the direct and simple integration to Easybuild. Client service was dramatically improved as was the audit process for ISO 9000.

Julie O'Hagan Office Manager at Dixons Contractors commented, "The ISO auditors were impressed with the Invu Document Management system, knowing that all our documents were stored securely. Each one had an audit trail and they were all legally admissible. Everything was in order; they could find any document quickly and easily - because of this we passed with flying colours."

Download the full Dixons Contractors success story

Going green - does eDM work for the environmentally conscious?

UK business face an increasing volume of “good to be green” messages, many with related incentives or penalties. The UK Government has signalled its intentions by consolidating seven major programmes into a central Waste & Resources Action Programme. With effect from April 2010 WRAP will focus on four major priorities, one of these being Business Resource Efficiency.

Backing up the collective environmental conscience is a raft of alarming statistics and many of these are pertinent to the electronic document management (eDM) and Enterprise Content Management (ECM) space. Irrespective of the more high tech end of the ECM/ knowledge management arena, it is in the reduction of paper from operations where the fundamental environmental benefits are created. Paper remains the primary information source for a major proportion of businesses.

Organisations implementing green IT strategies must achieve effective ROIs. This document sets out to highlight how eDM/ECM applications sit in this context and whether eDM works for the environmentally conscious.

Download your copy of Going green - does eDM work for the environmentally conscious?

Document Management – is it safe to destroy originals?

There are undoubted advantages in adopting eDM but also perceived barriers to change. Paper documents and files are extremely vulnerable to loss and destruction but they are tangible and, if untampered, give absolute proof. This understandable comfort blanket effect will stop many businesses from grasping the eDM nettle or at least doing so whole-heartedly. “Destroying the physical evidence” feels unnatural so it’s important to know that the eDM you choose is not only a good software choice, but that the ensuing improvements to operational process will not put your organisation at risk.

If you’re considering a document management solution but are concerned what documents you should retain and what you can dispose of once stored securely in your repository, Invu’s new whitepaper titled Electronic Document Admissibility and Retention is worth a read.

Providing guidance on which key documents will need to be retained and best practice the whitepaper also contains updates on The Civil Evidence Act 1995 and BS 10008:2008 best practice.

Download your copy of Invu's Electronic Document Retention and Admissibility Whitepaper

Derwent Living recaptures a quarter of a year previously lost looking for invoices.

Derby-based Derwent Living Housing Association provides affordable living for a variety of lifestyles. The combination of 11,000 properties, increasing tenant numbers and a wide range of suppliers meant that existing manual processes were under strain. Derwent Living also faced a number of other practical issues like dwindling off-site storage and higher staff workloads. This was set against the inevitable background of a cost-control requirement.

Conservatively, Derwent’s finance department spent at least 30 minutes a day locating invoices for approval – an annual time loss of 12 ½ weeks looking for invoices, a cost of £26,000.

After a review of its key business systems, Derwent Living identified document management as a priority. The systems review pinpointed the need for instant access, secure storage documents and automation of an increasing number of manual processes.

Derwent Living selected Invu Document Management with Invu Workflow. Its scope and simple integration, notably with with QLX were seen as winning features. Following implementation, all documents are stored within Invu Document Management including invoices, training guides, release notes and employee timesheets. The benefits have been outstanding.

The Finance department has capitalised by implementing an automated invoice approval process. Richard Cookson, Head of Accounting and ICT explains, “Our finance department knows exactly where an invoice is in the chain and it’s now impossible for anyone to pass invoices above their authority. This saves time and we can be sure that during the audit process finance regulations will be adhered to.”

Richard has identified key operational, service level, compliance and security improvements, “We are no longer apprehensive of loss of organisational intelligence. Even in the event of a disaster we know our documents are protected.”

Plans for the future include increasing the licence numbers to ensure all staff have access to the software. The additional workflows is also under consideration for expense forms, overtime forms, new starter forms and house completion paperwork e.g. energy efficiency rating documents, gas certificates etc. Richard summarised “By incorporating these workflows, all documents will be available instantly via Invu.

No more searching through thousands of documents. This has certainly been a huge step forward for use – it’s hard to imagine how we dealt with a paper system.”

