摘要: |
Stephen James Group's Compliance Manager, Gayle Kelly, first heard of iDealFile in early 2018 via a referral from the Sytner Group. She was already a firm believer in the digital approach having led a successful transition to digital deal files at the group two years previously. That project involved taking a generalised digital archiving system and adapting the workflow to store deal file documents - eliminating paper deal files. The hard work initially delivered efficiencies, freed up physical archive space and resulted in cost savings. But the workflow was quite cumbersome and Gayle knew the business could achieve more, so committed to finding an even better solution. |