DASNY – eBizDocs: Constructing Document Management Success

2023-06-01T04:58:46+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

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

2023-04-28T19:42:55+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

Greenbush Financial Group – Taking the Worry Out of Paperwork

2023-02-23T22:16:12+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

Decrescente – A Toast to Paperless Productivity

2022-10-13T16:33:15+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

Fusco Enterprises

Fusco Enterprises is a multidimensional property development and management company located in New York’s Capital District. The company manages a variety of businesses and operates Colonial Car Wash, a dependable, full-service carwash that has been serving the Capital Region for over 35 years.