Location: Blackmore Vale and Shaftesbury, Dorset, United Kingdom
Industry: Dairy and Food Processing and Manufacturing
Website: www.bvdairy.co.uk
Founded in 1958 as a family farm in England’s West Country, BV Dairy is now a thriving modern business. Each year, the company purchases 35 million liters of milk from dairy farms within a 25-mile radius of their production facility in Shaftesbury, Dorset and turns them into dairy products for food distribution and manufacturing firms. BV Dairy’s range includes their award-winning Dorset clotted cream, as well as yogurts, buttermilk, soft cheese, and mascarpone.
SDL and GHS is a combined full service insurance agency located in New York City. The agencies are comprised of four departments; Accounting, Commercial Lines, Personal Lines, and Life Insurance and Employee Benefits. Employee Benefits employs their own house producers as well as servicing the producers of several large national P&C underwriters.
“DocStar gives us the power to add and retrieve more documents to and from the system. It increases our accuracy, efficiency, and traceability. Furthermore, this solution has plenty of flexibility that lets us tune and tweak workflows as our business processes change and grow. Most of all, the introduction of DocStar has allowed us to streamline processes and save time—notably in terms of invoice approval and delivery note processing—because it brings all of the relevant information and documentation together in one place.”
-Mark Damen, ERP Systems Manager | BV Dairy
Initial installation of InStar Imaging, powered by DocStar ECM included scanning Commercial Lines and Personal Lines files. Upon an office location move, the agency then included their Employee Benefits files. SDL and GHS use a scanning process where once a project has been completed, the file is scanned immediately and the hard copy is then able to be shredded.
SDL and GHS were encountering three main concerns with regards to their files. First, they were outgrowing their office space. More storage was needed, and the space simply was not available. Second, the Employee Benefits department was growing faster than they could maintain the increased paper and files being produced. The third important concern for SDL Brokerage, Inc. was they needed to find a way to quickly find client file information when requested.
Physical space savings have proven to be a valued benefit of adapting InStar Imaging. Prior to document management, SDL and GHS stored 33 file cabinets of information. That number is now down to 13 file cabinets, with expectations to have only two file cabinets of storage by years end.
To put a financial perspective on the agencies’ experience, prior to scanning and document management, they used about 100 square feet of storage space at $32 per foot in rent. Storage savings are expected to be over $3,000.
In addition to storage costs, response time and customer service has also improved. The time saved in not having to run around the office looking for a file cabinet or misplaced document has proved invaluable to SDL Brokerage, Inc.
“A client recently called in, the producer they needed to speak with was not in the office. While staying on the phone with the customer, I was able to retrieve the archived file, quickly scan through the document and find the information they needed. I never had to leave my desk, or have another employee spend time searching through a file cabinet for the document.”
-Agency Manager,
SDL Brokerage, Inc.
Group Health Solutions Inc.
