The challenge
Over 250 statements each month were produced manually by printing documents from Sage Line 50, folding these into envelopes and posting them out to customers. This process was costly and involved valuable staff time that could be better used elsewhere. When a new member of staff joined Metcalfe with experience of using Spindle Document Distribution in the charity sector, it seemed an ideal time to make a change.
The solution
After having Spindle Document Distribution installed, monthly statements are now generated and emailed to customers, so postage costs have reduced dramatically. With Spindle Document Distribution monthly statements are generated and emailed to customers, so postage costs have reduced dramatically. Documents are then archived automatically, improving document filing and streamlining business processes. The greatest benefitto the organisation is time saved. Members of staff are no longer wasting time on what Metcalfe viewed as menial posting tasks – folding statements, sending out copy invoices, issuing remittance advices and reports, putting these into envelopes and posting them. Time saved can be better spent working on credit control and other specific and more productive activities. Metcalfe is now setting up Spindle Document Distribution to generate invoices in the same way as statements, which will save the business more time and money in the future.
The results
Solution paid for itself within 3 months of being installed.
Hundreds of pounds saved in postage and stationery costs.
Thousands of pounds in man-hours saved.
Saved time and improved efficiency.
Products
Document Distribution