To download the full success story visit our testimonial page

Invu document management - a natural choice for IRIS users

Accountancy firms need to comply with the increasing amounts of document and record retention legislation. Mayes Business Partnership is no different. Having to retain client files for six years has created a paper overload and exhausted the available storage space for paper documents.

Storing all documents on site also created vulnerability in the event of a major disaster when all critical information would have been lost. A document management system was needed to mitigate this risk.

MBP researched the document management market to find a solution to suit its needs, Invu’s flexibility and user friendliness caught the eye. Managing Director, Anne Parkinson explained “Flexibility was a driver for our selection. We already used IRIS so it made sense to use Invu with the IRIS integration, rather than spend more time developing another DMS to it."

Benefits to the business include

• Reduced expenditure
• Improved client service
• Efficiency gains
• A step closer to environmental aspirations.

Read how Mayes achieved all this with Invu

Candis magazine 10 years on from implementing Invu: a quarter of a million pounds saved and an additional £100,000 pa revenue

Hoylake based publisher Newhall Publications Ltd has donated over £53million to charity through it's Candis Magazine and Club.

Since 2000 the business has used Invu to increase efficiencies, accelerate tasks and reduce costs within the organisation.

Invu has enabled Newhall Publications to save a quarter of a million pounds and generated an additional £100,000 pa revenue by reuilitising the unused storage space to house a new call centre operation.

To read the full story visit Newhall Publications case study

Thinking of EDM? Download our new checklist to aid your planning

Part of the planning for success whitepaper set, this document acts as a simple impartial checklist to aid preparation at any phase of your intended Document Management (eDM) or Content Management (ECM) project.

There are three main stages:

• Stage 1 – Before. This covers the pre-sales stage i.e. up until the software purchase decision is made.
• Stage 2 – During. This concentrates on the period between the purchase decision and your solution becoming operational.
• Stage 3 – After. This stage covers post deployment activity.

Further reading can be found in the planning for success whitepapers.

Download all of Invu's documents on our website

If you'd like more information, we'd love to hear from you. You can call us on 01604 859893 or email marketing@invu.net.

Document management becomes more of an intranet or knowledge base for smaller practices

Accountancy practice Bulcock and Co, based in Northwich, Cheshire, installed Invu to make the working life as easy as possible for all.

Rather than storing reference materials in a folder on the server, they store it in Invu for easy access. Mike Bulcock, Principal commented “We store technical information including Institute documents, articles, tips and tricks that can be shared, distributed by group Intrays or searched for by keyword and brought back instantly. Invu Document Management becomes more of an intranet or knowledge base for smaller practices.”

The processes of the practice have also been improved by Invu which is core to the way the practice works. It provides the practice with a complete client view and is much more accessible than searching in Outlook.

The time savings are also considerable. Tasks are much quicker and dual screen processing makes reviews so much easier than working with a pile of files. Mike continued “I can’t imagine how much time I’ve saved and the same is true of all my staff. Our day to day office life is so much easier with Invu. Administrative tasks are massively reduced so I don’t need an administration employee, saving me £15,000 a year. My employees have become more chargeable giving me a swift return on investment.”

Invu also has a positive environmental impact. Mike explained “All historical files are gradually being scanned, the paper shredded and re-cycled. We believe that this is contributing significantly to being environmentally friendly.”

To read the full case study click here

Stage 3 of "Planning for Success" Whitepaper now available!

If you've read stages 1 and 2 of our Planning for Success whitepaper you might be interested to know Stage 3, covering the easily neglected area of post-deployment activity, is now available.

With your solution operational, this is where the planning and investment of stages 1 & 2 should begin to reap rewards. This is the lengthiest of the stages and covers a series of distinct phases from the launch, through the bedding-in period to the genuine business adoption when it becomes embedded into everyday operations.

If you already have a document management system, download this guide to see if you're still on track to reap the rewards, or perhaps missing something that could increase your efficiencies even further.

Download the Planning for success Whitepaper Stage 3

Vote for Invu in the software satisfaction awards!

Voting has now opened for the Software Satisfaction Awards.

