Streamlining document management and access

Streamlining document management and access


Bodtke & Stewart is a certified public accounting firm founded in 1982 and headquartered in Peoria, Illinois. The firm provided 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 documents—over 600 horizontal feet of it to be exact. Bodtke & Stewart also lacked a unified document-management solution. They turned to Infogenic Solutions for help.


Infogenic implemented a SharePoint Server 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.

After implementing this solution 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 saved 20 to 30 hours each week, or 30 to 45 minutes per employee each day that they can devote to more important business matters.

About Bodtke & Stewart:

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

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