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Turn a high-touch, paper-based process into a scalable digital solution that enables secure access for team members in the U.S. and Philippines
Access’ CartaDC with integration to Eclaro’s instance of Microsoft Dynamics GP.
Eclaro is a business and technology consulting firm that delivers top talent globally across diverse industries. Their highly skilled engineers and industry experts produce thousands of documents every month that need to be reviewed by finance and human resources departments.
Previously, Eclaro utilized a manual process of printing, collating and filing essential documents. The paper-based process was labor intensive, exposed the business to risk of lost or mishandled paperwork and wasn’t in alignment with the global growth of this leading IT and business consulting organization. The Eclaro team knew they wanted a solution that would integrate with Microsoft Dynamics GP and would provide secure access to a remote workforce.
Eclaro’s CartaDC implementation allowed them to transform their processes from paper-based to digital and provided them with a document management solution that integrates with their ERP, Microsoft Dynamics GP. The document management solution enables the finance and human resources teams to work collaboratively. The document repository, along with the continuous import integration with Microsoft Dynamics GP gives the team timely and accurate information. Today Eclaro team members can perform 95% of their paper processes in a fully digital environment. Through CartaDC, Eclaro team members can find, view and share invoices, time sheets and contracts essential to their role.
The finance and human resources team routinely handle sensitive PII making security paramount to Eclaro. The teams required the ability to share documents on both an ad hoc and project basis. CartaDC’s privacy protocols ensure that sensitive information contained in documents is protected by allowing Eclaro team members to limit the recipients’ ability to print, download and forward documents. Eclaro’s team members are also enjoying the ability to setup virtual file rooms for larger projects. CartaDC’s virtual file room allows team members to setup a folder containing a group of documents under review. In addition to the security features available for ad hoc sharing, CartaDC file rooms can include restrictions regarding the period of time the information is available to viewers.
“Our old process wasn’t scalable, and remote teams did not have secure, easy access to documents. CartaDC is a game-changer that allowed us to digitize a formerly paper-intensive process.”Luke Ruzek | Assistant to the Director of Operations, Eclaro
The Eclaro team is now able to collaborate with team members in the Philippines. The finance and human resources departments are able to create dynamic, highly focused teams for increased efficiency and cost savings.
Eclaro initially sought remote access to digitized files to enable better collaboration between their NYC and Philippines locations. Remote work flexibility has become essential to business continuity giving the investment in CartaDC an even more significant impact. Eclaro’s ability to digitally access and securely share information from any location means greater business resiliency.
Eclaro chose to partner with Access because CartaDC was the right solution that could integrate with their existing ERP. The partnership deepened during the implementation process when Eclaro’s NYC offices were hit hard by the pandemic. The Access team worked with Eclaro to successfully complete the implementation while keeping members of both teams healthy and safe.
Eclaro was able to digitize 95% of what had been a paper-intensive process. The ability to work remotely when it matters has been priceless. This increased efficiency has allowed Eclaro to service their clients more quickly and with a higher degree of accuracy.