Case Study: U.S. Equestrian Federation streamlines audits and document retrieval with TrinDocs

National Governing Body for Equestrian Sport Realizes Rapid Return with Document Management & Workflow Automation Solution

The U.S. Equestrian Federation needed a solution to manage a large volume of paper documents within its accounting department. Their challenges included inefficient storage, time-consuming retrieval of files for audits, and a manual process that consumed significant staff hours. They turned to vendor TrinDocs for a document management solution to address these issues.

TrinDocs implemented a system that integrated with the organization's existing Microsoft Dynamics GP software, using barcode technology to digitize and manage invoices and supporting documents. The solution from TrinDocs resulted in a drastic reduction in time spent on document retrieval, cutting the audit preparation process from 19 hours to almost nothing. The federation also significantly reduced its physical storage needs, moving from consuming one filing cabinet per year to just one storage box, and eliminated hours of weekly administrative work.

U.S. Equestrian Federation

David Harris

Controller