Case Study: Randy Shepard & Associates, Inc. achieves paperless, faster warranty-claims processing and 1-year ROI with DocuWare

Randy Shepard & Associates, Inc. - Customer Case Study

Randy Shepard & Associates (RS&A) is a New York–based warranty claims processor serving more than 165 dealerships nationwide that submit 800–1,300 claims daily. Faced with growing volume, slow paper-based workflows and difficulty locating past documents, RS&A needed a flexible, easy-to-use document management system that would integrate with its in-house IniTrack claims software and replicate its paper workflow.

RS&A implemented DocuWare as a tightly integrated backend archive so claims are indexed, annotated on a separate electronic layer and processed without leaving IniTrack. The change eliminated most paper handling and shipping, cut paper use from 2,400 to 100 reams annually, delivered ROI within one year from printing savings, sped claim submission to manufacturers (typically 24–48 hours), improved cash flow and customer service, and now manages more than 1 million documents across the company.

Randy Shepard & Associates, Inc.

Randy Shepard

Chief Financial Officer and MIS Manager