Banking & Finance, Grocers, Franchises, Entertainment
Hotels, Casinos & Entertainment
Hyatt Hotels Corporation
Ty Warner Hotels and Resorts
Banking & Finance
American Chartered Bank
American Mortgage Company
Aon Consulting Worldwide
Aon Risk Worldwide
Associated Pension Services, Inc.
Bank of America
Board of Trade Clearing Corp
Chicago Board Options Exchange
Chicago Venture Partners
Citadel Investment Group, L.L.C.
Commercial Loan Corporation
Farm Credit Services
Federal Reserve Bank of Chicago
Fortis Clearing Americas LLC
Geneva Trading Chicago, LLC
Heritage Trust Federal Credit Union
Hickory Point Bank & Trust
HSBC - Buffalo, NY
HSBC - Mettawa, IL
HSBC Bank Canada
HSBC Bank USA--CA
HSBC Bank USA--NY
HSBC Bank USA--VA
HSBC Bank/Mt Prospect
HSBC Bank-New Jersey
Illinois Insurance Guaranty Fund
JP Morgan Chase
Lease Plan USA
LPL Financial Services
Merrimak Capital Company, LLC.
Mizuho Securities, USA
Northern Securities Analysts, Inc.
Oxford Capital Group, LLC
Oxford Capital Partners, Inc.
PSC Financial Corp
Pullman Bank & Trust
Scott Trade, Inc.
Southern Lakes Credit Union
State Financial Bank
Transamerica Finance Corporation
UFCW Beneifts Fund
Wallick & Volk
Nationwide Lender Achieves Growth with Lower Costs - Colonial Savings
Loan Volume More than Doubles with New Distributed Document Capture & ECM Software
As distributed scanning is rolled out, Colonial Savings branch offices can stop shipping loan documents to headquarters - eliminating approximately $30,000 in monthly shipping costs. Using the CAPSYS, AnyDoc and Hyland system added simplicity to our operations. Moving to distributed versus centralized document scanning with CAPSYS CAPTURE has made a significant impact for the better on our processes.
Colonial Savings - selects IDT for CAPSYS CAPTURE and OnBase Loan Processing and Content Services Solution (full case study PDF)
Complex Conversion to New ECM System a Success for Edfinancial Systems
20 Years of Loan Data; 40 Million Documents
For the last 20 years, Content Services and Enterprise Content Management (ECM) software has made the job of storing, retrieving, indexing and sharing documents electronically easy, until the software goes out of date, is no longer supported, or the manufacturer is acquired, forcing a change on users. Converting images and data to a new ECM system can be a major challenge. Migrations are rife with potential problems: from corrupt data, to content that cannot be extracted, to maintaining data integrity, to storage and indexing differences. Edfinancial Services based in Knoxville, Tenn., one of the nation's largest student loan servicers...
Edfinancial Services - selects IDT for Major Complex Content Services and ECM Conversion Process
Food Services, Grocers, Wholesalers, Distribution and Franchise Operations
Ace Coffee Bar, Inc.
Agristar Frozen Foods
Blue Plate Catering
Bobtail Ice Cream Company
Chicago Franchise Systems, Inc.
D&L Produce and Food Services, Inc.
Dearborn Wholesale Grocers, LP
Dot Foods, Inc.
Gill Management, Inc.
Morton's of Chicago
Nash Finch/Roundy's Indiana
Roundy's Inc. - Pewaukee
Roundy's, Inc. - Wauwatosa
Spence Group Services, Inc.
T.R. Foods, Inc.
Gill Management, Inc. - Burger King Award of Excellence selects IDT
Shamrock Company - Taco Bell and KFC Franchisee selects IDT
TR Foods - YUM! Brands Restaurants (KFC, Taco Bell, A & W, Long John Silver's) selects IDT
Produce and Food Distribution Company
Unique Business Problem: Produce and Food Distribution Company located in the Midwest - A produce and food distribution organization with sales in excess of $10m had outgrown their aged ERP system. The business requirements for this customer included: inventory/warehouse management, pricing, coordinated picking/packing, delivery routing, reporting on item performance/trends, automated purchasing, online ordering, automatic order fulfillment, landed costs, accounts payable, accounts receivable, and much more were all functions needed by this rapidly growing, privately-held organization.
One major piece of functionality needed and that was an “absolute” in the eyes of the two firm’s principals was what they termed, “template-based order entry system.” In their words, “not only do we need a quick way to have orders entered into the system by our customer service agents – we need order entry templates that are based on the previous ordering habits of the customer. For example, as our CSR’s are taking an order from our client, and we noticed the customer didn’t order 10 cases of lettuce as he has in previous orders, we want the system to prompt our customer service agents of the fact the customer may have forgot to order the 10 cases of lettuce. A system that provides that kind of functionality would allow our firm to capture business that might have otherwise been lost to a competitor.”
Unique IDT Solution: To address that unique need, IDT proposed Dynamics GP, however such unique capabilities requested by the prospect were clearly not functionality that could be delivered “out of the box.” As a result, the IDT implementation team architected an approach that customized Dynamics GP in such a way without modifying the underlying Dynamics GP code base. IDT’s approach not only solved the customer’s unique business problem, but IDT performed the customizations that kept the standard Dynamics GP code base intact – ensuring that future upgrades delivered by Microsoft would never be a concern whether or not they would work for the customer. IDT also converted legacy, historical accounting data from a previously used accounting system that provide bookkeeping like features into Dynamics GP – providing a smooth transition from the old system to the new Dynamics GP system.
Market Applicability: Manufacturing, Distribution, Order Fulfillment, E-Commerce. While the unique capability was delivered to a produce and food distributor, such functionality would be useful for any client that has heavy order volume and desires the use of templates and other user-friendly features to enter in orders quickly and accurately.
Contact us for more information on our company and our enterprise content management services. We are based in Itasca, Illinois, and serve clients nationwide.