Case Studies

Challenges

The Company has to deal with thousands of customers and members' records, application documents and submitting files, it often requires excessive resources to prepare, copy and transfer those highly sensitive files. And increasing customers ask for electronic copies for document recording and safety assurance purposes.

Healthcare records often appear in multiple formats. For example, one patient will have documentation in Word, Excel, PDF and image file formats. The Company needed to combine all these formats into single, searchable documents that they could transmit to a variety of other stakeholders.

"They made the evaluation among various PDF software providers and settled down to PDFelement at last for its reasonable price and flexible licensing methods."

Besides, it's essential for handling piles of application and enrollment forms. In order to digitize the application process and save the cost of papers, the Company decided to deploy PDF software to initialize the paperless workflow. They made the evaluation among various PDF software providers and settled down to PDFelement at last for its reasonable price and flexible licensing methods.

Solutions

PDFelement's "COMBINE" feature is a simple, easy-to-use dashboard aspect that helps merge multiple format files into one PDF document. This new file is completely transmittable, by either email attachment or other file sharing programs.

"Wondershare PDFelement provides robust PDF protection technology by adopting the permission password and open password to drive the security of PDF documents to higher level."

And its comprehensive FORM function serves almost all the purposes related to forms, including creating forms, editing forms, filling out forms and signing on form. Document confidentiality is top-priority in the health care industry as clients care a lot about their privacy. Wondershare PDFelement provides robust PDF protection technology by adopting the permission password and open password to drive the security of PDF documents to higher level. It helps stimulate customers and members' confidence on the Company with the professional document format they can receive and save.

Result

The Company reduced the time and expense of re-creating new documentation from old, mixed files. Budget for work papers has been shrunk to a really low scale as PDFelement was implemented widely among its offices.

"he savings were so significant, several other franchises in the business also added PDFelement to their software suites to improve corporate profitability."

Staff reported that using PDFelement is quite simple with its Word- like interface and the Search function helps a lot when they tried to figure out which menu they need to click. The savings were so significant, several other franchises in the business also added PDFelement to their software suites to improve corporate profitability.

PDFelement's robust protection technology ensures the document security which the Company values much. And its customers are happy for the high-level confidentiality for the documents they hand to the Company. The Company earns wide-spreading reputation for its excellent service and customerrelationship sustaining.

Challenges

As a consulting company which reaches wide-range consulting business for various industries. The Company has to allocate a great amount budget on paper and human resource to working on paperwork. Besides, company's business involves pile of documents on behalf of its clients and most of those documents require clients' signature for authorization. With so many documents to be handled with, the company admitted that they had to arrange manual resources to take care of the documentation collection, arrangement and even the mailing process. Besides, the company realized that it's time to take action to standardize the documents transmission process for their clients, which is expected to , they believe, bring up clients' confidence on their service and leads the business more professional.

"Based on their research, they reached to the point that PDFelement will prevail to fit for paperless work trend."

Information Technology is included in the company's consulting services. It aims at providing the reasonable plan to help their clients determine the technology capabilities needed to sustain long-term development. To reach this goal, the Company's Information Technology team goes deep into the IT technology applied to industries. Based on their research, they reached to the point that PDFelement will prevail to fit for paperless work trend.

Solutions

Wondershare PDFelement serves the purposes of creating, converting, protecting PDF documents. Filing the PDF documents becomes much lighter and easier without incredible amount of paper to be carried among different offices. With PDFelement to handle documents, budget on papers and postage has been reduced by large-scale.

"With PDFelement to handle documents, budget on papers and postage has been reduced by large-scale."

The legislation for e-signature validity has passed over 10 years among lots of countries. As the Company reported, increasing clients tend to use e-signature and apply it to their official or legal documents for faster documentation flow. No need to sign documents manually and mail it to consulting company. They found this truth pleasing as it means cost-shrinking on human resources and various paperwork. PDFelement supports application of e-signature and the Company encourages its clients to use e- signature on the official PDF documents to shorten communication workflow.

