Background A prominent housing association located in the East of England and responsible for more than nineteen thousand homes began a programme to modernise how documents and records were managed across the organisation. Although one legacy electronic document and records management system had been structured effectively for some core tenant information, the broader document landscape had become…
US Municipal Background · Population: ~118,214 residents · Area Served: 18.4 km² · Employees: 5,000 Providing Public Safety, Public Works, Community Development, Education, Libraries, Cultural Services, Social Services and Regulatory Functions The Challenge A US municipal government, established in the early 1600s, recognized that its document and records management processes had become fragmented over time….
The Challenge A UK local authority delivering essential services such as housing, education, social care, and environmental management required an alternative to its legacy document management system. The platform had become outdated and lacked sufficient support. The supplier’s proposed replacement, did not offer feature parity and had received negative feedback from other Councils. As a…
State Government Agency Overview The Challenge The agency transitioned to a Dynamics 365 Customer Engagement (CE) solution to manage legal matters, customer interactions, and related activities. While Dynamics 365 CE is well-suited for case management and CRM functions, its native document management capabilities are limited. As a result, the agency continued using a third-party EDRMS,…
Council Overview The Challenge Over time, the Council accumulated millions of records, from critical social care files that inform ongoing support plans to planning documents and architectural drawings still referenced in current developments. With information stored in both physical and digital formats across various departments, the Council needed a unified solution to streamline access and…
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