• Ferret Blog


Understanding Job and Project Document Management

Updated: October 04, 2015

Job based companies face a challenge where all of their documents and emails are divided into separate systems i.e. Windows folders, paper files and Outlook/ Outlook folders. This causes issues of lost or misplaced documents or emails, taking too long to review the latest information relating to the job and difficulties sharing information amongst staff.

Ferret Document Management System takes the headache out of job and project document management by putting ALL documents and ALL correspondence relating to each job or project in ONE place on ONE screen. It includes features such as bulk scanning, email filing and version control.  Click here to read about all of the features of Ferret Document Management System that help you manage jobs and projects.

Screenshot of Ferret Document Management System for job and project management.

Note all the documents, emails and notes relating to the job are viewable and accessible from one screen enabling you to review the job quickly.

 

Some useful links for Job and Project Document Management

·         Read Case Study about Airey Consulting managing over 3000 jobs, including eliminating their paper archives, using Ferret

·         Compare your Windows folders to using a Document Management System

·         Read about Easedale Surveyors saving emails directly to the job from Outlook with Ferret

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Our Customers

  • Nelson Airport fully automated with Ferret Software

    "Our AP processing has just moved from fully manual to fully automated with Ferret and has resulted in a streamlined, efficient process"

    Read full case study
  • Ferret is going like a Rocket!

    Ferret is going like a Rocket! We highly recommend Ferret for Accounts Payable Automation

    Commercial Manager at Red Stag Timber

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  • Carr and Haslam Limited

    We are very happy with Ferret, no issues, find everything we want and its easy. We like it, love it and it does a great job.

    Chris Carr

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  • User Story - Managing Export Shipping Documentation at Tenon

    Manufacturing Giant Tenon manage over 5000 new Export Shipping Paper Documents each month. They were looking for a way to streamline this business process and found that Ferret Document Management System was a great fit.

    View the video on YouTube - click here

    Read full case study
  • Southern Cross

    “Today, we’ve halved the processing time per invoice and expect this to reduce further as we refine the import process and expand its use across other processes.”

    Dreeson Andrew, Financial Controller at Southern Cross Health Society

    Read full case study
  • Southern Cross

    “Today, we’ve halved the processing time per invoice and expect this to reduce further as we refine the import process and expand its use across other processes.”

    Dreeson Andrew, Financial Controller at Southern Cross Health Society

    Read full case study
  • Tenon

    “Ferret Software is user friendly and simple, implementation is completed without huge time effort, and the support team are always readily available to support with full knowledge in the product.”

    IT Manager Tenon Manufacturing Ltd.

    Read full case study
  • Tenon

    “Ferret Software is user friendly and simple, implementation is completed without huge time effort, and the support team are always readily available to support with full knowledge in the product.”

    IT Manager Tenon Manufacturing Ltd.

    Read full case study
  • Whittaker’s

    Our factory generates a lot of paper records every day and traceability is very important to us. Ferret has enabled us to store all our files in a systematic order and we are able to access records whenever we want them.

    Read full case study
  • WEBBLINE AGRICULTURE LTD

    “Ferret AP Approvals System achieved our goal to be as efficient as possible in the Admin area. As Ferret has a sync the two systems are able to talk to each other. If an Auto.I.T EQUIP user is finding they have a bottleneck in their AP process I would recommend that they look…

    Read full case study
  • John Rae Insurance

    "It's been a great way to store documentation electronically in a systematic and orderly manner. We like the way you can link accounts, input notes and search for clients and documents. "

    Read full case study
  • Bain & Associates

    “Ferret is the missing link where all emails and documents are stored in one place and it actually doesn’t matter where they are kept.  They can always be found."

    Read full case study
  • Fish & Game

    “Ferret totally improved our ability to get our hands on information, saves us a lot of time, and we just love it. It’s easy to operate, Brilliant!"

    Cheryl Mason - Fish & Game Southland

    Read full case study
  • Benson Insurance Brokers Ltd

    "Our office has been transformed, time use is so much better."

    Read full case study
  • Real Landlord Insurance

    As a boutique insurance brokerage, space is limited in our office and having everyone being able to access information became imperative as our team grows. Investing in the Ferret Software has given us a lunch room and so much more…

    Read full case study
  • Secret Ballot: Staff Vote Ferret As Best Thing To Happen In 2012

    Staff unanimously voted the implementation of Ferret Software as the best thing to happen in 2012. Each year Matt Jensen Insurance hold a secret ballot where all staff rank the top things that happened during the year. Included in the list are business changes (good or bad)…

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  • Baileys Insurance

    Auckland based company, Baileys Insurance, had all 13 staff members up and running on Ferret Document Management System in only one day. The bulk scanning process was described as “a piece of cake” and they have not needed to refer to paper documents since the install.… Read full case study

  • Colliers Save Time with Ferret Document Management System

    “Once our staff changed their mind-set and realised that paper was no longer required, the Ferret system become liberating. We just wish we had installed it five years ago!”

    Read full case study
  • Hurford Parker

    Ferret Software spoke to Hurford Parker Insurance in Hastings about how implementing Ferret Document Management System improved their bottom-line. They initially purchased Ferret to improve their overall system and processes and to improve the delivery of insurance broking…

    Read full case study
  • FMR Risk

    The February 2011 Christchurch Earthquake proved to be New Zealand's deadliest peacetime disaster. Ferret Software interviewed insurance broker customer, FMR Risk about the effects of the Earthquakes on their business, and the role of Ferret Document Management Software.

    Read full case study
  • HEB Construction Ltd

    "The invoices are quicker in reaching the Project Mangers. We are able to be aware sooner if an invoice has been charged to the wrong Job. If I need an invoice returned promptly, it is only a matter of contacting the Project Manager and is a lot quicker than having it signed…

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  • Wallace Corporation

    We use ScanWatcher to scan all Accounts Payable invoices and shipping documentation, and link them to our ERP system. Users now get access to these documents electronically and no longer have to search through paper based filing systems meaning they spend less time searching…

    Read full case study
  • ACM Ahlers Insurance Professionals

    "What is most impressive for me in terms of the Ferret software it the ease of coding and storage of documents from the variety of platforms we use. Then of course it is equally important to be able to “find” what you need when you need it. Ferret has over the last few years…

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  • Easdale Surveyors

    "One great feature is the ability to save emails to jobs. E-mail correspondence is huge for each surveying job and with Ferret the organization of these is simple and jobs are separate"

    Read full case study
  • Port of Tauranga

    "We have used Ferret's ScanWatcher software for over 5 years and find it fantastic. It makes the scanning of documentation a breeze and interfaces really easily with our other systems."

    Read full case study
  • Airey Consultants Ltd.

    "All relevant e-mails are now saved to each job or client directly from each staff’s Outlook, along with electronic scans of all paper documents and any other electronic document such as Word, Excel, and PDF. Essentially staff are able to find any document they need, when they…

    Read full case study
  • MOTAT - Ferret AP Approval Case Study

    MOTAT is New Zealand's largest transport, technology and social history museum and process around 600 accounts payable invoices per month. Ferret’s Accounts Payable Approvals System was implemented instantly and fully replaced our invoice tracking process after only one month.…

    Read full case study
  • Star Underwriting Agents

    Star Underwriting Agents is New Zealand’s largest and leading specialist Motorcycle insurance agency, insuring the largest number of motorcycles in New Zealand and continuing to grow. Using Ferret Software as our centralized electronic document archiving system we are able to…

    Read full case study


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