Case Study: Leading Consulting Firm achieves a paperless office and 40% document management cost savings with Xerox DocuShare

Xerox helps a leading consulting firm meet its paperless office strategy while reducing document management costs

Leading Consulting Firm, a global valuation and advisory firm operating in Canada, the U.S. and over 20 other countries, needed to execute a “Go Digital” paperless strategy while relocating to smaller Canadian offices with less physical storage. Facing up to five business days for file retrieval and strict Canada Revenue Agency compliance, the firm engaged Xerox DocuShare to convert critical engagement files into secure, accessible digital records.

Xerox DocuShare used the Xerox Digital Hub’s digitization and records‑management services to inspect, scan, index and certify hard-copy documents as secure “certified true copies,” then securely destroyed the originals. The program processed over 75,000 documents, delivered a 40% reduction in document management costs, cut retrieval times by 80 (from up to five days to instant access), digitized 100% of engagement files into intelligent documents, and provided scalable, transaction‑based imaging with ISO-certified security and quality controls.