Case Study: Non-Profit State Agency achieves increased efficiency and centralized document management with DocuPhase

Non-Profit State Agency - Customer Case Study

Non-Profit State Agency, a regional office serving older adults and citizens with disabilities across 16 counties, faced rising administrative and direct-service demands, unmanaged document workflows, and the need to scale without adding staff or costs. To address contract management, billing, invoicing, and quality assurance challenges, the agency selected DocuPhase and its Enterprise RPA/document management solution.

DocuPhase implemented and configured the solution within a week and trained staff, delivering centralized document storage, defined and standardized workflows, and secure web access for remote collaboration. As a result, DocuPhase produced immediate gains in staff efficiency and productivity, instant access to mission‑critical documents, improved collaboration, and a rapid, traceable ROI without increasing headcount.