Client Profile

The client site is a regional office of a non-profit state agency designated to provide services to older adults and citizens with disabilities in a 16-county region. These services are offered directly by staff hired by the agency and through contracts with over 40 service provider agencies in the region. Office personnel are responsible for contract management, billing, invoicing, and quality assurance of all services funded through this office.

The Problem

Staff members are faced with growing administrative and direct service demands in an office that lacks a clearly defined document management process. Document processes are performed manually and sharing documents with attorneys and other agencies requires physical preparation and delivery. Because the agency is not-for-profit, the solution must be cost effective.

The Solution

After researching several document management specialists, the office staff and the agency’s IT staff agreed that iSynergy offered the most comprehensive and cost-efficient solution to their workflow and document management issues. Within a week, the iSynergy solution had been implemented and configured and the staff had been trained.

Immediately, the office realized greater staff efficiency and increased productivity. Additionally, iSynergy’s secure Web access allowed the electronic sharing of documents between users and target audiences in the office as well as remote locations, including state administrative offices. It is believed the investment in iSynergy will allow the agency to grow within the next two year without hiring additional staff and the system will pay for itself within three years.