Case Study: MacLean Financial Group increases efficiency and cuts storage costs with Digitech Systems PaperVision Enterprise

MacLean Financial Group saves thousands annually with Digitech Systems

MacLean Financial Group, a financial advisory firm, faced significant challenges due to its reliance on manual document processes. These inefficient methods led to long response times, wasted staff productivity, and growing physical storage costs, which were negatively affecting their bottom line. To address this, they partnered with vendor Digitech Systems to implement the PaperVision Enterprise document management system.

Digitech Systems provided a solution using PaperVision WorkFlow to automatically route and process documents into their on-premise system. This implementation allowed MacLean Financial Group to completely eliminate physical storage, save thousands of dollars annually, and locate documents in minutes instead of hours. According to their president, the solution enabled them to trade administrative expenses for revenue-generating investments.

MacLean Financial Group