document management case studies

Case Studies

Automotive Dealer

Electronic Customer Records Increase Auto Dealer Efficiency
When Pearl Motor Company moved to a new location after almost 100 years in business, owner George Huffman decided to eliminate the inefficiency of and space devoted to paper files by implementing Upland's FileBound to manage documents.  Read More

School District

School District Increases Efficiency with Electronic Records
With decades of records stored onsite, the Centralia R-VI School District receives frequent requests for documents such as transcripts and school board meeting packets. To make it easier for staff to fulfill these requests and protect historical records, Centralia needed to reduce reliance on paper-based records.  Read More

City Government

Seamless Data Conversion Expands Access to Millions of Documents
A city of nearly half a million people implemented a hosted solution to better manage millions of documents needed to serve its citizens. Users couldn’t always find the documents in the system and sometimes the entire hosted site went down, completely preventing access to documents needed to do their jobs.

It was clear the city needed a better solution, but it also needed a partner that could transfer the tens of millions of documents that had been scanned into the old system to a more robust one. Read More


Behavioral Health Provider Centralizes Patient Records to Improve Service and Security
To meet the unique needs of its fast-growing behavioral health practice, Preferred Family Healthcare built a specialized electronic medical record (EMR) application, but it still needed a secure document repository to store the associated patient care documents. The project required a product that could support seamless API integration to centralize documents at care centers across three states. Read More

County Goverment

Prosecuting Attorney Seeks Effi ciency Gains to Better Serve Citizens
Faced with a fixed budget and increasing overhead costs, Audrain County Prosecuting Attorney’s Office recognized that manual, paper-based processes were limiting efficiency needed to manage all of their responsibilities to citizens. Victim and witness personal data privacy concerns also required an increased focus on reviewing all documents to redact personally identifiable information. In addition, the office was running out of room to store the documents associated with thousands of cases per year.  Read More

State Government

Missouri Department of Conservation, Missouri – Conserving Resources, Serving the Public
As the agency tasked with the oversight of Missouri’s wild resources, the Department of Conservation manages everything from hunting permits and fishing licenses to education programs and recreation areas. The sheer number of files and records they are required to retain made a document management system absolutely essential. Shrinking file space and lack of a secure back-up for records were top priority. Read More

Law Firm

Law Firm Delivers Superior Service with Easy Access to Case Files
Finkelstein & Partners implemented Upland’s FileBound to manage all content related to case files, making them easily available to staff and clients using virtually any device. To maintain business continuity, 6 million documents from the previous system were transitioned to FileBound.  Read More