Case Study: Saffery Champness achieves secure, cloud-first document management and increased productivity with NetDocuments

Saffery Champness Uses Netdocuments to Support Its ‘cloud-first’ Strategy, Enabling Staff to Securely Manage, Discover and Share Files From Anywhere

Saffery Champness, a top-20 firm of chartered accountants handling thousands of confidential documents daily, faced productivity pain from siloed documents and overflowing email inboxes as teams used multiple line-of-business apps and Microsoft Exchange for storage. To support its cloud-first strategy the firm selected NetDocuments (The NetDocuments Organise Solution: DMS, ndSync, ndMail, OCR) to replace fragmented document workflows and centralise email and file management.

NetDocuments delivered a secure cloud platform rolled out in a six-month window, onboarded to over 800 users, and provided searchable matter files, saved searches and secure share links to reduce email traffic and speed document discovery. As a result, Saffery Champness improved collaboration, regained control of inboxes, strengthened GDPR-compliant data handling, and increased staff productivity and remote working flexibility.

Saffery Champness

Julie Berry

IT Partner