With nearly 20% of the votes, Invu Document Management was shortlisted in the 2009 Software Satisfaction Awards paperless office category. Invu has entered the 2010 awards – let’s see if we can do better.

We continue to listen to our customers to improve the products and we need your help to ensure that Invu gets the recognition it deserves.

If you are an Invu customer you can vote online. It only takes a minute of your time, here's the link.

http://tinyurl.com/2wenelu

Voting opens on the 24th May and closes at 5.00pm on Tuesday 14th July 2010.

If you would like further information about the awards visit the website.

36% of organisations have no ownership of document and records management at senior level

The latest AIIM state of the ECM Industry 2010 report suggests that 36% of organisations do not have a board-level executive specifically tasked with document and records management, including 10% who have no one at all tasked with this.

Read Invu's document management success stories here of those organisations who consider document and records management essential.

You can email us or call us now for a quote on 01604 859893.

Download the full report here

New Invu for SharePoint Product Launched

Invu PLC, announces the availability of Invu for SharePoint. Invu for SharePoint is a new addition to the Invu product set and is targeted at businesses utilising SharePoint. It builds on the existing Invu Document Management product and integrates with both Microsoft SharePoint 2007 and the new SharePoint 2010 editions.

Invu Document Management provides a secure and auditable document management capability. It addresses the management issues many businesses face when dealing with high volumes of content, especially if trapped within paper documentation. Gaining a 360° view of, say, a project, a client's affairs or supplier's history becomes possible with Invu Document Management when documents are no longer silo-ed and held in physical files.

SharePoint delivers as the de facto collaboration platform of choice for increasingly large numbers of businesses.

Invu for SharePoint brings Invu's capture, management and discovery capabilities together with SharePoint collaboration for wider business visibility and corporate awareness.

Invu for SharePoint forms an important step in Invu's SharePoint product strategy and will be developed in line with market appetite.

Colin Gallick, Invu CEO, commented "As we have engaged increasingly with mid market prospects and customers we've listened to what they have told us and created Invu for SharePoint. With SharePoint adoption growing strongly, the addition of this product to our portfolio presents an exciting opportunity for Invu. We look forward to delivering more with SharePoint as we develop products to fit the needs of mid market businesses."

Download the Invu for SharePoint product sheet here

Invu and IRIS join forces for accountancy market

Invu PLC announces a new white-label agreement with IRIS, the UK’s largest private software house. Under the agreement IRIS will sell Invu’s document management product to the UK accountants market as an integrated offering under the IRIS brand.

With 30 years experience, IRIS business critical software and services power the UK accountancy sector - over 14,000 UK accountancy firms rely on IRIS everyday to run their practice. IRIS offers customers the greatest choice of specialist accountancy software and services managed under three leading brands - IRIS, PTP and Drummohr. With greater than 95% customer retention and 40% of the top 50, IRIS strives to not only deliver great solutions but also provide an exceptional customer service experience.

Colin Gallick, Invu’s CEO commented “The selection of Invu as the IRIS Accountancy Division’s document management partner of choice is a welcome endorsement of the Invu business and products. This partnership is a great fit for Invu. Over 500 accountancy practices have already enjoyed the benefits of using Invu Document Management. Invu has an excellent pedigree with accountants, working closely with IRIS will strengthen this. We look forward to continued and successful growth in this key market.”

“I am delighted to offer our customers the leading document management solution for UK Accountancy firms, integrated with their IRIS Practice Suite, under the IRIS brand. We believe that the combination of IRIS with Invu for Accountants will deliver significant incremental business benefit for each of them. This is a further example of the innovation our customers have come to expect from IRIS in recent times.” Phill Robinson, MD, IRIS Accountancy Practice Solutions.

Invu 6.2c now available

We are pleased to announce the release of 6.2c for both Partners and end users.

This version contains:
· Document Tracking
· Improvements to searching
· Administration – Improvements to usability
· Grouping for Audit log results
· New Barcode separator sheet

For more information please contact your reseller

Logicx increase their customer response times with Invu document management

Logicx, established in 2003, are the largest provider of replacement car rentals, breakdown and accident recovery and towing capability in Holland. They provide logistical services to garages, vehicle rental companies, insurance companies, lease holders and car importers -seven days a week, 24 hours a day.

