Unique Situation
Prior to TrinDocs, Collette used a completely paper process for accounts payable, requiring more than 20 file cabinets in their office space plus an offsite storage facility to maintain financial records. What’s more, being a global business, invoices come in a variety of ways with multiple currencies and often look very different. With vendors ranging from small farms in Ireland to international hotel chains to camel tour guides in Israel, the AP team at Collette worked on different currencies on different days of each week to try and simplify their process.
Tailored Solution
Collette needed help and wanted to overhaul their document management process. TrinDocs took time to listen and understand the complexities around their business, and worked closely with Collette to deliver creative solutions for the various problems they were facing…while integrating TrinDocs’ tailored workflow rules into Collette’s homegrown accounting system!
Since implementing TrinDocs in 2017, Collette has processed hundreds of thousands of documents totaling well over 1,000,000 pages. All of that was paper before TrinDocs! Since TrinDocs houses all documents electronically, Collette has saved over $25,000 annually by discontinuing use of offsite storage for hard copy AP files. Plus, they’ve regained office space by getting rid of 20+ file cabinets of hard copies! Add that to the fact that TrinDocs paid for itself in earned savings in less than a year while providing the convenience of instantly being able to search for and find documents, and it’s no wonder Collette is so happy with their decision to choose TrinDocs!
“Rolling out TrinDocs at Collette has been one of the best decisions of my career. There isn’t a day that I don’t say, I’m so glad we have TrinDocs!”
– Shelly McCann, VP of Accounting Operations
Why is Collette so happy with TrinDocs?
We asked them, and here’s what they told us:
- “TrinDocs offers excellent solutions at a fair and reasonable price.”
- “TrinDocs’ owned the integration + takes workload off our internal IT team!”
- “TrinDocs is very easy to work with and has teams of creative problem solvers constantly improving the business.”
- “TrinDocs has exceptional service and support!”
- “TrinDocs saves us money and increases bottom-line profits!”
How has TrinDocs helped Collette during the pandemic?
We asked them that too, and here’s what they told us:
- “TrinDocs is a huge time saver!! We use multiple automated workflows that help process documents across everything from Payables, to G&A Overhead, to Refunds, to Commissions, and even Contracts.”
- “Thanks to TrinDocs, we now have people working remotely from home! With all of the papers we handle on a daily basis, that simply would not be possible without TrinDocs.”
- “TrinDocs allows us to keep up with our large volume of documents, in electronic file cabinets, so that anyone in the organization can search for and find their own invoices.”