Category Archives: Media Releases

Industrial Service Firm – Case Study

From its 30 locations and 11 maintenance facilities located across the United States, this client provides tank cleaning, hose testing, hydroblasting, IBC services, hose and fitting consignment, ISO container cleaning, interior and exterior van cleaning, exterior tractor and trailer cleaning, and maintenance to its huge industrial customer base. For more than 40 years, the company has been a leader in its field, supplying the tank truck industry with expert knowledge, dependable security, and a consistently high level of service. As the chemical transport industry has changed and grown, it has adapted its processes to meet the needs of its customers and stay at the top of its service category.

The introduction of the FileBound Document Management Solutions has streamlined the entire company’s invoice processing system and greatly reduced costly loss of wash tickets.

The Problem

The client is an industrial service company that is growing with its customers. With 30 locations and 11 maintenance facilities, a lot of paperwork is gener- ated each day and there is a lot of room for error, lost documents and slow invoicing. The company has experienced them all. Each time a wash ticket was generated, it slowly made its way back through accounting and ultimately became an invoice sent to the customer. However, by the time it reached the client, the service performed was a distant memory, and it was often difficult to establish a clear paper trail to document the service. It was clear, the company’s behind-the-scenes document management needed to be upgraded to keep up with the state-of-the-art expert services it was providing on the front end of the business.

The Solution

FileBound Document Management provided the solutions needed to streamline operations and bring the back office systems up to speed with the high quality service delivered on the front end. FileBound allows the company to quickly and efficiently integrate all the wash tickets generated across the entire organization and shave days, even weeks off their invoice processing. Employees now scan each wash ticket into FileBound. Once entered, the ticket is processed through the system where additional client information is electronically pulled from the GP database. An invoice is speedily created and delivered by mail, fax, or email, depending on the client’s preference.

FileBound Results

The introduction of the FileBound Document Management Solutions has streamlined the entire company’s invoice processing system and greatly reduced costly loss of wash tickets. Customers appreciate the efficient service and employees like being able to provide background information on a sale instantly when a client inquires. If a discrepancy ever arises, they can quickly make corrections to everyone’s satisfaction. FileBound has brought the back room up to the level of the services and efficiency the organization’s clients have long received from the company.


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