Logicx have a large variety of documents they produce and use on a daily basis, such as purchase documents, rental agreements, sales invoices, claim forms and copies of identification documents. Annually this amounts to many thousands. Logicx are often providing a service to customers in an emergency situation so it is critical that their business processes are working to their optimum. Logicx needed to find a solution both for the storage and retrieval of documents and a system that would provide workflow management.

After a thorough investigation of both the standard functionality and cost, Logicx chose Invu as the solution to their document management issues. Logicx bought 80 licences of Invu, so that all offices could use the software. Invu runs on the ‘thin-client’ in Citrix and the database is held on a central server. The workflows were very simple to install and complete implementation took only 12 days.

All incoming paper documents, approximately 300,000 each year, are now scanned in with a Panasonic colour scanner. Project Manager, Robert Feenstra commented “The most important reason for our choice is the fact that Invu offers a solution for both our paper archive and our automated workflow all from the same standard package.”

“Although we save valuable time with Invu, invoice authorisation has been reduced from one week to literally seconds, we have also found it increases our response rate to our customers giving them a much better service.”

Read the full document management story

Stage 2 of "Planning for Success" whitepaper now available!

If you've read Stage 1 of our whitepaper "Planning for Success- The do's and don'ts of implementing a document management project", focusing on the pre-sales stage, you'll be pleased to know Stage 2 is now available to download from our website.

Once you've made your choice, there will be key preparation work necessary. If choosing the right solution is important, this is just as critical since it will be putting the flesh on the bones of your new system and configuring it to suit the way that you work, or the way that you want to work.

To read the whitepaper download your copy here.

Stage 3 covering the easily neglected area of post-deployment activity will be available shortly.

Vestra Wealth LLP expands its use of Invu

Vestra Wealth, an Invu customer expands its use of Invu, to ensure it remains one step ahead of compliance requests.

Established in 2007, Vestra Wealth offers financial planning, stockbroking and private banking in an environment that allows investment managers to work collaboratively, without paper.

Technology is key to Vestra's success. Invu was chosen due to its advanced character recognition, user friendliness and flexible indexing and re-indexing capabilities. Invu is integrated with Figaro allowing fund managers to know everything about a client on one screen.

During the past two years Vestra has increased and broadened its take up of Invu products and modules and now have a total of 108 users in the company. Invu captures client paperwork, incoming and outgoing email communications, and is now successfully being used in both the HR and Accountants departments integrating with Sage.

Peter Brooker, Head of Planning and Development explained "The regulators aregetting more demanding but with Invu's capabilities we know that we will always be one step ahead on retaining information. We have the information at our fingertips, allowing us to respond immediately to any compliance issues."

Colin Gallick, Invu's CEO commented "Vestra Wealth is a prime example of how Invu can maximise efficiencies in day to day working practices, even in an industry where compliance is exceptionally rigorous."

Download the Vestra Wealth Sucess story

Invu welcomes new Partner Pillar Solutions

Invu welcomes new Partner Pillar Solutions, one of the leading European distributors of advanced Windows based software tools.

With over 16 years experience, Pillar solutions provide best-of-breed solutions to more than 500 customers, including many Fortune 500 companies and various Government agencies.

Colin Gallick, Invu’s CEO commented “We are pleased to be working with a company with a good solid customer base, backed by proactive marketing. It’s a very encouraging sign for both parties.”

“We look forward to working closely with Invu to further extend their success in the European market.” Victor Dennis MD Pillar Solutions

New Whitepaper - Planning For Success

Now available to download from the website Invu's new whitepaper, "Planning for Success- Stage 1."

This paper is the first in a series of three covering the implementation of a new Document Management (eDM) or Content Management (ECM) system. Its purpose is to set out a series of checks and actions.

Stage 1 relates to the pre-sales stage i.e. up until the software purchase decision is made. It highlights the key elements you should be aware of in your search for the solution which is right for your organisation

Download your copy here

Latest issue of InsideVu now available

As always InsideVu contains key information to help you use Invu more effectively in your business.

