10 years using solutions
Supporting automated communications
1.5 days saved each week
Equivalent to six days per month
Online invoice access
Through VaultLink™ self-service
Enterprise
Enterprise needed to streamline invoice retrieval and modernise customer document delivery. Restore Information Management helped automate outbound documents by email and mail, while VaultLink™ enabled customers to access invoices and statements online.
Executive summary
- Enterprise had old software that was not fit for purpose and did not scale to business requirements.
- Before Restore Prism, Enterprise could not send documents to more than one customer at a time and statements were sent manually by the credit control team.
- Restore Information Management manages outbound documents via email and mail, alongside VaultLink™ for online invoice and statement access.
- Restore Prism Automation helped Enterprise save 1.5 days per week, equivalent to six days per month.
- The solution improved credit control processes, document consistency, archiving and customer experience.
Enterprise, modernising customer document delivery
Enterprise had been using Restore Information Management’s solutions for 10 years and needed document delivery processes that could scale with the business.
The previous software was not fit for purpose, while manual processes created inefficiencies and made customer document access slower than it needed to be.
The challenge: manual document delivery was limiting efficiency
Enterprise’s old software did not allow the team to send documents to more than one customer at a time.
The credit control team was sending statements manually, which took time away from other priorities and created inconsistencies across processes.
The solution: Restore Prism automation and VaultLink™ self-service
Restore Information Management supported Enterprise with automated outbound documents via email and mail.
VaultLink™ enabled customers to access invoice and statement copies online, reducing the need to request support from Enterprise employees.
Restore Prism also helped Enterprise create visually consistent document templates, regardless of Enterprise Resource Planning source, and supported document archiving for easier retrieval.
The results: time saved, better customer access and scalable communications
Enterprise saved 1.5 days per week, equivalent to six days per month, by using Restore Prism automation in its credit control function.
VaultLink™ reduced workload for the credit control team by allowing customers to access invoice copies themselves.
Restore Prism helped Enterprise digitally transform and modernise communication and document delivery methods, including automatic currency conversion for UK and EU operations.
The story in numbers:
- 10 years using Restore Information Management solutions
- 1.5 days saved per week through Restore Prism automation
- 6 days saved per month in the credit control function
- Outbound documents managed via email and mail
- VaultLink™ enables online access to invoices and statements
- Restore Prism supports consistent templates across Enterprise Resource Planning sources
Modernising document delivery
When document delivery depends on manual tasks or legacy systems, customer experience and team productivity can suffer.
Just like Enterprise, your organisation can use automation to simplify outbound communications, improve document access and scale with changing business needs.
If customer documents are taking too long to produce, retrieve or send, get in touch. We’ll help you modernise the process.
Note: Restore Information Management acquired the document management and outbound communications business of Synertec Ltd, the organisation that carried out this project at the time the case study was written.
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