TokOpen & TokAM Case studies

TOKOPEN HELPS TOSHIBA ADD VALUE IN NEWLY LAUNCHED SOLUTIONS BUSINESS

- Web-based PDF files capture and management

Tokairo partner Toshiba TEC Imaging Systems, who adopted TokOpen as a reseller, have now chosen the system for their own internal document management solution. Following a successful pilot application, the company is now poised to roll TokOpen out across it's headquarters operation.

The pilot was to provide a reliable and friendly channel of communication between Toshiba and its 50-plus dealer network throughout the UK for delivery of technical manuals, bulletins and product service updates. Previously this had involved receiving material from the company's parent in Japan, copying it and posting it to individual dealers. The procedure was slow, inelegant, inconvenient for dealers who might have to print further copies themselves, and there was always the risk of material getting lost in the post - or at the dealer's office.

Now, all the technical information is lifted from an internal Web site and imported as PDF format files into TokOpen which is accessible via a link from the Toshiba dealers' "In Touch" Web site. Dealer service personnel now have instant access to the latest information, can perform full text searches to ensure they have the most relevant information, and provide a better service to their customers.

In the past, if a service engineer at a customer site needed to check on recent fixes or earlier identified faults, he would have had to call his office, arrange for a colleague to find the relevant document and if necessary, have it faxed to him. Now the same engineer can access the information over the Internet via a PC in the customer's office. TokOpen's full text search abilities are also used to locate information rapidly in Toshiba's Tech News internal fixes and faults bulletin and in the minutes of Toshiba's dealer forums.

A member of the world-wide Toshiba Group, Toshiba TEC Imaging Systems is a leading provider of network document management solutions to users across the whole spectrum of business and industry. These range from major corporates through small and medium-sized companies to individuals.

The company's products range from personal desktop digital multi-function devices that fax, scan and copy - to high volume production systems that can produce 160 pages a minute. The Company partners with suppliers of complementary systems whose products and solutions augment its own offerings. Among these is Tokairo, whose TokOpen document management system is included in Toshiba's portfolio as part of a drive to penetrate new growth markets.

The Company has a very extensive network of dealers and resellers - over 50 - covering the whole of the UK and Northern Ireland, including dealers with specialist market knowledge and expertise.

A prerequisite for membership of this network is a high level of dealer commitment and investment. Criteria include well trained and qualified sales and service personnel, comprehensive networked facilities to demonstrate business solutions, and monitoring and benchmarking of service performance. In return, Toshiba provides its accredited dealers and resellers with a high level of support through its reseller programme.

A particularly important area is the distribution of technical information in manuals, bulletins, product information updates and a variety of other documents covering modifications to equipment and procedures. There are dozens of these every month and the information contained in them is vital to enable dealers to maintain service and repair quality.

In the past this information was received by Toshiba from Japan and Germany via an internal Web site. Details had to be lifted off the site, sometimes rewritten, printed and then distributed to individual dealers by fax and posted as hard copy.

"It was pretty time-consuming, not the most elegant way of distributing information, and left the dealers with piles of paper that often had to be copied again at the dealer end if multiple copies were required," says Toshiba Senior Technical Support Specialist George Phillips. "At that time we didn't have a document management system - it was an entirely manual process".

Then, in 2000, Toshiba and DM specialists Tokairo entered into a partnership agreement by which Toshiba would become a reseller for Tokairo's TokOpen document management system that continues today. "We had already identified the need to implement our own internal DM solution and as we had taken on Tokairo's system it seemed natural to accept that the reasons we adopted it to resell were just as valid for using it ourselves".

The technical documentation operation was chosen as a pilot on the grounds that was a good model for larger applications and was a safe test bed in the sense that the application was not critical. "We wanted to provide a reliable, accessible and easy-to-use channel of communication to the dealers that we could manage more efficiently".

Now, the technical information from Japan is still received via the internal Web site as before. However, instead of being printed out, the PDF format files are directly imported into the relevant folders in TokOpen where they are immediately accessible to dealer personnel via a link from Toshiba's dealer "In Touch" Web site. The volume of documents is currently not large - 40 to 50 a month, with an initial historical backlog when the system was installed of around 2,000. However, the issue for the initial pilot was focused more on providing a friendly, quality solution for dealers.

"It's been very effective," says Phillips. Benefits include dramatic time saving, easier management of the whole operation, ability to update the information very quickly on an ad hoc basis, elimination of paper and improved support for the dealers. A particularly useful feature is the fact that dealer service personnel can access TokOpen over the Internet from a PC on a customer site to get the latest information. Before, he would have had to phone his office and get a colleague to look up the relevant manual or service procedure update - and if necessary, fax it.

Since it was initially installed for delivery of technical information, the system continues to be developed. For example, the company's Tech News internal newsletter is on TokOpen where the system's full text search capabilities make it easy for a service engineer to look up previously identified faults and fixes extremely quickly. Also now on TokOpen are the minutes of the various dealer forums that Toshiba organises. Other similar developments are planned for the department.

The next phase for the Technical Department is to put all call reports on TokOpen. These are generated following Toshiba visits to dealers. Sometimes there are merely formalities; sometimes they address a serious customer issue. Currently, they are keyed into a spreadsheet so that Toshiba's service management can review and analyse the issues for action.

"This is time consuming - managers have to manually trawl through the information," says Toshiba Solutions Business Manager Paul Donohue (see above picture). "By putting these reports on TokOpen we can use the system's powerful search ability to immediately identify similar issues with other dealers, other relevant issues with the same dealer or customer and check on how resolution was achieved or why issues remain open and unresolved. Importantly, we can tailor search criteria for individual cases".

Now, Toshiba is planning to roll out the use of TokOpen across its UK headquarters operation. Initially, this will be in accounts payable, sales order processing and in the service department. Expected benefits? "Reduced information retrieval time, improved security, reduced paper storage requirements and improved information flow," says Donohue.

"For example, we run several accounts consolidation reports every month. Currently this has to be printed out for manual inspection. It involves hundreds of pages for each run. With TokOpen's Enterprise Report Manager (ERM), this information can be captured directly from our corporate AS400 without scanning or printing, and then be subjected to intelligent searching by specified topic".


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