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Tanya Whidborne
|
COO

Pitcher Partners selects Virtual Cabinet Document Management Software

An Accounting Industry case study with Microsoft Outlook and MYOB integration. Book in your own free Virtual Cabinet demo today:

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Who is Pitcher Partners?

Pitcher Partners is a national network of accounting firms across Australia. Their office in Brisbane, which is one of the largest local mid-tier firms with over 150 seat capacity, was in need of a document management system to replace their unsupported system.

Required DM with top-tier Client Portal

As it became clear that their existing document management system would no longer be supported, the decision was made to find a well-supported document management system, with a top-tier Client Portal to replace it. Pitcher Partners desired a solution which offered a truly advanced Client Portal to make the most of their investment.

“With Virtual Cabinet we now have ‘a single source of truth’ for client documents and increased the efficiency of finding documents.”
- Tanya Whidborne, COO, Pitcher Partners

Finding the Right System

In their evaluation of different systems, Pitcher Partners considered a range of factors, including:

- Cost
- Powerful 'stand out' features
- Scalability
- Ease of implementation
- An intuitive user experience

After a long and detailed evaluation process across all of the major document management software in the market, Virtual Cabinet was chosen as the best fit for their needs.

The most important criteria that led to Virtual Cabinet being chosen were its superior features, intuitive usability, convenient Outlook integration, and reasonable cost.

“Implementation went quite smoothly. We opted for the ‘train the trainer’ training to keep knowledge in house and we had champions in each division and area – which helped with the rollout process.”

“Virtual Cabinet is easy to use, with unmatched features!”
- Tanya Whidborne, COO, Pitcher Partners

The Solution

Once their solution was implemented Pitcher Partners found that it was Virtual Cabinet’s unparalleled ease of use that made it such an attractive solution.

Virtual Cabinet’s seemingly simple features such as being able to publish multiple documents to multiple signatories at once is surprisingly unique.

It also stood out due to another unique quality – the ability to preview documents to avoid tedious and time wasting ‘one-by-one’ document sorting.

Another stand-out feature was Virtual Cabinet’s ability to run complex and solution-wide reports on the status of documents within the cycle. An undeniably powerful aspect to the solution which allows Pitcher Partners to do away with cumbersome single document reporting. This provides an overview of any document requiring action from either their employees or clients.

As a core requirement, Virtual Cabinet integrates seamlessly with Outlook and MYOB.

In summary, Virtual Cabinet has helped Pitcher Partners save time and increase productivity by providing them with a ‘single source of truth’ for client documentation, and by reducing the number of documents being stored in multiple locations.

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