Case Study

More time for meaningful work

Since implementing FuseDocs, the administration team at Harris Black now have more time to challenge themselves with work they enjoy.

 

Details

Compay Name: Harris Black
Location: Brisbane, QLD
Practice Management: APS
Document Management: iManage

“It’s a great feeling – being more productive and having time to help others”

We love hearing about the positive impact FuseDocs is having on businesses and teams.

For Harris Black, FuseDocs was quick and easy to get up and running, and they can now prepare year-end collations at the click of a button.

Prior to installing FuseDocs, administration staff would spend hours preparing year-end collations for clients (sorting into the correct order, adding bookmarks, “sign here” stickers and security settings etc).

We integrated FuseDocs with their document management system (iManage) to extract the required documents to include in their collations. FuseDocs can even select a single relevant sheet from an excel document and pull this into the resultant collation.

Harris Black already had a strict document naming and location protocol in place, so the development and setup process was quick and simple. They were testing within days of giving FuseDocs the go ahead.

“Now, with a few clicks of a button, our year-end collations are prepared in PDF format within minutes, including all bookmarks, “sign here” stickers and security settings.

We are extremely grateful to Melissa, Scott and the FuseDocs team and are on our way to implementing further time saving templates with FuseDocs.” 

Kimberley Schluter – Office Manager

The flow on impacts of FuseDocs don’t stop at at saving time, team members at Harris Black are now using the capacity FuseDocs has helped them to create to engage in more meaningful work. 

As one example, Administration Assistant Gerald is now working closer with his senior managers to support them in delivering client facing initiatives, and he is enjoying being able to assist with marketing roadshows and team member training & development.

Since automating our collation process with FuseDocs, my role has evolved and provided an opportunity to work closely with our Senior Managers and assist with administrative tasks. 

I am also able to assist with marketing roadshows and events, ASIC compliance and training other staff, just to name a few. 

It’s a great feeling being productive and helping others achieve their goals.

Gerald Simeon

Administration Assistant, Harris Black

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