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.