Experiencing rapid growth to over fifteen cities, this firm began to experience issues regarding document management governance. Client files were not only moving from auditor to auditor within the office with no control, they were also being sent to remote offices with no record of the move.

Excel spreadsheets were being used to track the client file information, but only included 50% of the active files. Each office had their own version of the spreadsheet which made consolidation impossible and consistency practically non-existent.

The OPUS Solution…

After reviewing all solutions on the market, Thoroughbred Technologies' OPUS iNET was selected from our suite of product offerings. OPUS iNET provided a web based interface that could track the hundreds of thousands of client files located throughout the US. Each file can now be easily checked out to auditors and transferred to other auditors or cities. Each movement is now captured in OPUS iNET and easily monitored.

With hundreds of users, OPUS iNET provides a very intuitive interface which minimized the learning curve, especially for the casual user.

File creation is rapid and color labels are being printed through a seamless interface with one of the large color label companies.