TokOpen & TokAM Case studies

LEADING KITCHEN APPLIANCE FIRM COOKS UP A FINE DM SOLUTION WITH TOKOPEN

- Using TokOpen to steamline finance opetations

The One One of the leading and fastest growing UK kitchen appliance suppliers and installers - Hemel Hempstead based DBD Distribution - has streamlined its strategic business and financial processes with Tokairo's TokOpen document management solution.

Supplied by Tokairo's reseller partner OHM Data Services who use TokOpen themselves, the system is providing DBD - www.dbdltd.co.uk - with a reliable, secure and rugged IT environment to support the company's 20 per cent rapid annual growth rate.

It replaces a former paper-based manual system and is being used primarily for sales order and supplier invoice processing and Proof of Delivery/goods received notes processing. The system is now being rolled out across all departments for all management and support staff. Key benefits include dramatically improved POD query resolution, faster and more accurate contract notes processing, and full integration with existing applications such as accounting and reporting.

Other benefits include significant cost savings, elimination of the need for paper storage space, a complete back-up and disaster recovery solution for a seven-year back file archive and more focused reporting. Time taken to access data on day-to-day individual transactions, such as POD query resolution, is down to seconds instead of - typically, with the former paper system - up to half an hour.

The bottom line is a tighter management grip on the business, and sharper competitive edge through raised service levels and improved customer satisfaction.

Based in Hemel Hempstead, DBD Distribution is one of the country's leading suppliers and installers of kitchen appliances to the building industry. Running over 100 deliveries a day, the company's products are used by such major players as Laings, Taylor-Woodrow, George Wimpey and Barret Homes.

Contracts on large developments often run for years and in a highly competitive market, the ability to provide trouble-free supply and resolve delivery queries rapidly and accurately is crucial. Since the company was established 13 years ago growth has been rapid and is now running at 20 per cent a year. Although a mature IT user, business processes were entirely paper-based.

"As the business grew it became obvious that we needed to get rid of the paper," says DBD IT Manager Neil Barnard. "Document volumes were increasing. Bulk order contracts, for example, often contain a huge number of pages, and because many building developments can run a long time, we needed to be able to pull out files that might go back several years. We also have to keep all files for seven years for compliance. We had a warehouse full of them".

"With around 100 deliveries a day, we needed to be able to establish proof of delivery professionally and resolve POD queries rapidly and accurately. This was frequently a nightmare and actually getting hold of the necessary paperwork could take up to half an hour".

Eventually, the company bit the bullet. However, with so many apparent alternatives available, finding the right solution was a challenge. "We looked at a number of options from notionally leading DM suppliers," says Barnard, "but we wanted to get it right first time. Because we are growing so fast we wanted a solution that would grow with us and not have to be replaced in a couple of years".

"We wanted something rugged and heavy duty that had proved itself in similar demanding environments - and, very importantly, a system that would integrate easily with our existing applications, such as Dimensions accounting and Crystal reporting. Easier said than done".

Eventually, the company consulted its computer hardware maintenance and support supplier whose sister company - OHM Data Services - offered a DM system it used itself for its own high volume scanning bureau business and for which it was a reseller: Tokairo's TokOpen solution.

"We reasoned that if the system could cope with such a tough operation it was going to be able to handle ours," says Barnard. "We also liked the modular approach which enabled us to only use the parts we needed initially - and extend as our needs grew. A key factor in our selection was the ability to integrate with existing applications without the need for redevelopment".

DBD took the system's core technology with TokOpen Sorting Office to handle document scanning and TokOpen Web to provide easy, familiar screen browser access. "We're already looking at extending the initial implementation with TokOpen's Workflow module," says Barnard.

"The database is in SQL which we were already using and the Web interface makes it easy to share information without additional software. There was also the ability to search literally huge volumes of documents quickly and easily". "Extending the Web access functionality means that document access can be offered directly to customers".

And we liked the way it could be easily tailored to meet our particular needs. For example, with TokOpen Sorting Office, on all delivery notes we can print an SOP number as a bar code so that when we scan it in, the system automatically reads the bar code and batches it under the relevant heading, with no need to key in any additional information. This cuts down on input errors and speeds up the whole process of inputting documents".

"We also found it easy to add screen buttons for particular functions. For example, we've got one for when we look up an SOP in Dimensions; another for POD queries that instantly pulls up all order documentation - so we can handle a query there and then without spending ages looking for paper and having to call the customer back".

A major benefit is comprehensive and reliable disaster recovery. All files are backed-up daily with copies stored securely off-site. "Previously, we kept a couple of months files in the office with the rest in the warehouse," says Barnard. "Quite apart from the sheer nuisance of having to physically transport the documents, we were vulnerable if there had been a fire. The files would have disappeared. Now we don't worry".

"As a result, we now have a streamlined system that lets all users - over 40 management and support staff - have literally immediate access to any appropriate file. There have been significant time and cost savings, with personnel freed to handle other tasks and cope with the business expansion more effectively".

"All in all it has given us a better grip on the business with enhanced reporting, input errors are down, nothing gets lost, everyone knows where to find the information they need and - most importantly - we're providing a better service to customer. In today's business climate, service is crucial. In fact when we're pitching for business and briefing customers, we demonstrate the system's functionality to show how our service is superior. It is giving us real competitive edge".


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