Following last year’s product forums, customers highlighted a need for a simple document tracking function within the product - and with this available soon we include an overview in this edition.

We’ve also included a new best practice feature to show how other customers are using Invu to best effect, as well as a snapshot of the new v6.2c update, and our popular hints and tips feature.

You can view the newsletter here

Invu establishes alliance with Objectif Lune to launch new content automation technology

Invu now offers Invu Content Automation, after establishing alliance with Objectif Lune. PlanetPress Suite will be added to Invu’s product portfolio, providing customers with direct access to trans-promotional and transactional applications.

Trans-promotional activity is proven to enhance customer growth, retention and service levels, and every document sent to a customer is an opportunity for new business. The new offering, Invu Content Automation, will provides an easy way for businesses to create or enrich variable content documents of any type from Invu’s document management repository. Invu Content Automation also accelerates distribution, speeds up payment processes and even reduces postal costs.

Invu Content Automation will allow customers to import existing business documents created with any Windows application and to interpret their content intelligently for repurposing and enrichment. Data can be mapped onto a template document, and efficiencies are increased with workflow by routing documents for printing, emailing or indexing and archiving into Invu.

Invu's new capture technology now available

Invu has joined forces with ABBYY, a data and document capture specialist, to expand the functionality of its Invu for Business product offering.

The new function called Invu Capture is based on FlexiCapture 9.0 ABBYY's newest data and document capture solution. It allows businesses to scan and capture information from paper as it enters the premises, accurately reading any type of document in handwritten forms, bank statements, invoices and contracts in any language or currency.

Invu Capture streamlines many business-critical processes by automatically populating back office systems and electronic document repositories. Incorporating FlexiCapture's capabilities, it works independently in the background to ensure that other tasks are unaffected, and can be used anywhere from a single desktop to distributed multi-site enterprise environments.

More information about Invu Capture can be found here.

Using Document Management to save money

The right IT can help small businesses go green and save money, writes Colin Gallick, CEO of Invu

The paperless office is a phrase which is bandied about as businesses increasingly focus on sustainability and carbon footprint. But reducing reliance on paperwork can seem like a daunting task at the outset.

It is, however, well worth the small amount of effort it takes to cut down on paper filing, and not only because of the environmental impact - the cost is actually much higher than one might think. According to a YouGov survey, UK SMEs collectively waste £42 million each day trying to locate information, and an SME will spend an average of £11,000 each year dealing with the effects of traditional filing.

Read the full article here

How do you reduce costs by 80%?

Established in 1989, Floyd Automatic Tooling Ltd is a family run business, supplying the turned parts manufacturing industry with consumable tooling.

The heavy burden of having to keep documentation on file for seven years was taking its toll on the amount of office space available. A mezzanine was dedicated to filing and information retrieved was increasingly slow. This costly exercise could only escalate as the volume of paper documents rose.

In addition, the prospect of HMRC audit loomed large. Floyd Automatic is required to retain input materials paperwork for its European suppliers and it must also be in a position to make these readily available to HMRC. With resources critical, this situation was simply not tenable.

Speed and ease of information retrieval were driving factors behind the decision to choose Invu as their document management solution.

Terry Smith, IT Manager explained
"An 80% saving in printer toner, paper and postage is a tremendous cost
saving for a company of our size."

To find out how they saved 80% download the full case study here.

How do SMEs manage the paper trail?

In this months edition of Staffordshire In Business magazine, Colin Gallick CEO of Invu explains how SMEs often don't have a strategy for document management. "In the early stages this is fine, but it can create problems as businesses grow and the volume of information increases."

Read the whole article to find out how one small business in Staffordshire reduced their administrative overheads by 20% with Invu document management.

View the article http://www.staffsmedia.com/business/

Business Efficiency Survey Prize Draw Winner

Thanks to all of you who took part in our Business Efficiency Survey.

Its purpose was to gain an insight into general themes affecting business efficiency and what steps organisations are taking to improve matters. With SharePoint 2010 due for release this summer, the research also took a snapshop of what this means to businesses.

The winner of the prize draw was James Garrington, Senior IT Project Manager at West Mercia Housing Group. Congratulations! £100 of TicketMaster vouchers on its way James!

