20 Enterprise Content Management (ECM) Case Studies in 2024
Cem DilmeganiCase studies can give impactful insights about implementing a new technology. One can learn about industries in which the technology can be applied, use cases, applicable business functions and results of the application. We aggregated 20 case studies about ECM from numerous sources so you can filter/sort them by industry (e.g. financial services, energy) or business function (e.g. sales, marketing, IT) to help you identify how your company can implement ECM. To prioritize these use cases and select vendors for your business, you can also examine the reported results and the vendors in the list below:
| Company | Country | Product(s) | Industry | Business Function(s) | Case Study | Results |
|---|---|---|---|---|---|---|
| 100-year-old title insurance company | USA | IBM FileNet | Insurance | Various | Increasing efficiency of an insurance company's content management system | • Upgraded ECM system • Enabled additional security • Increased
roll out to employees • Increased ease for future upgrades
|
| Frost Bank | USA | Pyramid eXpeditor Kofax Capture IBM FileNet P8 | Financial Services | Trust department | • Retrieving specific information on a document • Merging emails
and attachments into one document
| • Decreased response time for customer inquiries • Customers can
be serviced at any branch as all the documents reside in a common repository. • A paperless trust department.
|
| Ohio-based Custom Professional Accounting firm | USA | GlobalSearch Document Management Software | Financial Services | Various | Implementing an ECM system as the company ran out of
paper storage space
| • Increased the efficiency of the firm’s seasoned accounting pros
by 35 to 45% • Shredded its document storage requirements by 90%.
|
| Plustek Inc. | Taiwan | eScan GlobalSearch Document Management Software | Imaging Solutions | Various | Implementing an efficient and cost effective method of scanning documents | • Minimized the amount of training necessary for new staff
utilizing the product.
|
| Valley National Bank | USA | GlobalSearch Document Management Software | Financial Services | Various | Scanning and indexing more than one million pages of paper
documents
| • $35,000 savings p.a. from storage of paper documents •
$100,000 annual savings from personnel reduction • Converted the storage room into an office space for 5 workers
|
| Heritage Cooperative | USA | GlobalCapture Image XChange GlobalSearch Document Management Software | Agriculture | Various | Extracting document information, validating the data, and then routing it
to a folder
| • $4,000 p.a. savings from eliminating offsite storage, file cabinets,
printer and paper costs. • Improved collaboration and increased employee productivity by 20%
|
| Intertrust Group | Netherlands | Laserfiche Email Manager | Administration Services | IT | Providing a single source for all documentation & communications within
the company
| • Saved 30 to 60 minutes per person per day
in productivity (375k hr/year across 1.5k employees)
|
Multiple courts in the USA including York County, Kern County
Superior Court and Connecticut Probate Court
| USA | Laserfiche Records Management | Public Sector | Legal | Protecting case files securely and improving customer satisfaction | • Secured integrity of case files • Improved clearance rates
• Reduced the overall cost-per-case and time to disposition.
|
| Edmonds School | USA | FreeDoc Records Trust EMC ApplicationXtender | Public Sector | Various | Automating search processes of documents, detecting duplicates and accelerating printing | • Reduced the overall cost • Reduced retrieval time •
Reclaimed storage space • Increased searchability
|
| Nissan | Australia | Alfresco Web Content Management | Automotive | Marketing, Aftersales, Finance and IT | Implementing ECM to manage all website changes in-house | Saved $500,000 p.a. in agency costs |
| Greenbank RSL | Australia | Kyocera Accounts Payable Document Solution - Powered by Abbyy Flexi
capture Kyocera Business Workflow Optimisation
| Entertainment | Finance | Providing a progressive digital work flow, speeding up the flow
of invoices and reducing workload
| • Reduced invoice processing time by 84% • Decreased processing
costs by 50%
|
| Cato Inc. | USA | GlobalSearch ECM from Square 9 Softworks | Oil & Gas | Finance & HR | Scanning and indexing invoices, integrating HR processes to ECM | • Eliminated 60% of paper and toner costs companywide •
Avoided the need to hire 2 additional clerks
|
| ARC | USA | GlobalSearch Corporate Edition | Information Technology & Services | Various | Document scanning and indexing | Estimated a net present value over 5 years of $185k
and an internal rate of return of 15%.
