FileTrail, Inc.

  


 
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Customer Snapshot



Investco Financial Corporation




           

Challenge


 

Solution


 

Result


 

Needed to manage records for over 200 projects and business units.

Needed to implement the company's first formal retention schedule.

Needed to win buy-in and compliance to newly standardized practices from staff on all projects and in all business units.

Wanted to reduce reliance on paper with a common platform to post and share imaged and electronic documents.

 

Selected FileTrail for its support of multiple-location management and full lifecycle records management.

Implemented FTRetention to apply schedules and automate disposition.

Leveraged the familiarity of FileTrail's browser interface and fast configuration to win staff support.

Selected FTImage repository to store and share images and electronic documents.

 

Each department and property has secured access to its own records, described in the way each desires.

Archiving and destruction dates are calculated automatically according to formal schedules.

The entire enterprise has standardized practices on FileTrail as a common platform.

Staff easily post, view and share electronic documents.



 
 
 
 
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FileTrail, Inc.
111 North Market St, Suite 715
San Jose, CA 95113-1108
 
Main Nbr:    408 289-1300
Sales:    800-310-0314
Support:    800-310-0299
 
 

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