Result

Wondershare PDFelement provides flexible licensing options, which meets the Company's needs for its franchise groups all over the world. And the simple IT transition process saves time on installation and wide-range deployment. The Company also finds it quite simple to manage the software distribution with multiple software packaging options. And its staff report that the learning-curve is short with the user-friendly interface and smooth PDF functions.

"Another key benefit that the Company found implementing PDFelement is that it helps save money in three ways: less printing fees, postage cost and penalty fee."

Another key benefit that the Company found implementing PDFelement is that it helps save money in three ways: less printing fees, postage cost and penalty fee. Efficient documentation workflow with PDFelement saves time on mailing and signing documents, so as to minimize penalty fees for late payment, review or lodgment for either clients' end or company's end.

Challenges

Property description pages are always saved in PDF format, but need constant changes and updates. Usually, the sales team would print up a document, make handwritten changes or additions, and then have their support team re-type the entire document into a new presentation. This wasted time and money for the sales and the support teams.

Agents are always working with paper documents which created a major struggle, since the agents spend most of their time on the road meeting clients and showing properties. It's common for agents to make several trips between a client's home and the office to review contract papers and obtain signatures. These trips ate away at valuable time that agents could have been using to make other sales and scout out new properties.

Solutions

Agents at Merriman Realty love the EDIT and ANNOTATE features of Wondershare's PDFelement. Now, agents simply access the existing document, type in the changes they want, add some stars and arrows to highlight special or new property features, then save and print their potent new sales tool.

PDFelement truly helped agents and staff embrace the digital format of PDF documents. Agents were easily able to transmit documents via email between staff and clients, and even reduce road trips by signing PDFs with their electronic signature.

"PDFelement truly helped agents and staff embrace the digital format of PDF documents."

PDFelement has the added benefit of a user-friendly and familiar interface. Agents found it so similar to using Microsoft Word that they required little to no training time to get started. One agent, who previously remarked, "I just want something that works like Word," was ecstatic to learn that she already knew how to use the software.

Result

Merriman Realty found PDFelement to be an extremely affordable solution. Implementing a powerful PDF solution like PDFelement ultimately saved time and money for Merriman's broker, support staff, and individual agents.

"Implementing a powerful PDF solution like PDFelement ultimately saved time and money for Merriman's broker, support staff, and individual agents."

The savings were immediately noticeable. There was a considerable drop in time wasted on printing and reprinting documents, and the powerful new documents actually helped increase sales within weeks.

Challenges

The firm faced several major challenges: turning paper receipts from their clients into searchable and manageable documents, handling sensitive documents from clients, and document portability that allows access to documentation while company personnel are away from the office.

Solutions

"Staff use PDFelement's encryption feature to apply a unique password to each client's collection of PDFs. "

With the Optical Character Recognition (OCR) feature, accountants and support staff quickly scan and easily capture all paper receipts and documents (using their Smartphones) into PDF files. Then using the Bates Numbering feature, they include accurate search-and-retrieval functions for all documents. Staff use PDFelement's encryption feature to apply a unique password to each client's collection of PDFs. Finally, staff members are able to integrate Dropbox, Google Drive, and Evernote with PDFelement and access any PDF documents from any location where they can connect to the Internet.

Result

The Company reduced the time and expense of using a scanner to convert simple paper receipts into controllable, portable and powerful documents. Clients loved the confidentiality and accuracy of the system, plus the ability to upload and download documents effortlessly.

"The team at the Company quickly adapted to the use of electronic files and saw tremendous benefit from working with PDFelement."

The team at the Company quickly adapted to the use of electronic files and saw tremendous benefit from working with PDFelement. Staff was no longer backlogged with sorting through paper documents, and they were able to spend more time with clients and even take in new business.

Challenges

The Company is always concerned about the standardization of construction documents. It's common for their architecture designer saving the design draft as PDF format for specific range transmission among the architect team as they need the design looking the same on every computer. If saved as other formats, distorting and improper modification may happen on clients' ends.

"The Company requires the PDF solution to be capable of converting documents of various formats from or to PDF file without quality loss, especially for the design draft."

With files of multiple formats to be handles, such as CAD, contracts, design scheme, the Company requires the PDF solution to be capable of converting documents of various formats from or to PDF file without quality loss, especially for the design draft.

