The Challenge

ECHO needed a process that would free in-house resources to focus on core business tasks.

The Solution

Access’ document imaging solution and data entry services

The Results

  • Eliminated the need to prepare paper files for any new merchant
  • Converted all existing merchant files to the Access hosted imaging solution
  • Stored chargeback files from clients
  • Creation of a closed-account database

About Electronic Clearing House Inc.

Industry: Financial Services
Company Size: Enterprise, 2,000+ employees
Location: California, United States

“Our people can conduct their jobs more efficiently because they don’t need to spend time sorting and filing paperwork. We were able to implement the Access’ web-based imaging solution in just two days because there was no new technology to install and learn. As time goes on, this improved efficiency is going to help other departments."Vince Lombardo, Manager, Data Management Department at ECHO

How Electronic Clearing House, Inc. (ECHO) cut its physical file storage by 2,000 pages per day.

Electronic Clearing House, Inc. (NASDAQ: ECHO) provides a complete solution to the payment processing needs of merchants, banks and collection agencies. The company’s services include debit and credit card processing, check guarantee, check verification, check conversion, check representment, check collection, and  inventory tracking. ECHO clients include over 60,000 retail merchants and U-Haul dealers across the nation.

The manual process of records management at ECHO was cumbersome and time consuming. Files for merchants applying for credit or check processing services could include up to 150 pages. ECHO employees were strapped with making photocopies of every document to produce a duplicate file for on-site storage before the original file was sent to its sponsoring bank. ECHO needed a process that would free in-house resources to focus on core business tasks.

“We wanted a simple system that would mimic a file cabinet and paper in the cabinet.” Vince Lombardo, Manager, Data Management Department at ECHO

The Solution

By implementing Access’ Web-based document imaging solution, ECHO has eliminated the need to prepare paper files for any new merchant. As a result, ECHO’s data management department has cut its paper file storage by about 2,000 pages per day and reduced employee filing time by about 25 hours per month. Now, licensed users in other ECHO departments can access the files from any PC. Any changes made to a file and scanned into the system become part of the appropriate database merchant file. Also, Access’ hosted imaging solution, which is accessed from a standard browser-based desktop, has allowed ECHO to gain additional office space by reclaiming a large file room.

Benefits

By implementing Access’ Web-based document imaging solution, ECHO has eliminated the need to prepare paper files for any new merchant. As a result, ECHO’s data management department has cut its paper file storage by about 2,000 pages per day and reduced employee filing time by about 25 hours per month. Now, licensed users in other ECHO departments can access the files from any PC. Any changes made to a file and scanned into the system become part of the appropriate database merchant file. Also, Access’ hosted imaging solution, which is accessed from a standard browser-based desktop, has allowed ECHO to gain additional office space by reclaiming a large file room.

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