Streamlining Document Management for easy access

Background

Bodtke & Stewart is a certified public accounting firm founded in 1982 and headquartered in Peoria, Illinois. The firm provides services from auditing and tax preparation to pension management and business valuation. Just four accountants working half to three-quarters time and a support staff of four manage millions of dollars for a client base of over 300 individuals and organizations—making maximum efficiency in managing documents crucial.

The firm struggled to access information from a mix of digital and paper documentsover 600 horizontal feet of it to be exact. Bodtke & Stewart also lacked a unified document-management solution. They turned to Infogenic Solutions for help.

Solution

Infogenic implemented a SharePoint Server 2010 solution to help the firm streamline and manage their growing volume of clients’ paper documents. The solution, which also included writing support utilities, has given Bodtke & Stewart quick and easy access to documents in a digital format. Infogenic also wrote a utility so that automatic indexing of new content occurs every 20 minutes, ensuring everyone at the firm has the most current information.

Now when a client calls with a question, anyone at the firm is ready in seconds to respond with the right, most up-to-date answer possible. With the immediate, digital access Infogenic implemented, there’s no longer any need to chase down paper for answers. Bodtke & Stewart is saving 20 to 30 hours each week, or 30 to 45 minutes per employee each day that they can devote to more important business matters.

The success of the solution has led to additional partnership. For example, Infogenic will implement a SharePoint Server 2010–based extranet for Bodtke & Stewart. It will extend the efficiencies of digital information access and effective collaboration directly to the firm’s clients—for the highest-quality client service.

About Bodtke & Stewart

More information about Bodtke & Stewart is available at www.BodtkeStewart.com.

You can also find more detailed information about the work Infogenic performed for Bodtke & Stewart in a case study published by Microsoft Corp. Click here to view the case study online.