Building designers reply more on the editing and annotating functions when using PDF solution. Details notes are made when they view design drafts in PDF format and the notes should be placed precisely at the point they expect to ensure accuracy.

Solutions

Wondershare PDFelement is easy to use, according to staff from the Company, and it can be used widely in the company from clerk to designers, and even the workers from the construction site. They like the modern design of user interface and find the way to use different buttons quite convenient and fast.

"PDFelement's supports cross-devices operation with versions for Windows, Mac and iOS operation systems. "

PDFelement supports cross-devices operation with versions for Windows, Mac and iOS operation systems. Designers are able to make modifications or add notes to the PDF format draft on the site no matter when new ideas or suggestions are brought up.

The Company thinks highly of PDFelement for its quality service. Flexible licensing options bring great relief to company's IT department as they can select various license modes for different departments with a most suitable program-licensing mode. Business priority technical assistance is always there before or after purchase, which assures the smooth installation and IT transition process.

Result

The savings were immediately noticeable. There was a considerable drop in time wasted on printing and reprinting documents as well as human resources working on those files. Costs on papers have been happily cut and the money saved was reasonably allocated for company's sustainable development.

One of the features that are popular among designers is the ability to organize and edit multi-page pages. They can insert, replace or split pages, add annotations or tips to elaborate their design and send to customers for better mutual understanding and positive impression.

"One of the features that are popular among designers is the ability to organize and edit multi-page pages."

Clients loved the confidentiality and accuracy of the system, plus the ability to upload and download documents effortlessly. Positive reviews and compliments for professionalism have been gained from clients by adopting the professional document format.

Challenges

In 2010, a Sustainable Banking team was built within the Bank, aims to assist the Bank's key clients for environmentally-friendly and socially-responsible transactions. The team meets the growing needs of the Bank clients for access to financial advice about projects aimed at both financial profitability and social and/or environmental impact (poverty reduction, job creation in disadvantaged areas, environmental footprint minimization, etc.) And they decided to turn to paperless workflow.

"Flexible volume licensing options are required as the Bank needs the PDF software implementation to vary among different groups."

It's critical for the bank to find a reliable documentation software provider to fulfill all the paper work purposes, like creating files, editing documents, viewing and scanning, and the document format should be professional and widely accepted by their clients.

Flexible volume licensing options are required as the Bank needs the PDF software implementation to vary among different groups. Plus, documentation protection is prioritized among the rules of selecting PDF solutions as high-sensitive documents involved in banking business and the Bank values this a lot for their clients.

According to a head figure of the Company, the PDF solution should also be able to work with the Citrix desktop as almost all users use Citrix service, which becomes the elementary requirements for the PDF solution.

Solutions

To test the performing environment, PDFelement offered test version to run in the Citrix environment and provided constant technology aid as well as considerate customer service. The test version succeeded in working with Citrix system and the Bank was impressed by PDFelement's smooth operation and excellent service.

By adopting Wondershare PDFelement, the Bank reported substantial reduction on the cost of document papers and printers. The document transmission process speeds up almost double times as before by saving the time working on writing on the papers and printing the documents.

"Users in the Bank embraced the technology transformation from papers to electronic documents with Wondershare PDFelement."

Besides, formal document format has been standardized, which, according to the Bank's clients, is quite professional and reliable for them to receive electronic documents in PDF format. Users in the Bank embraced the technology transformation from papers to electronic documents with Wondershare PDFelement. They can view the files, create PDF pages and convert the files from or to PDF any time as they want. All those functions are quite clear and simple, as they said. And they like it as it never bothers them to take a deep look at how to work with PDFelement which is featured with its Word-like user interface.

Result

"The Bank has experienced an increase in efficiency with fast PDF creating, converting, organizing, combining and secure protection functions."

The Bank goes further on their road to paperless workflow and environmental-friendly business with Wondershare PDFelement. ROI has been driven to high level without heavy cost on paper source and human sources. The Bank has experienced an increase in efficiency with fast PDF creating, converting, organizing, combining and secure protection functions.