Schmitz & Associates Selects Docupace for Paperless Document Management

Schmitz & Associates Selects Docupace for Paperless Document Management

t;Docupace Technologies announced today that its financial services partner, Docusolv,  has implemented Docupace's Web-based document management service for Schmitz & Associates, an Office of Supervisory Jurisdiction (OSJ) under the Royal Alliance Broker/Dealer network. By implementing Docupace, Schmitz & Associates will be able to cut costs and improve efficiency by replacing paper and physical file cabinets with a secure, online system that allows the firm to access its documents instantly through an easy-to-use browser interface.

 


"We are now successfully using Docupace," said Steve Schmitz, Principal of Schmitz & Associates.  "Docusolv and their six sigma specialists worked with us to create a comprehensive implementation plan, which was especially helpful in addressing our firm's policies and procedures.  They were very supportive in guiding us on how to design and structure our virtual file drawers."


Using Docupace, Schmitz & Associates has automated both the scanning of client documents and the electronic storage of critical records. The service - which integrated seamlessly with the firm's existing software programs - now allows records to be quickly retrieved from any location.


"I would absolutely recommend Docupace to other firms looking for a true document management solution," continued Schmitz.  "It's a tremendous time-saving system in terms of working with the documents themselves, and being able to access company and client information from anywhere is amazingly convenient.  Rather than focus with paper management, my staff can focus on higher margin business - namely selling!"  Schmitz is also keenly aware that by eliminating his paper files on site, he can grow his business without having to expand office space as those resources will take the place of the file cabinets.


Docupace is hosted from secure a data center in Los Angeles, CA. Its data center has several layers of physical security, including security guards, closed circuit television and biometric identification scanners.  Both centers provide for 24/7/365 monitoring, as well as fully redundant operations, including Internet connectivity from multiple providers, power backup that can operate for days in the event of a regional outage and advanced fire suppression systems.


Docupace enables Financial Advisors to outsource the day-to-day burden of storing and managing both paper documents and electronic files.  Customers use the system via the internet, reducing the need for in-house installation and technical support, as well as the upfront investment typically required for such a system.  DocuSolv, headquartered in Las Vegas, is Docupace's key strategic integration partner within the financial services arena. For more information, visit www.docupace.com or www.docusolv.com.

About Docupace:
Docupace is a service provider of 'on demand' business process automation solutions for small to mid-sized businesses, departments, branches of large enterprises and outsourcers- across all industries. With a wide range of imaging and document management solutions, Docupace delivers rich, enterprise-class functionality that is easy to deploy, use and manage.

Unlike most Enterprise Document Management (EDM) vendors in the marketplace, Docupace employs an open business model, offering both on demand and premise based applications that leverage standards based technologies. With more then 15 years of experience in document management industry, w e offer customers a flexible and adaptable solution set that is designed to meet and evolve with both their current and future business needs. Our proven track record demonstrates our understanding of the needs of the market.