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Case Study: DocuRouter
Project Email and Fax Filing
Time Card and Expense Report Processing
Project Email and Fax Filing
Situation
As one of the world's leading engineering service companies, the customer 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 communications records from multiple sources.
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 manage and control all project-related information
Secure access and retention of critical business information records
Capture, track and manage project related e-mails and faxes electronically
Ability to search any project communications record electronically
Customer Benefits
The customer was able to boost their efficiency and save costs by:
Timely communication with their clients without costly errors or delay
Cost savings from less paperwork and manual efforts
Increased client satisfaction from faster response time and quality service
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Payroll and Expense Report Processing Automation
Situation
A leading application service provider that offers payroll and expense report processing
services to independent professionals, sales agents and consultants was looking for ways to
reduce the manual efforts of matching paper documents and typing data into their Payroll and
Expense Report backend business applications.
Many of their clients send the time cards and/or expense receipts using various communication
channels—email, fax or postal mail. Their existing process of handling these documents was
very labor intensive and error prone to lengthen the time required to complete these transactions.
The Solution
Softlinx delivered a DocuRouter-based, intelligent document routing solution along with Softlinx’ ReplixFax messaging system. The fax and email source connectors, the file destination connector and the OCR engine are part of the total solution.
The solution features provide:
Automated Email Document and Data Capture
Automated Fax Document and Data Capture
Delivery into Enterprise Backend Application
The solution automatically captures inbound emails, faxes and scanned paper documents,
extracts key information contained in each document, and delivers them with associated documents
to a specific file system directory location, ready for the backend business application
to process them.
Customer Benefits
The customer was able to boost their efficiency and save costs by:
Fast turnaround time to process compared to manual handling
Elimination of costly errors from manual keying in data
Save costs from reduction of staff overhead
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 Data Sheet
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