IAM Advisory

3 Pages

IAM Advisory, a financial services company in Easton, PA, digitized its operations using DocuWare, transitioning from paper records to a completely paperless system. This transformation, spearheaded by COO Holly Jinks, involved manually scanning and indexing over 50,000 documents, with ongoing weekly additions. The DocuWare system streamlined their processes, enabled remote work, and significantly saved time with features like auto-indexing. This shift allowed the company to efficiently manage client files electronically, improving workflow and operational efficiency.

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