The results of the survey will be published shortly.

If you'd like to take keep track of whats happening at Invu, the document management industry or take part in any future research why not follow us on Twitter @InvuECM

Invoice approval is a simple click of the mouse

Cullum Detuners Ltd chose Invu for Business to accelerate their invoice approval process using Invu workflow across the world.

CDL designs, develops, manufactures and installs jet engine test cell facilities and gas turbine acoustic enclosures for aircraft carriers, oil rigs and submarines throughout the world.

The majority of manufacture takes place at their plant in Derbyshire with some elements sub-contracted to companies in China, America and the Czech Republic. Clients include Rolls Royce, Amec and Alstom Power Inc.

Most of the work is project based, involving the management of many complex, technical installations. Input is required from all parts of the company, generating huge amounts of documentation. Tender documents, project plans and design specications undergo change control and are often revised during the course of a project.

They also integrate to their ERP system, Syteline, raising purchase orders in Syteline to be automatically indexed into Invu. This means that the procurement department raise purchase
orders in Syteline which are then automatically indexed into Invu.

Tony Dow, IT Manager at Cullum Detuners Ltd explains "It has been a big success. Invoice approval is now just a simple click of the mouse, much quicker and easier than signing!"

Read the full case study here.

Fancy catching a show?

We’d like you to help us understand more about the business issues you face so that we can deliver the right solutions to market. For 5-10 minutes of your time you could win £100 of TicketMaster vouchers.

We’d like to hear about the day-to-day issues you face and which impact on your efficiency. Gaining insight into what affects you helps us to invest in solutions which work for you.

Simply go to http://tinyurl.com/yeqvhq6 to enter. Thanks for your help and good luck!

New whitepaper for accountants - The potential impact of document management on your practice

Practices face a veritable avalanche of documents and information: correspondence, emails, reports, spreadsheets and official forms often in conjunction with weighty individual client files.

Compounding the administrative burden is the importance of this information, reinforced by heavy regulatory obligations and scrutiny.

Against this background, the case for document and content management is an obvious fit.
But what issues will it solve or new opportunities be opened up by adoption of this technology?

This whitepaper explores these whilst also taking a look at how to avoid any pitfalls which might negatively impact your chargeability if you decide that document management is right for your practice.

New Invu Product Sheets

Expanding out from our core eDM proposition we now service both SMEs and mid market firms.

Invu is focused on maximising efficiencies in day to day working practices. It does so by automating business practices, from content capture, to simple task routing, to full process management through to content transformation. Invu is proven to be effective in many markets with clear ROIs based on saving time, costs and space.

Importantly, there are also less tangible benefits to be considered such as enhanced communications, retaining knowledge in the business, standardising processes and ensuring SLAs are met.

This month we have issued new product sheets to reflect a series of brand changes and updates to the product set.

Download the product sheets.

Considering document management (eDM)?

If you're considering document management or eDM as its known download our new whitepaper "Food for thought - document management software considerations for SMEs."

The document aims to give you an overview of the key selection criteria you’ll need to consider when you decide to bring a document management or content management system into your organisation.

http://tinyurl.com/yaww7y3

Changes to Invu branding

You may have noticed small changes to the Invu branding in recent weeks. Since Invu was founded in 1997, Invu and its Partners have focused on the delivery of electronic document management (eDM) to UK businesses. Expanding out from its core eDM proposition Invu has grown from servicing SMEs into more mid market firms with workflow and office automation additions to the product set. The core eDM product is now available in a number of flavours for separate markets. Invu to Go, Invu for Business, Invu for Accountants and Invu for SharePoint.

Full information on these products can now be downloaded from our website. You can also download product sheets for individual modules and add ins including Invu Workflow, Invu Link, Invu Email Capture, and Invu Print Capture.

If you’d like to keep up to date with Invu you can now follow us on twitter (InvuECM)

We now regularly release whitepapers on topical subjects which can also be downloaded from our website.

Over the course of the next few weeks there may be some brand disjoints, notably on the website – we will endeavour to keep these to a minimum. If you have any queries please give us a call on 01604 859893.