DocuWare

Specializing in timely shipments for complex construction projects, Shelter Products distributes lumber, plywood and other materials to clients countrywide.

Headquartered in Milwaukie, Oregon, Shelter Products is a distributor of lumber, plywood and other building materials. With sales offices in six states, the company supplies premier building contractors across the country, specializing in just-in-time shipments for projects including multi-family housing, assisted living, hotels and motels.  

Finding the right solution 

As the company’s operations grew, so did the need for an efficient accounts payable system. To streamline the accounts payable processes, the company’s IT director Colin McDonell, researched document management systems. 

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DocuWare Offers Screening eForm for Businesses Entering COVID-19 Return to Work Phase

~eForm provides contactless and compliant visitor and employee check-in/check-out~

New Windsor NY, August 4, 2020 – DocuWare, provider of cloud solutions for document management and workflow automation, announces a new eform and workflow to support US businesses in the COVID-19 return to work phase.

DocuWare’s COVID-19 screening eform was first developed for internal use as a contactless and easy process to screen employees returning to work at the company’s New York headquarters. DocuWare now offers this safe, time and labor-saving option to every DocuWare customer. Each eform can be customized and configured to any new or existing system and according to each company’s preferred screening process. It ensures compliance with Center for Disease Control (CDC) guidelines that advises all business to implement and update as necessary a plan that “is specific to your workplace.”

 
Screening of employees and visitors prior to granting access to any place of work is now mandatory in most states and an automated contactless workflow is the cost-efficient way to do it. The eform follows a simple, secure workflow to check-in and check-out employees or visitors. The whole process takes just minutes and to begin they simply use the camera on their mobile phone to scan the appropriate QR code posted outside the workplace.

The eform automatically downloads to their mobile device with the specific questions for that business. Once all questions have been answered, based on the responses submitted, the employee or visitor will immediately receive a message that admission to the building is granted or denied.

If access is denied, the organization they were trying to enter is notified via a DocuWare generated email.

If admission to the building is granted, a separate workflow is activated and a pre-appointed person from within the organization is notified by email that someone has been admitted. DocuWare has also added an optional configuration to record a temperature check. If the business requires a manual, in-person temperature check, an additional workflow is created to notify the business that someone has been granted admission and is awaiting a temperature check. Once the temperature is taken and noted, the eform is stamped and the person can enter the main office area.

DocuWare’s automated screening process enables an even faster check-out process. The employee or visitor scans the appropriate QR check-out code, inserts their name, clicks the submit button and are checked out immediately and can leave the building. Their check-out time and date are noted in the system. DocuWare safely archives information on who entered and exited the building, along with date, time, email contact and, if they were a visitor, who they visited.

To implement and configure a customizable COVID-19 screening eform and workflow for your workplace, please contact your Authorized DocuWare Partner or DocuWare’s Professional Services team.

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About DocuWare

Headquartered in Germany & the US, DocuWare provides document management and workflow automation solutions in the cloud. DocuWare has helped 14,000 customers across 90 countries simplify their work through digitizing, automating and transforming key processes.

For More Information Contact:

DocuWare Corporation         
Samina Sabir         
Communications Director         
4 Crotty Lane, Suite 200 , New Windsor, NY 12553         
845-253-6784
Samina.Sabir@docuware.com         

Established in 1996, Rebel Refrigeration, AC & Plumbing has been installing water heaters, air conditioning systems and providing other home services to the residents of Las Vegas and beyond for nearly a quarter of a century. With about 20 employees, the company serves 8,000 to 10,000 clients, responding to over 10,000 service calls a year.

A typical job requires purchasing equipment and parts, for which the company regularly processes invoices. A green-minded company, Rebel Refrigeration was already partially paperless—its contractors used iPads and digital invoicing in some business areas, but certain aspects of the operations still required printing invoices on paper.

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DocuWare’s preconfigured cloud solutions receive massive updates in just-released version 7.3

New Windsor NY, July 9, 2020 – DocuWare provider of document management and workflow automation solutions, has added significant updates to their preconfigured cloud solutions in the latest version of their flagship product.

