Case 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
• Increased ease for future
|Frost Bank||USA||Pyramid eXpeditor|
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%.
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
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 |
|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.
|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
|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|
|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:
If you want to learn more about ECM, our whitepaper on document automation may also interest you:
If you have further questions please do not hesitate to contact us:
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