Case study: From manual handoffs to automated workflow processing
PRODUCT
EasyDocMgt - Document Management with Workflows
TEAM SIZE
5 people
DEPLOYMENT TIME
12 weeks
A business services firm manually collected client documents via email and physical submission, then routed them through Finance, Compliance, and Legal departments for approval. Document handoffs took 1-2 weeks, with lost emails, duplicate entries, and unclear approval status. Clients frequently resubmitted documents.
Product Used:
EasyDocMgt - Document Management with Workflows →Implemented EasyDocMgt with automated document request portal, department-specific workflows, multi-level approvals, status tracking, and automated notifications to clients and staff.
Document processing time reduced from 10-14 days to 2-3 days
Client document resubmissions dropped by 85%
Manual document handoffs eliminated across all departments
Approval visibility improved—zero lost documents in transit
Processing team productivity increased by 60%
Client satisfaction scores improved from 6.5/10 to 8.8/10
DEPLOYMENT TIME
12 weeks
TEAM SIZE
5
team members
PUBLISHED
Apr 2026
"EasyDocMgt revolutionized how we handle client documents. Before, documents would sit in email inboxes waiting for someone to manually forward them to the next department. Now, automated workflows route them instantly with clear approval status. Our Finance and Compliance teams no longer spend half their day hunting for documents. Clients love the transparency—they can see exactly where their documents are in the process. This single solution eliminated countless hours of manual coordination and significantly improved our client experience."
Published
Apr 01, 2026
Industry
Business Services
By
MLGLOBTECH Case Study Team