Utilising a document management system means you can eliminate paper documents and create a fully electronic version control, audit trail and keep your data fully compliant with GDPR.
Instantly transform documents and forms into usable, accessible data ready to export into your own business applications. Labour intensive manual data entry is eliminated along with mistakes and lost documents.
Flexible processing workflow gives you streamlined document processing tasks of any complexity. Documents are classified, recognised, verified and transferred into reliable, accurate, searchable and highly structured electronic data.
Access years worth of files in a handful of mouse clicks without having to leave your desk.
Tracking each document will create a watertight audit trail and ensure compliance with internal and external operating procedures.
Using a document management system means you are no longer reliant on being in the office to retrieve your important data, improving your efficiency and giving you total flexibility in the way that you work.
Make better use of your office and enjoy a more spacious environment by eliminating piles of dusty files and binders and filing cabinets.
Clients will benefit from your ability to quickly and easily retrieve all relevant information that they require, helping you do your job as efficiently as possible by providing higher levels of customer service and satisfaction.
Getting rid of routine filing tasks will free your staff up to concentrate on more productive work.
We analyse your existing infrastructure to see where you can save costs and improve your efficiency.
View all Case StudiesCapital Plans Ltd are an independent company devoted entirely to advising companies and individuals on Pensions, Investment, Protection and Financial Planning. Read more about how the business relationship developed.
Read case studyFind out how Principal scoped a unified solution for the prestigious chain of Estate Agents and saved the company an impressive 40% on their existing print costs.
Read case study“I was given all the information by Principal so I could make a direct comparison between print solutions.We needed Principal to step in and give us a plan of action.”
Giles Vertigan
Head of IT