DocuWare recently polled more than 500 US based business owners and managers to determine how prepared they were to accommodate a remote workforce. Results showed that only 40 percent had digitized their employee management and only 36 percent had automated finance and accounting processes. The lack of readiness in these departments has led to a growing demand for user-friendly, cloud-based solutions that are quick to implement.

With many businesses accelerating plans to digitize finance and HR departments, DocuWare’s preconfigured cloud solutions for invoice processing and employee management can be implemented and running in two to three days and customers are taking advantage of this! Since the beginning of the year, DocuWare has added almost 500 new cloud customers worldwide who are seeking to automate their core business processes and enable a distributed workforce. Of these, about a third have opted for preconfigured solutions. The company applied its legendary focus on customer experience and process flexibility with the newly enhanced preconfigured cloud solutions.

The most notable new capabilities include:

• The invoice processing solution is now activated with richer predefined default settings and approval workflows are immediately published, making it easier to test features with their business processes from the start.

• The new GL coding table simplifies entering and viewing accounts payable data while the “maximum” button offers a larger view of the table, further improving customer experience.

• Reconciling monthly statements is fast and seamless with new lists for invoices paid by credit card.

• For free 30-day trial accounts, users can opt to test with sample data including vendor records and chart of accounts.

• The employee management solution now offers a corporate assets allocation feature allowing HR to securely track equipment provided to new employees during onboarding.

For more information, please visit https://start.docuware.com/pre...ured-cloud-solutions.

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About DocuWare
Headquartered in Germany & the US, DocuWare provides document management and workflow automation solutions in the cloud. DocuWare has helped 14,000 customers across 90 countries simplify their work through digitizing, automating and transforming key processes.

For More Information Contact:

DocuWare Releases Version 7.3

New features for remote users across the globe include two new languages, secure single sign on, faster web client services, expanded email archiving and configurations

New Windsor NY, June 18, 2020 – DocuWare, provider of cloud solutions for document management and workflow automation, releases version 7.3 of its flagship software. The solution adds Turkish and Finnish, expanding the product’s number of available languages to 18.

“At this time, when every business is enormously dependent on digital solutions to power remote workforces and maintain business continuity, it was more important than ever to deliver new features that are proven to ensure safe, secure and high-speed management of data, processes and documents,” says DocuWare president Dr. Michael Berger.

Focused as always on guaranteeing speed and integrity to every business process, DocuWare version 7.3 boasts compelling new features:

• New web client services set the seal on delivering remote, fast, secure information access:

• • Filters for table fields allow entries to be filtered by index fields or other table fields. This time- and labor-saving feature can apply to any process pertaining to storage, index and workflow dialogs.
• New email archiving establishes more flexible storage guidelines:
• • Exclusion of embedded images such as logos or other specially defined files from all archived emails means only relevant content is stored and displayed.
  • Email attachments saved as individual documents now allow users to store mail text and attachments as separate documents instead of a single, clipped one.

• New configurations promise higher accuracy of information and workflows:
• The new Barcode section allows the creation of individual barcode configurations These barcodes can be read individually and more precisely, resulting in better document indexing and faster information retrieval.
• Annotation features keep workflows moving. When automatic emails are sent from workflows, users now have the same format options as in the Web Client - a PDF with annotations or a PDF without annotations.

Finally, many features were moved from DocuWare Administrator to DocuWare Configuration, ensuring faster technological updates to every system.

DocuWare Version 7.3 is available in cloud and on-premises versions. DocuWare provides feature parity between deployment options. For on-premises customers, updates to 7.3 can only be made from version 7 to 7.2.

Customers can contact their Authorized DocuWare Partner to implement this latest version.

Rath is working with Makers vs. Virus, a Berlin-based volunteer group that connects individuals and companies who can donate protective equipment with healthcare organizations that urgently need it. The organization only works with “makers” who will donate the items for free or offer them at cost. It’s not an official organization and provides the equipment without a warranty.

Rath read about the effort online. “Now there are more than 6,000 people in a group that meets on Slack. They’re from Germany, Austria and Switzerland,” he says. “My work at the Future Lab, where we explore new technologies that could benefit our customers, helped set me on this path,” he explains. “I also have friends working in hospitals or in the medical field. They’re lacking so much equipment and are often completely on their own when it comes to procuring it immediately.”