|
| Oil and gas division of a Fortune 50 company | NA | Maana | Oil & Gas | Various | Analyzing over 5 years of invoices to uncover hidden patterns
and identify specific recommendations that would reduce days sales outstanding
| Accelerated accounts receivable collections by 65% |
| A global bank | NA | NextAngles | Financial Services | Various | Remediating over 3 million contracts with an average manual process
time of 3-4hrs per contract
| • Reduced process time by up to 60% • Achieved
cost savings of 40–50%
|
A leading insurance company with more than 250 million customers
across India
| India | Newgen | Energy | Various | Digitizing departmental files and administrative workflows for more than 25
departments across the central, 8 zonal, and 113 divisional offices.
| Archived more than 250 million policy dockets (i.e. summary of
proceedings in a court of law) with 7 billion documents
|
| Winder Controls | South Africa | Alfresco ECM | Manufacturing/Mining | Operations | Controlling document management, email correspondence and document version control | Improved collaboration among Winder colleagues and external customers. |
| DriveTime Automotive Group, Inc. | USA | GlobalSearch GlobalCapture KeyFree Indexing | Auto Financing | Underwriting, IT, Sales | Streamlining batch capture processing and implementing import/export capabilities through automated
workflows.
| • Reduced the time spent on a repetitive task from
8 hours to 8 hours to 5 minutes • Saved $7,800 p.a. in salary expenses solely on photocopying • Saved $9,600 in supplies
|
| Kuna Foodservice | USA | GlobalSearch, GlobalForms, GlobalCapture, File XChange | Distribution | Marketing, Accounting, and Services | Automating filing, searching, and retrieving invoices | • Saved around 20 hours per week from scanning documents
• Saved $5,500 p.a. by eliminating the need for paper-based employment applications, marketing forms and requests.
|
| Rockland Paramedic Services | USA | GlobalSearch and GlobalForms | Health | Human Resources, Accounting and Operations | Maintaining a secure repository for medical care documents, streamlining HR
onboarding, cutting down on information search and retrieval efforts
| Saved $80,000 p.a. through employee salaries and benefits. Saved about
$3,000 p.a. in offsite storage
|
To learn more about ECM, you can read:
- Our article about what ECM is and how AI impacts it
- Benefits you can reap from ECM
- Applications of ECM
- Top 50 statistics that highlight key points of ECM
If you are ready to start implementing ECM, feel free to use the most up-to-date and comprehensive list of ECM products to select the right product for your company.
For the best document extraction tools and an overview of document extraction, feel free to read our articles on the topic:
Don’t forget to check out our comprehensive and data-driven list of:
If you have further questions please do not hesitate to contact us:
This article was originally written by former AIMultiple industry analyst Izgi Arda Ozsubasi and reviewed by Cem Dilmegani
Cem has been the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per similarWeb) including 60% of Fortune 500 every month.
Cem's work has been cited by leading global publications including Business Insider, Forbes, Washington Post, global firms like Deloitte, HPE, NGOs like World Economic Forum and supranational organizations like European Commission. You can see more reputable companies and media that referenced AIMultiple.
Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised businesses on their enterprise software, automation, cloud, AI / ML and other technology related decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization.
He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider.
Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.
To stay up-to-date on B2B tech & accelerate your enterprise:
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I like the tip you gave that you could obtain meaningful insights by implementing case studies. My cousin mentioned a few days ago that he and his business companion were looking for a document management solution that could help them with user-friendly software for their advanced searching. He asked if I had any idea what would be the best option to consider. I love this helpful article, I’ll tell him it will be much better if he consults a trusted enterprise content management service as they can provide more information.
Hi, Steve. We’re glad you enjoyed the article.
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