Case Studies

Case studies

Suffolk Fire and Rescue


Suffolk Fire and Rescue Service delivers effective prevention, protection and emergency response services to the people of Suffolk. They required a more sophisticated document capture solution that would integrate with SharePoint, in order to process incoming mail. Up to 200 documents a day are now scanned using PSI:Capture, which also processes emails and other electronic files. This has provided them with an automated, integrated system for both paper and electronic correspondence. Read full case study





Frontline, a major magazine distributor based in Peterborough, were seeking a new solution to the process the large number of invoices they received with minimal intervention. They chose PSI:Capture, which scans and extracts the data and exports it directly into their accounts system. With the new system, paper handling is sufficiently reduced and accounts processes executed much more quickly. Read full case study.


Utility bill processing

Utility Partnership Limited (UPL), one of the energy industry’s most innovative companies, receives thousands of utility invoices from its clients every month for analysis. The amount of data that has to be captured from each invoice is considerable, so they turned to PSI:Capture to automate the data extraction process. UPL now achieve significant productivity gains and continue to deploy PSI:Capture on new projects where extensive manual data entry effort would have been needed before. Read full case study


ISOS Housing

Isos Housing, a charitable housing provider headquartered in Newcastle upon Tyne, is responsible for the day-to-day management of 17,000 homes across the North East, from Berwick in the north, down to Stockton in the south, and across to Cumbria in the west. The company adopted PSI:Capture to enable them to automate the scanning and storage of invoices and other accounting documents in their Microsoft SharePoint system. PSI:Capture reads unique barcode references created from their accounting system, Open Accounts, to index and organise documents in SharePoint for quick and easy access by staff in their four offices across Northumberland. Read full case study


GRM Windows logo

GRM Windows, one of South Wales most established suppliers of PVC windows and doors, needed to streamline their sales and accounting processes and the storage of documents. PSI:Capture provided the answer by enabling the scanning of paper and PDF invoices and other accounting paperwork, with seamless integration of data into their Sage 50 accounts system. The new system has saved considerable data entry time as well as secured their business critical documents. Read full case study


Breedon Aggregates

Breedon Aggregates, one of the largest independent aggregates businesses in the UK, operate 27 quarries and 18 asphalt plants in England and Scotland and employ more than 800 people. Breedon needed to improve their delivery receipt (POD) and electronic sales invoicing processes. After implementing PSI:Capture for automated data capture and FileBound for storing and managing documents, they saved a significant amount of time, improved information accuracy and enabled instant access to delivery receipts and customer invoices for both internal staff and external customers. Read full case study


Wakefield MDC

Wakefield Metropolitan District Council decided to embark on a project to digitise all incoming mail so it could be easily distributed to its many thousands of staff. Towards the end of 2011 the Council deployed PSIGEN PSI:Capturefor scanning and Microsoft SharePoint 2010 for managing and providing access to a variety of documents types across the organisation. For the first phase of the project PSI:Capture is operating with Kodak i4600 scanners in the post room located at the Council’s headquarters in Wakefield. Once they are in full production the Council expect to be scanning up 1.8 Million documents per annum. Read full case study


PMI Health Group

PMI Health Group, the UK’s largest independent healthcare insurance broker, providing healthcare insurance services for companies and individuals, required a scanning and data capture solution to help streamline the company’s paper based processes. These include processing of invoices and other financial documents from corporate clients as well as healthcare providers. PMI is utilising PSI:Capture’s advanced OCR and integration features to automate the capture of data from over 200,000 documents a year, enabling faster access to critical information through their SharePoint, CRM and Accounting systems. Read full case study


Kepak Group

Kepak Group is a young, professional and dynamic business that has grown into one of Europe’s leading food processing companies employing over 2000 people in nine manufacturing facilities across Ireland and the UK. Kepak installed PSI:Capture to manage the scanning and indexing of a growing volume of personnel files that needed to be stored and managed. PSI:Capture links to payroll and HR systems to retrieve index data, converts the HR files into text-searchable PDFs and transfers the files to SharePoint 2010.  “PSI:Capture has enabled us to scan large volumes of documents into pre-defined structures in SharePoint with the use of very simple drop-down menu options and links to our HR system” said Aine Black, HR Manager, Kepak Group. Read full case study


Haulfryn Group

Haulfryn Group Ltd, an operator of holiday and residential mobile home parks across England and Wales, decided to deploy PSI:Capture Enterprise as their SharePoint 2010 Document Capture solution.  Using PSI:Capture in conjunction with Kodak document scanners, they now have an end to end capture solution that provides unmatched speed and automation, along with a simple, yet powerful user interface.  “PSI:Capture has made our whole scanning process robust,” said Stephen Lattimore, Business Process Manager for Haulfryn.  “We can now quickly reference our documents in SharePoint 2010 for audit and service.”  Along with the current scanning process, Haulfryn plans to add the processing of survey forms and other documents in the near future. Read full case study


University Hospital South Manchester

University Hospital South Manchester (UHSM), a major teaching hospital NHS trust, deployed PSI:Capture Enterprise with Intelligent Character Recognition (ICR) and Optical Mark Recognition (OMR) to process up to 8000 hand printed patient satisfaction surveys every month. The process of recording and analysing the data needed to be fully automated to ensure the Trust was able to regularly report on its performance against quality goals set by the NHS. “Before we purchased the PSI:Capture solution there was just no quick way to process the surveys”, said Tyler Warburton, Nursing Project Manager. “Now that we have a way to easily process our surveys, we will expand the solution to other departments.” UHSM plans to expand PSIGEN’s solution into other areas of their organisation for not only surveys, but other document capture needs. Read full case study


Real Time Claims

Real Time Claims, founded in 2007 by a team of finance professionals to guide and assist consumers through the complex process of claiming refunds for mis-sold PPI policies, needed a way to streamline the huge volumes of correspondence coming in from clients and financial institution on a daily basis. PSI:Capture provided the answer by automating the scanning and indexing of thousands of documents, making them instantly available to employees through their intranet information system. “Using PSI:Capture has enabled us to save significant time processing our inbound mail.  The ability to integrate seamlessly with our bespoke claims management software means post items are presented automatically on the dashboard of the appropriate staff member within minutes” says Andy Bowman, Operations Manager. Read full case study


Fire Brigades Union

The Fire Brigades Union, headquartered in Kingston-upon-Thames, needed a way to store large volumes of paper documents in their newly deployed Microsoft SharePoint 2010 document management system. They evaluated several scanning and OCR products available on the market before choosing PSI:Capture, because of its ease of use, quick implementation and unparalleled interface to SharePoint. The Union now scans many thousands of documents a day which are converted into text-searchable PDFs and stored in SharePoint providing instant access to all paper information for the Union staff located throughout the UK. Read full case study



Chiorino UK, part of a worldwide manufacturing company specialising in conveyor and process belts, needed to improve both speed of handling and access to documents, especially in the accounting department.  The company is using PSI:Capture to scan and capture data from a range of documents including supplier invoices, purchase orders, confirmation receipts, production sheets along with HR documents and wages reports. Sales invoice data is transferred from a Baan accounting system and other documents are indexed and stored in DocuWare for access by both internal users and external users via a web client. Barry Kettleborough, Finance Manager at Chiorino, said “Major savings in both time and money are gained from the ease of which we can now file and access documents. We can also feel secure that our archiving is not in boxed paper form, but safely electronically filed.”