Case Study: ADMIN Partners achieves a virtually paperless, secure and efficient workflow with DocuWare

Planning for the Future with DocuWare

ADMIN Partners LLC, an independent third‑party retirement plan administrator in Cherry Hill, NJ, supports public education, government, non‑profit and religious organizations. The company struggled with complex paper‑based processes—staff manually logged and physically routed 100–300 documents daily—causing slow assignments, limited visibility into work status, and burdensome file‑room security controls.

ADMIN implemented DocuWare with an authorized partner to digitize all incoming mail, faxes, email and scans using an Excel “passport” that indexes and automates workflow routing; originals are shredded after verification. The solution eliminated the file room, sped up assignments, increased transparency and employee self‑management, strengthened document security, and put the firm on track for SSAE16 certification and expanded market opportunities.

ADMIN Partners

Matt Spina

Executive Vice President and Chief Operating Officer