TokOpen & TokAM Case studies


LEX VEHICLE LEASING DRIVES TO DM SUCCESS WITH TOKOPEN


One Storage and management of documents relating to their fleet of over 120,000 vehicles is now being handled for Lex Vehicle Leasing, the UK's leading company car and van specialists - www.lvl.co.uk - by Tokairo's TokOpen document management and workflow system.
For each vehicle, Lex have to maintain an extensive file of documents, including ownership forms, contracts and a variety of other material. This includes documents regarding accidents to vehicles owned by the company, such as letters from repair garages, solicitors' letters and invoices for work that has been completed.

The documents have to be stored securely yet also be easily accessible to various departments - at three locations: Manchester, the firm's main operating office, as well as Marlow in Buckinghamshire, and Stirling in Scotland. Under a former, mainly manual paper system, there were often delays in tracking down relevant documents and getting them to staff who required access. Documents could often be misfiled or lost.

Now, using TokOpen, Lex is scanning all these documents directly into their system from which they are instantly available to authorised personnel anywhere in the company over Lex's network and using TokOpen Web - via any Web browser. Original documents are stored safely and because in most cases mere copies are sufficient for working use, the originals are safe from loss or misfiling.

The result is a streamlined business process that provides rapid, reliable and secure access to all documents, enabling Lex staff to respond more quickly and professionally to queries from customers and suppliers, and provide a better service. And because the original documents - once scanned - are stored securely, the system helps Lex better meet its regulatory obligations. The system was sold and installed by Northampton-based Tokairo channel partner Datatrade - www.datatrade.co.uk - who also provide ongoing consultancy.

In 1999, Headquartered in Manchester, Lex Vehicle Leasing are the country's largest company car and van specialists. A joint venture company owned by Halifax Bank of Scotland and the RAC, it serves around 20,000 UK businesses including two thirds of the FTSE top 100 firms. Its rapid and sustained growth has set it firmly on course to become the leading full-service leasing company in Europe.

Highly customer-focused and sales-driven, Lex has an established reputation for quality, with many awards, including the 2003 "Fleet Excellence" award for Best Contract Hire Company. It has also achieved quality management certificate ISO90001/02 for high standards of business processes and systems, as well as environmental certificate ISO14001. The company employs over 600 staff at three sites - Manchester, Marlow in Buckinghamshire, and Stirling in Scotland.

"The leasing business generates a large number of documents for each vehicle," says Lex Service Delivery Manager Debbie Morgan. These include, for example, V5 ownership forms, as well as contracts, and correspondence from clients, solicitors and repair firms regarding individual vehicle accidents and repairs. These have to be available to a variety of departments throughout the vehicle's life, and our former paper-based filing system meant that sometimes there were delays in getting the right documents to the right people - and there was always the risk of mis-filing or just losing them".

As Lex's business grew, the company recognised the need for a professional document management solution to speed up the process and maintain its high standard of service to customers. A mature and experienced user of IT, the company's main applications run on Sun Solaris with an Oracle database.

"Because our business is all about service, we wanted a system that was rugged enough to handle a very demanding application, reliable, easy to use and fitted in with our existing applications without too much tailoring," says Morgan.

"Tokairo's TokOpen system met all these requirements and also offered the ability to provide Web access via our own network to users - currently over 40 but expected soon to double, with several users per machine". The system was installed by Tokairo's reseller Datatrade who also provide on-going consultancy and support. The implementation was trouble-free and the system didn't require customisation - we used it pretty much out of the box".

The three main initial areas of use are storage and management of documents relating to accidents, with the volume of scanned letters ranging from 60 to 150 a day, storage of V5 vehicle registration documents, and contracts. "The system allows individual users to scan incoming post and other relevant documents and assign them to the relevant departments," says Morgan. "Key index fields are retrieved via ODBC queries".


The storage of the V5 registration documents - the log books - presented a particularly challenging task. "With over 100,000 vehicles on our books, that's 100,000 V5s and new ones coming in at the rate of 150 a day," says Morgan, "and they have to be kept and accessible for as long as we own the car. "For example, they need to be referred to if there is a police, insurance or accident query or if a customer needs to replace a broken number plate or lost ignition key".

The solution was TokOpen's Sorting Office module that is set up to enable users to scan in documents and use a combination of DokuStar OCR and ODBC query for the index fields. Because in most queries relating to a V5, only a copy is required, so once scanned, the original document can be securely removed to the master file, which removes the possibility of losing or mis-filing them. Now being rolled out across the whole company, the system is to be extended to cover congestion charge notices and other relevant documentation.

The same process has also now been adopted to store and manage individual contracts, with originals, again, kept in the master file. So far around 80 per cent of historical contracts have already been scanned in, with scanning of the remainder due to be completed shortly. New contracts signed are scanned in straight away. Altogether, Lex purchased three TokOpen Sorting Office licenses and one TokOpen Web license.

"The result is a significant improvement in efficiency and staff productivity." Says Morgan, "most importantly a better service to customers and suppliers. We don't lose anything and staff have virtually immediate access to any required document from any web browser. It has made a real difference".


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