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A.B. Martin Roofing Supply is a one-stop-shop for all things related to roofing, building and construction. Each year, over 19 million feet of metal panels are produced and delivered to about 140,000 contractors across 19 US states. They also purchase a high volume of materials from multiple vendors. With many invoices coming in, they needed a streamlined solution to accurately track deliveries and payments. Now with DocuWare, they have an organized supply purchasing and accounts payable operations.

DocuWare benefits:

• All 20,000 invoices and counting are stored in one central database; it’s easy to search and no more time is wasted digging through paper files
• Accounting team enjoys streamlined, accurate workflows; integration with accounting software Paradigm ensures the proper reviewer is assigned to check on deliveries before payment goes out
• Success has led to expansion plans to add a trucking company and a new wholesale company to DocuWare operations

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EquiPro Investments saves 400 man-hours YTD with DocuWare!

With 15 years in operation and $13 billion purchases in asset receivables, EquiPro is an investment firm that works with vendors in recovering credit card debt. When the company’s old software became too slow to handle the volume of transactions, EquiPro looked for a new solution. “For us, speed is the main improvement. We were able to focus our employee resources on other issues. When it comes to dealing with document distribution, we achieved about 50 percent savings in man-hours,” says Leo Seicshnaydre, Senior Data Analyst.

Their DocuWare solution keeps track of and assigns access privileges to all documents related to EqipPro’s account acquisitions, processing and distribution to vendors.

Additional DocuWare benefits include:

• Achieved secure storage and access of 2.7 million documents in one central database
• Quickly and accurately distribute documents to vendors; vendors’ document access rights are stored in the company’s SQL database which DocuWare retrieves details from and assigns accordingly
• Saved a large amount of manual labor; currently save about 6 man-hours per week, totaling 400 man-hours to date

Click here for the full success story.

If you want to provide real solutions for real business process challenges that organizations face every day, consider becoming an Authorized DocuWare Partner. By adding content services to your product portfolio, you can accelerate your sales with a unique selling proposition setting you apart from your competition. For complete details on the Partner Program, click here. To request to speak to someone about becoming a Partner, click here or contact mary.williams@docuware.com.

Tonight, I was able to have dinner with a friend of mine that’s also in the imaging channel aka copier business. We went from topic to topic and I finally landed on “What will our copier (MFP) business look like in five years?” It’s funny because both us of know what it’s going to look like and neither of us wanted to say it first. The business model of just selling copiers and providing service/supplies will change dramatically in the next five years because A4 devices will become more popular as manufacturers shift their focus from full featured A3 devices to full featured A4 devices. In addition, it seems there’s no short-term possibility that one of the seven copier manufacturers will get out of the copier business or sell to another manufacturer. For copiers dealers, this means lower revenue expectations along with lower profit margins.

Recently, I’ve thought a lot about how I can re-invent myself for 2020. What can I do to offset the possible loss in revenue from selling more A4 devices than A3? For me, the answer came quickly. I need to make the jump from focusing on copiers to focusing on helping clients achieve key organizational needs:

• A cloud-based document pool for archiving documents with easy, secure access
• Automated workflows to improve efficiency and productivity
• Seamless integration between existing applications for consistent data across the IT landscape
• Solid compliance and document retention policies in place

One profitable market opportunity to tap into is offering content services solutions. A recent white paper published by Nucleus Research stated, “Nucleus found that for small to medium businesses, investing in content management returns $8.55 in benefits per dollar spent. The key value drivers for these solutions are increased user productivity and cost savings from redeployed staff or avoided additional hires. As organizational transparency and the value of data continue to grow, companies that fail to fully leverage their own digital content will lag behind more savvy competitors.”

Copiers dealers need to change because keeping everything status quo isn’t going to cut it in the “Digital Twenties.” One hundred years ago, a decade was defined as the Roaring Twenties. It’s my belief that copier dealers can create their own Roaring Twenties again by offering content services solutions.

