Jemina Boyd • October 31, 2018
Saint Andrew’s School is a Pre K-12 college prep school in Florida with over 1,300 students. It’s a non-profit institution, so it relies on fundraising to provide students with top-notch educational resources, facilities, and teachers.
Prior to 2008, Saint Andrew’s suffered a massive issue related to donor management. The school’s filing systems were paper-based, which meant employees had to organize documents by hand and sift through rows of file cabinets to find specific donor records. This prevented staff from serving donors quickly and efficiently.
This problem was fixed when PairSoft was implemented and integrated with the school’s donor management software, Raiser’s Edge. Scanned documents were sorted, indexed, and stored in a centralized database, so staff can find donor records in a minute or less. PairSoft even eliminated the need for paper and filing cabinets, freeing up office space for additional desks and other equipment.
The most significant benefit, however, was that “employees were happier because they could devote their time to expanding the school’s donor network and serving current ones,” rather than waste time with mundane paperwork.
Comfort Research is a furniture manufacturer known nationwide for its modern bean bag chairs and molded furniture.
Their biggest problem was that their content management system at the time, OnBase, had a subpar search function that could not be integrated with the company’s enterprise resource planning system, Dynamics GP. What’s more, Comfort Research had serious workflow issues. Bills were scanned as PDFs without optical character recognition (OCR) technology, making it difficult to retrieve them. Most accounting and supply chain tasks were also done manually, which was prone to mistakes.
By switching to PairSoft, Comfort Research eliminated these issues. PairSoft integrates smoothly with Dynamics GP, which allowed the manufacturer to program automated workflows that streamline purchase order requests, invoicing, and even employee onboarding.
The best part was, PairSoft’s OCR-powered search features made it easy to process and retrieve documents. In fact, Comfort Research estimates that they save up to $62,000 each year just from more efficient document retrieval and approval processes.
Baptist Child and Family Services (BCFS) is a non-profit organization that provides health and human services programs across the globe. Before using DMS software, they struggled with managing stacks of paperwork and inefficient accounting processes.
PairSoft fixed all that with automated workflow and filing features, which saved employees from having to process, organize, and retrieve documents manually. This enabled more streamlined accounts payable processes.
Beyond this, PairSoft secures protected health information with advanced intrusion prevention, stringent access restrictions, 256-bit encryption, and geo-redundant cloud backups. Such cutting-edge security measures help BCFS comply with ever-changing HIPAA regulations.
There’s no denying the benefits of DMS software. It improves document storage and retrieval, streamlines repetitive workflows, and safeguards your documents from the worst cyberattacks and natural disasters. PairSoft document management systems can facilitate all these benefits for you, and so much more.
Try our free personalized demo to see whether PairSoft works for you! We not only specialize in providing document management solutions for the education, manufacturing, and healthcare sectors, but we also serve professional services, hospitality, and non-profit organizations. Check out our case studies to learn more.
Jem Boyd has 10+ years of ERP strategic marketing and implementation experience across a variety of platforms. She specializes in developing PairSoft's platform relationships as well as campaigns with Microsoft, NetSuite, Sage, and Blackbaud. She is based in Nashville.
View all posts by Jemina Boyd
