TokOpen & TokAM Case studies

TOKOPEN IS PLATFORM FOR GROWTH AT SODEXHO PASS

- Tokairo's document management/workflow system provides firmer grip on business process management, improves control and cuts costs

Based in Camberley, Surrey, Sodexho Pass Ltd - www.sodexhopass.co.uk - provides voucher and card services to a wide range of public and private sector organisations. The company is part of the Sodexho Group - www.sodexho.com - on whom three out of four UK FTSE 100 firms rely to deliver cost-effective solutions to their employee or hospitality catering, or to deliver support services including cleaning, reception, switchboard and help desks, mailroom, reprographics and grounds maintenance.

In the UK and Ireland, Sodexho provide catering and a range of support services to clients in the business and industry, education, healthcare, leisure and defence sectors.
The group has a presence in 76 countries, employs over 320,000 personnel and achieved consolidated revenues of €11.5 billion in 2004.

An international leader in voucher-based systems, Sodexho Pass is active in over 27 countries throughout the world, issuing over 1.6 billion vouchers each year to over 320,000 clients. Expertise extends across a broad portfolio of voucher services. These include childcare, meals, food, petrol, training courses, healthcare, eye care, travel and gifts. A major area of growth for the company is their Childcare Choice voucher scheme - http://www.childcarechoice.co.uk .

Now Sodexho Pass is using Tokairo's TokOpen document management and workflow system to handle purchase and sales invoicing, expense and asset management and purchase order processing.

Key drivers

These included the need to better manage and facilitate the flow of document-based information around the organisation through effective workflow technology; improve document storage and archiving; faster access to data for users; reduce paper storage costs; and generally a tighter grip on a business that was expanding rapidly.

A key requirement was that the adopted solution - implemented by Tokairo partner Xpro Services - www.xpro-services.co.uk - would integrate easily with Sodexho Pass' existing iScala financial accounting system - www.scala.net.

"We were looking for both a workflow and document management system that would improve our efficiency and give us a surer control over the diverse business processes, particularly in the area of financial applications where we employ the established iScala accounting package," says Financial Accountant Heather Young.

"Formerly we operated a traditional manual paper-based system. However, as the business grew so did the volume of paperwork. For purchase and sales invoices, bank statements and general financial working papers, for example, this represented literally thousands of documents, all of which had to be stored in filing cabinets".

 

Key reasons why Sodexho Pass selected TokOpen

"Initially we considered a number of options," says Ms. Young. "These included off site archiving and archiving onto CD, but we wanted a more comprehensive solution that could both automate the document management processes and introduce workflow. For this, a computer-based system was required, and it was important that it would integrate with our iScala financial accounting package".

"We looked at a number of prospective suppliers and system integrators and eventually came across Xpro Services who recommended Tokairo's TokOpen system. Xpro and Tokairo seemed to know what they were talking about. The system was demonstrated as practical, easy to use with familiar look and feel, robust, scalable and provided the powerful workflow functionality we were looking for".

How TokOpen helped

"Currently, we have 15 users running the system and this will increase shortly to 30. Our initial focus was on sales invoicing. It now takes a matter of minutes to capture all the sales invoices on TokoOpen electronically; I dread to think how many hours it would have taken manually. We would have needed someone to do it full time. Now order details are passed straight from our production system to iScala, the invoices are emailed to our clients and captured in TokOpen so we have no need to print the invoices to paper. Thanks to the TokOpen indexing system documents can now be retrieved using various criteria unlike a traditional paper based filing system."

 

They are now moving to use the system to cover purchasing, workflow will be used to route invoices to relevant managers for authorisation, speeding up the whole process whilst keeping an accurate track on the status of transactions. Sodexho Pass is also planning to roll out TokOpen to other areas of the company's business including human resources and production.

Key benefits bestowed by TokOpen include a more streamlined financial business process with more rapid and accurate sales invoicing, improved management reporting and improved access to purchase invoices with significantly reduced time in retrieval of documents. There is improved overall management supervision and a tighter grip on the business.


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