Since I have a great relationship with DocuWare, I was able to interview two leaders at highly successful copier dealers who are Authorized DocuWare Partners: Douglas Green, Sales Manager, Strategic Services at Impact Networking, LLC and Jason Ostendorf, Director of Professional Services at Kelley Connect. I brought seven questions to the table for them and I’d like to share their experiences selling content services solutions.

1. Share with us your background briefly; what is your position and company?

Green: I’m the Sales Manager for the Strategic Services Division of Impact Networking, LLC. Impact employs approximately 700 people in 20 locations across Illinois, Wisconsin, Indiana and Southern California. In addition to hardware and software, Impact Networking specializes in Managed IT, Design and Marketing, and ERP.

Impact Strategic Services leverages platforms like DocuWare to optimize business processes for growing companies. The Strategic Services team consists of a dozen pre-sales Specialists and Solutions Architects, backed by a team of 48 post-sales specialists that are responsible for project management, development and helpdesk support. I’ve been a part of Strategic Services since 2007 when we were a team of three people.

Ostendorf: My background is in accounting and technical sales. I am the Director of Professional Services at Kelley Connect, responsible for sales and implementation of supported software products.

2. How long has your company been an Authorized DocuWare Partner? What is your revenue percentage growth year over year?

Green: Impact has been a DocuWare Partner since 2006. We’ve been a top-selling Diamond Partner for 13 consecutive years, and the #1 DocuWare Partner in the Americas five of the last six years.

Impact Networking has averaged 27% year-over-year growth since our inception in 1999. We attribute our growth to our corporate culture, unique business model and local go-to-market strategy.

Ostendorf: We’ve been a DocuWare Partner for 5+ years and this is our second year as one of their top Diamond Partners. Revenue growth has increased dramatically in the last three years.

• 2017 - $182,355
• 2018 - $318,498
• 2019 - $543,811

3. What is the best part about being an Authorized DocuWare Partner?

Green: We’ve enjoyed a long and very successful relationship with DocuWare. The DocuWare senior management team has always been engaged and responsive to Impact’s needs and product enhancement suggestions.

Ostendorf: DocuWare has a good product with a good support team. The product is stable and provides customers with a flexible platform that they can grow with. The pricing structure is also favorable.

4. How is it working with your DocuWare Regional Sales Director (RSD)?

Green: We have the opportunity to work with several directors across multiple states. Whether working on joint accounts, small lunch and learns or larger events like Impact Optimize at Navy Pier in Chicago, the DocuWare RSDs do an excellent job supporting Impact.

Ostendorf: My RSD is Caleb Wolfe. Caleb is simply the best partner manager I currently deal with or have ever dealt with throughout all of our different software partner relationships.  His knowledge, helpfulness and integrity are heads above others in his position at our other software partners.

5. Why DocuWare? What is the feedback you are getting from customers/prospects when you show them DocuWare?

Green: DocuWare offers everything both SMB and Enterprise customers are looking for: Ease of use, modular and scalable, integration capabilities and robust on-premises and cloud offerings.

Ostendorf: Easy to use with a friendly user interface; customers like the flexibility of the product in that it allows them to grow and implement it in many areas, but it also provides a favorable ROI almost immediately.

6. Can you share a story about your most memorable DocuWare deal? What were the pain points and what closed the deal?

Green: One of my favorite customers is a transportation company with locations in seven states. At the conclusion of our initial demonstration, we asked for questions and their CFO held up a sheet of paper that said “ROI.” We spent the next several months collecting financial information and conducting user interviews with over 20 departments and users. Bottom line: the ROI was overwhelming, and they became one of our largest customers. In addition, they became one of our first “managed” accounts in which we provide ongoing platform enhancement based on their requirements.

Ostendorf: My most memorable DocuWare deals have been when we have provided our customers with very high ROI’s using DocuWare. I have had multiple deals like this in the past year where their cost of doing AP approvals manually was significantly more than with the DocuWare solution.  Each company’s reasons for inefficiencies were a bit different, but all have seen significant ROI’s from adopting the DocuWare solution

   7. Why should a copier dealer sign up to be an Authorized DocuWare   Partner?

Green: Print is a declining commodity. The ability to diversify your portfolio and provide your customers value beyond the traditional copier space is critical to the long-term growth of a dealer. DocuWare has a robust product offering, is user friendly and easy to implement. They are an ideal partner.

