BHG Chartered Accountants turn to Invu for document management

• Tuesday, 30 August 2005

BHG Chartered Accountants, a Swindon-based accountancy firm is using Invu’s document management solution to increase office efficiency. BHG is a growing firm and intends to double in size over the next four years. The system, implemented by the consultants at LSI Business Solutions, has enabled the company to comply with regulations, save space and reduce costs. The company prides itself on being an IT literate company and believes that in order to recruit high quality staff, it needs to ensure its office practices are as efficient and technologically advanced as possible.

The Company’s primary means of communication is via email, which meant the company needed a document management solution that would work online. Company policy is to retain client documents for a minimum of seven years which meant managing filing systems and space would become more and more of a problem; as Steve Griffiths, Practice Manager at BHG Chartered Accountants, explains: “Whilst the utopia of a totally paperless office doesn’t exist, particularly in the accounting sector, the “almost paperless” office is something we aspire to. We needed a system that would enable us to retain records online, that would be simple to use and reliable.”

BHG looked at a number of document management solutions, including Invu’s. LSI Business Solutions worked closely with the business to ensure that the solution chosen was the most appropriate for the needs of the accountancy firm. Whilst the initial outlay into the technology seemed significant, it soon became apparent that the benefits and efficiency gains that could be achieved would far outweigh the costs.

“Following our evaluation of a number of possible solutions, we decided Invu would best suit our requirements,” commented Steve Griffiths. “We could tell Invu was a proven system that would grow with us as we expand as a company. The system has proved to be reliable and easy to use, even for those with limited training or technological knowledge.”

BHG purchased a 10-user Invu licence to cover the accountancy, auditing and taxation side of the business, with a view to extending the software to handle its corporate recovery business over time.

“The benefits of installing Invu have been significant,” adds Steve Griffiths. “It provides us with instant access to documents online – any member of staff can locate documents with minimal effort rather than needing to resort to hard copy files. This means we can work far more efficiently, provide our customers with a much higher level of service and means we have less administrative requirements. As our company grows over the next few years, we’ll continue to benefit from putting in place such a robust document management system and are confident it can grow with us.”

Geoff Rawles from Invu comments: “Like many accountancy practices, BHG was finding document management an onerous task. Whilst manual filing meant the company was meeting its requirements for storing data safely, managing hard copies on a daily basis was time consuming and not cost effective. We’re pleased to have helped BHG install our software and look forward to working with the company as it grows over the coming years.”

Simon Darlington, Managing Director of LSI Business Solutions, adds, “BHG is a very dynamic organisation. They recognised the need to be even more efficient with their filing and to be more responsive to their clients in order to provide a better service. We are delighted to have been able to work with them to satisfy their requirements with the market’s leading solution from Invu. We look forward to extending the relationship in future years.”

- Ends -

Notes to editors:

About Invu, Inc.
Invu [LSE, AIM, Symbol; NVUK] develops, markets and sells software (under the brand name of Invu) for the electronic management of all types of information and documents, such as forms, correspondence, literature, faxes, e-mail, technical drawings, electronic files and web pages. Invu targets the small-to-medium size enterprise (“SME”) market and individual departments of larger organisations with a range of products which the Directors believe strongly adhere to Invu’s brand values of ease of use, high quality and price performance. Founded in 1997 and based in Northampton, Invu has 36 employees and operates in the UK, Ireland and The Netherlands. It raised £3 million following its flotation on the AIM stock market in January 2004. Invu’s products have been sold to over 1,300 customers, representing approximately 24,000 end user customers. Invu has a proven reseller business model and has established a network of more than 100 Value Added Resellers, 14 of which are in Be
nelux.

Edward Taylor
Financial Dynamics (Invu Public Relations)
+44 (0)207 269 7295
edward.taylor@fd.com

Jon Halestrap
Director of Sales and Marketing
Invu
+44 (0)1604 859893
jon.halestrap@invu.net

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