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245 Case Studies
A DocuWare Case Study
J Ely Business Services, a Destin, Florida accounting firm supporting more than 60 restaurants, bars and other clients across about a dozen states, faced a slow, paper-heavy accounts payable process. Managers were spending hours delivering or mailing invoices, documents were easily lost or delayed, and outsourced indexing produced inconsistent quality and turnaround times, creating bottlenecks and poor visibility.
J Ely adopted DocuWare Cloud with Intelligent Indexing and automated workflows so clients upload invoices directly, invoices are auto-indexed, and tasks route for review, approval and payment. The result: real-time processing and faster customer service, stronger accountability, elimination of 12–15 file cabinets, about 150,000 documents stored, roughly 5,000 invoices processed per month, and capacity to onboard more clients and users while cutting space and printing costs.
Joe Ely
Financial Accountant