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Greenbush Financial Group – Taking the Worry Out of Paperwork

2020-07-16T16:18:56+00:00Case Studies|

  Greenbush Financial Group (GFG)  is an independent registered investment advisory firm providing clients with financial planning, investment management, 401(k), and Medicare services. GFG manages over $280 million dollars in client assets and has clients located in 22 states. THE CHALLENGE Figuring out how to do more with less. Most investment firms employ six to eight people to manage the

Conquering the Document Retention Challenge

Managing Document Retention in Professional Services After a rewarding 35-year career as a psychotherapist specializing in individual, marriage and family therapy, Mark Hillman, Ph.D. decided to close his private practice. Today, Dr. Hillman remains energetic and continues his successful personal and executive coaching, corporate training, and organizational development consultancy. The Challenge Even though the psychotherapy practice was no longer active,

Souders Underwriting Group – Helping Protect Professionals with Excess and Surplus Coverage Options

2020-07-13T15:47:35+00:00Case Studies|

Souders Underwriting Group is an independent insurance brokerage who finds ways to protect professionals when others refuse. Working with select agents and carriers Souders places professional liability and traditional excess & surplus products in defying situations. THE CHALLENGE Managing paperwork and placing new business efficiently without errors Souders represents many agents and carriers. Submitting, sifting through, and presenting the numerous

Managing Sensitive HR Files in Growing Pediatric Dentistry

2020-03-27T19:47:45+00:00Case Studies, Document Management|

The Smile Lodge provides direct access to the region’s top Pediatric Dental Professionals. With a focus on infants, children, and teens in Clifton Park and surrounding areas, The Smile Lodge serves over 45,000 patients. What separates The Smile Lodge from other dentistries is its commitment to providing excellent care in a warm and relaxed setting, where every parent and child

Buhrman Design Group – Landscapes of Distinction – Business Paperwork

2020-09-21T21:26:23+00:00Case Studies|

  Buhrman Design Group provides expert advice and services from its team of landscape architects, horticulturists, botanists, arborists, aquatic plant specialists and landscape installation professionals. Each landscape reflects the customer’s lifestyle and effortlessly blends into their natural surroundings. From the initial on-site design meeting, where the customer’s vision is shared and understood, to the final walk-through, each experience with Buhrman

Alpin Haus – Managing Accounts Payable documents

2020-09-21T21:32:43+00:00Case Studies|

  Over the course of five decades, Alpin Haus grew into an outdoor recreation powerhouse. There are now five strategic store locations operating out of Amsterdam, Port Jervis, Saratoga, and Clifton Park, NY — each featuring a full-line of RVs, snowmobiles, skis, boats, pools, and spas. The Challenge Keeping up with the volume of incoming Accounts Payable documents Alpin Haus

NYS Office of Mental Health: Paperless Records and Purposeful Employment

2019-11-07T20:19:18+00:00Case Studies, Scanning/Capture|

The New York State Office of Mental Health (OMH) manages New York’s public mental health system from multiple psychiatric facilities located across the state. Collectively, these facilities work in conjunction with a variety of local governments and non-profit agencies to offer more than 2,500 programs and initiatives that serve over 500,000 individuals yearly. In order to maintain adequate health care

City of Albany – Takes Tech to the Streets

2020-09-21T21:42:00+00:00Case Studies|

The City of Albany Department of General Services (DGS) is responsible for year-round services to “insure the City’s streetscapes, parks infrastructure, public facilities and natural resources are maintained to be functional, safe, clean, attractive and convenient for residents and visitors alike.” Maintaining an operation of such a large size requires careful planning, hard work, and the appropriate tools for each

Decrescente – A Toast to Paperless Productivity

2019-11-07T20:26:07+00:00Case Studies|

DeCrescente Distributing Company, one of the Northeast’s premier beverage distributors joined the paperless revolution. This is both a strategic move and the logical next step for the company, which is known for its use of innovative technology. By working with Electronic Content Management (ECM) provider eBizDocs, DeCrescente significantly improved their Human Resources and Accounting record-keeping. The Challenge Inefficient, Paper Intensive Record-Keeping

DASNY – eBizDocs: Constructing Document Management Success

2019-11-07T20:26:27+00:00Case Studies|

The Dormitory Authority of the State of New York (DASNY) is the agency responsible for the financing and construction of all public and private not-for-profit institutions for the State of New York. Since its establishment in 1944 under Governor Thomas E. Dewey, DASNY is now one of the largest financiers and builders of social infrastructure facilities in the United States. The