Case Study: Genesis Financial Solutions achieves rapid document access and a paperless office with Document Locator

Genesis Financial Solutions uses Document Locator to create a paperless office environment

Genesis Financial Solutions is a growing consumer financial services firm that manages large volumes of paper records—checks, loan agreements, titles and bankruptcy documents—filing more than 2,000 documents on a busy day. Relying on file cabinets and an off-site storage vendor (about $800/month) made retrieval slow and costly—onsite lookups took roughly 10 minutes and off-site requests could take days.

Genesis implemented Document Locator with desktop and high‑speed scanning, a solution that was quick to deploy and easy for staff to adopt. The company now stores new documents electronically and is back‑scanning off‑site files, enabling users to find records in seconds, reducing interdepartmental calls, eliminating off‑site storage costs and delivering a rapid ROI.

Genesis

Kevin Noall

IT Manager