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Case Study: Project Email and Fax Filing

Situation

As one of the world's leading engineering service companies, Scientific Design provides a wide range of engineering services in plant and equipment design. The company's business runs on multiple client projects, where project managers and engineers heavily depend on e-mail, fax and transmittals to communicate both internally and with their clients.

The existing environment for these communication channels are separately managed in disparate silos—individual e-mail inboxes, hard copy folders, and filing cabinets. As a result, the company suffered the following project communication "pain points":
  • Project overhead due to lost or missing records
  • Difficulty to find critical project support information
  • Costly and error-prone, manual document handling processes
  • Potential lost revenues

    How Softlinx helped the customer solve their "pain-points"?

    Softlinx delivered an Automated Email and Fax Filing solution to enable centralized capture and management of all project email and fax communications with its clients.



    The solution consists of Microsoft Exchange Mail, ReplixFax and ReplixEDM servers all integrated into a DocuRouter–based intelligent document routing and management solution with the following capabilities:
  • Ability to centrally capture entire project email and fax records
  • Electronic capture of document meta data to use in automated filing
  • Electronic filing of email and fax records to designated repository folders
  • No more paper chase by dealing fax records in electronic format
  • Secure access and retention of critical business information records
  • Fast search on archived email and faxes over a web user interface

    Customer Benefits

    The customer was able to boost their efficiency and save costs by:
  • Timely communication with its clients without costly errors or delay
  • Cost savings from less paper, filing cabinets and manual efforts
  • Increased client satisfaction from faster response time and quality service

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