Case Studies


Nexus Image

About Nexus

Headquarters: Lawrenceville, NJ

Website: Nexus properties

Founded: 1979

Company Size: 51-200

Industry: Real Estate Development and Property Management

Download Case Study:

Nexus Case Study Download PDF Nexus Case Study Download

The Challenge

Before partnering with DocPlace, Nexus faced challenges with their document management system as they relied on manual indexing via Windows File Explorer, which became cumbersome as the company grew. Navigating through a complex folder structure made it difficult to quickly find essential documents as the portfolio expanded. Remote work posed additional challenges to access to documents.

The Result

Since collaborating with DocPlace, Nexus' document management system has become vastly more efficient. DocPlace’s Automatic indexing and filtered search bar capability sped up their document retrieval, along with its cloud access enhancing Nexus's remote collaboration. Consequently, Nexus' business operations have been transformed for the better.

Brownsville Multi Service Family Health Center (BMS)

BMS Image

About BMS

Headquarters: Brooklyn, New York

Website: BMS Family Health and Wellness Centers

Founded: 1921

Company Size:

Industry: Healthcare

Download Case Study:

BMS Case Study Download PDF BMS Case Study Download

The Challenge

BMS, burdened by its reliance on physical paper documents, encountered several inefficiencies. The finance department, inundated with paperwork, struggled to manage the complex approval process for payment requests. With multiple steps and potential points of document loss, the system posed risks and delays. Over the course of a year, the finance team grappled with processing 600,000 to 1.2 million new documents.

The Outcome

Using DocPlace, we established an automated process that enabled BMS to manage their documents efficiently in the cloud. This streamlined their operations by automating subsequent steps once a task was completed. The digitization of BMS’ documentation system resulted in significant time and cost savings for storage. With documents securely stored in the cloud, BMS could easily sort them by type, upload in bulk, and restrict access based on permission levels.

Additionally, a custom workflow tailored for BMS’ check request process eliminated the risk of document misplacement. By reorganizing their manual repository, BMS achieved improved compliance with privacy policies, HR regulations, and HIPAA. DocPlace’s technology ensures future documentation will seamlessly integrate into this orderly system, saving BMS substantial time.

Industrial and Commercial Bank of China(ICBC)

China Construction Bank

About ICBC

Headquarters: Beijing, China

Website: Industrial and Commercial Bank of China

Founded: 1984

Company Size: Largest Bank in the world by assets, totaling $4.02 Trillion

Industry: Banking

The Challenge

ICBC is the largest Bank in the world. We customized DocPlace to digitize all the Bank's documents. They can capture, index, organize and retrieve their documents easily and efficiently. This is accomplished without the wasted space of having file cabinets and paper documents.

An important area for the Bank was creating and processing Deal Tickets, which grew exponentially over time. Having employees handle this process manually was cumbersome, very expensive and fraught with the potential for human errors. The Bank needed dependable security on many levels.

The Outcome

Automated workflows for deal tickets was created for different departments. Manual payment workflows were created and implemented for the clearing department. The goal is that every department will have automated workflows. These automations provide incredible efficiencies with added security and ease of operations.

China Construction Bank(CCB)

China Construction Bank

About CCB

Headquarters: New York City, United States

Website: China Construction Bank

Founded: 1954

Company Size: Market Capitalization of $158 Billion

Industry: Banking

The Challenge

China Construction Bank, one of the largest Banks in the world, needed to reduce and eliminate their huge output and storage of paper documents. Their various departments generate an enormous quantity of deal tickets from operations. These were produced manually, and in paper form. Some basic problems with their paper documents were locating specific items, storage, security issues.

The Outcome

By designing and implementing DocPlace, the Bank went to a paperless environment and all their concerns were successfully addressed.

Update cookies preferences