Ostendorf: DocuWare has a very good product and support team.

-=Good Selling=-

Truck & Trailer dealership implements DocuWare to streamline business transactions, improve communications and operate more efficiently

A heavy duty truck & trailer dealership, Peterbilt of Wyoming is a third-generation, family owned and operated business with five locations. They custom build and service trucks for many industries. With 5,000 customers, the dealership processes thousands of truck-related orders, including new sales, repairs, service orders and warranty. Previously, all this paperwork was processed manually. With DocuWare now, paperwork can be pulled up instantly from any location and the solution has also streamlined invoice processing, communications and payments.

DocuWare benefits:

• Instant digital access to documents versus waiting two to three days of manual searching and mailing
• Improved payment collection as invoices are automatically archived and can be pulled up fast
• Sped up recall process as every invoice for parts can be found quickly by different search criteria
• Cut costs on mailing documents between locations
• Converted physical storage space into a conference room

Click here for the full success story.

DocuWare Announces 3rd Annual Customer Appreciation Week – Nominate your DocuWare customer by March 2

Calling all Authorized DocuWare Partners: Nominate your best  DocuWare customers for DocuWare’s Customer Appreciation Week. It’s a great way to show your thanks for their DocuWare commitment and shine the spotlight on their success.

DocuWare is accepting nominations now through Monday, March 2 at 11:59 p.m. EST.  Click here to submit your nominations for your customer(s).

Customer Appreciation Week will be celebrated June 1-5 2020 and each day of that week DocuWare will shine the spotlight on one of your winning customers by writing an article about them on the company blog and raising awareness for their business across the company’s social media channels.

Winners receive a plaque and complimentary breakfast, lunch or DocuWare Swag bags for the whole department.

Questions? Please contact Nicole Smajda at nicole.smajda@docuware.com.

DocuWare Group Revenues Climb to 54.8 Million Euros in 2019

DocuWare Cloud Keeps on Driving Success

New Windsor NY, Feb 4, 2020 – DocuWare, provider of cloud solutions for document management and workflow automation, announces its 2019 global results. The company achieved 54.8 million euro in total revenue – an overall growth of 17 percent over 2018. Most notable contributor within this revenue increase is the expansion in cloud customers which has risen by 71 percent YOY and now accounts for 13.4 million euros of total 2019 revenues.

In a year of leadership transition and ownership changes, the company’s outstanding success is attributable to DocuWare’s thriving partner network as well as the strategy to operate as an independent subsidiary of Ricoh Company, Ltd.

"DocuWare is built on the success of our partners. When they succeed, we all succeed. Our strategy is to remain an independent company and brand within the Ricoh family, enabling our full partner ecosystem to confidently sell our software. Our record-setting year proves this strategy is working, and our relationship with partners has never been stronger,” states Max Ertl, President DocuWare Group.

DocuWare Cloud continues to move the needle on the company’s growth, with 60 percent of new customers choosing this option and driving the number of cloud-based customers to approximately 3,000 – an increase of 50 percent YOY. DocuWare delivers the most complete and scalable cloud document management system for companies of all sizes.

In addition to the company’s winning partner strategy and cloud growth, the company’s flagship product consistently pairs the latest technology with an intuitive user experience for their more than 600,000 global users. Dr. Michael Berger, President DocuWare Group, notes “DocuWare versions 7.1 and 7.2, both released in 2019, enhanced key features for our preconfigured cloud solutions, and increased the performance and stability of cloud and on-premises systems.” A global customer retention rate of 94% in 2019 is further evidence that users embrace their DocuWare solution.

Berger and Ertl agree that the 2019 successes could not have happened without tremendous commitment from the company‘s employees: "There is no way we could have achieved these results without the great people who work for DocuWare,” Berger concluded.

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About DocuWare

Headquartered in Germany & the US, DocuWare provides document management and workflow automation solutions in the cloud. DocuWare has helped 14,000 customers across 90 countries simplify their work through digitizing, automating and transforming key processes.