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FILEstreamsystems.co.uk

Document Management Case Study: McBurney Transport Ltd.

   

McBurney Transport Ltd.

About the client

The Group specialises in cross-border, cross-channel and continental operations, with a steadily expanding list of customers. The present Managing Director Norman McBurney set up this professional and proficient family run business, which currently employs almost 500 people throughout the UK and Ireland, in 1965.

The Group comprises McBurney Transport, McBurney Refrigeration and Bondelivery and operates from six key locations - Ballymena, where its head office is based, Belfast, Larne, Dublin, Liverpool and Penrith - with a combined total of over 200,000 sq ft of storage space at its disposal.

The Problem

Providing Proof of Deliveries which were more than 3 months old was one of the major problems faced by the existing paper based filing system. Due to the large volume, it was often time consuming to look through boxes of papers, stored in an outside container. Although the filing system was well documented; it was the physical effort of lifting and moving boxes that was a nuisance. We produce around 2000 POD’s a month.

The Solution

The POD’s are now scanned into FILEstream Document Management.

Customer comment
"I must admit that because of the volume of paperwork we have to deal with, my main fear was that I would not be able to retrieve documents scanned. I would recommend that anyone starting this system should spend a lot of time producing a cabinet to cover all fields that may be used by many departments. We have 8 different fields to be used to retrieve documents - not all are used for each document - it just depends on what information is on paperwork. Various departments can retrieve documents by enquiring info relevant to them. Input errors on indexing can be easily rectified.

I have also opened cabinets for correspondence and also damages documentation. I have started to scan all POD’s listing any damages or discrepancies so that when a claim is made I have instant access to the POD and any notes and comments made for each instance. It works well as a reminder as it is so easy to forget or mix up some cases. Before I used this system I would have to look for each POD stating discrepancies and forget how far I got in resolving the case.

The Benefits

I have found the system extremely beneficial. I can call up the documents and e-mail them direct to my customer within minutes. My customers have also commented on the excellent quality of the copies e-mailed as they are clearer than faxed copies and are as clear as an original.

The system is user friendly. Helpdesk is excellent; quick to respond and has already implemented changes I have suggested making the system even more user friendly."

 

Link to: Case study 3

 

 

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