List of DocuPhase Document Management Customers
Docuphase
1499 Gulf to Bay Blvd.,
Clearwater, 33755, FL,
United States
Clearwater, 33755, FL,
United States
1 727-441-8228
Professional Services
70
$8M
Since 2010, our global team of researchers has been studying DocuPhase Document Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased DocuPhase Document Management for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using DocuPhase Document Management for Document Management include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, Stonewall Kitchen, a United States based Consumer Packaged Goods organisation with 500 employees and revenues of $60.0 million, Alimera Sciences, a United States based Life Sciences organisation with 158 employees and revenues of $54.0 million, City of Foster City, CA- Water and Wastewater Department, a United States based Government organisation with 50 employees and revenues of $16.0 million and many others.
Contact us if you need a completed and verified list of companies using DocuPhase Document Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The DocuPhase Document Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Alimera Sciences | Life Sciences | 158 | $54M | United States | DocuPhase | DocuPhase Document Management | Document Management | 2016 | n/a |
In 2016, Alimera Sciences implemented DocuPhase Document Management to automate Accounts Payable and Procure-to-Pay workflows across its finance organization and broader user communities. The initiative targeted accounting inefficiencies tied to manual invoice handling and purchase order generation, aligning with the company focus on prescription ophthalmic pharmaceuticals and an internationally distributed team.
The deployment centered on DocuPhase Document Management core Accounting Automation toolset, using Process Automation Designer and advanced capture capabilities to automatically extract line item details from invoices. Configured Web Forms removed the need for full ERP logins to create Purchase Orders, and a Binder view presented the invoice, purchase order, and receiving report together for approvers, streamlining approval and matching workflows.
DocuPhase integrated directly with Microsoft Dynamics, enabling vendor names and codes to auto-populate web forms and allowing data that lives in Dynamics to drive PO generation without additional ERP licensing for each requestor. The implementation used browser-based access for users, task assignment with step-by-step instructions, and automated routing to enforce sequential approvals and document matching across requisition to payment touchpoints.
Governance changes included formalizing task-based approvals, visible process tracking to identify where a document resides in the workflow, and configuration of multi-type invoice processing to support three-way matching scenarios. The system went live in March 2016 after a period of testing and cleanup, with a roughly two week final implementation and immediate user adoption across accounting and other departments that interact with Procure-to-Pay processes.
Results reported by Alimera Sciences include a 93% reduction in invoice processing time, a shift to most invoices being completed within 24 hours, and reallocated Accounts Payable capacity where one clerk gained roughly half a day of productive time. Vendors began receiving payments on schedule and the organization gained end-to-end visibility into requisitions and invoice lifecycles as part of the Document Management deployment.
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City of Foster City, CA- Water and Wastewater Department | Government | 50 | $16M | United States | DocuPhase | DocuPhase Document Management | Document Management | 2019 | n/a |
In 2019 City of Foster City implemented DocuPhase Document Management in its Water and Wastewater Department to centralize departmental records under a Document Management solution. The DocuPhase Document Management deployment is scoped to municipal water and wastewater operations and administrative records for the department within the City of Foster City, California.
The implementation inventory comprises 10 document types containing approximately 110,000 total documents. The document types cataloged in DocuPhase include Agenda Packets prior to March 2010, Agreements, Capital Improvement Projects, CDD Building Permits, CDD Planning, Deeds Easements, Legislative History, Minutes, Oaths of Office, and Resolutions Ordinances and Minute Orders, reflecting both project level and legislative record coverage.
Configuration and operational controls align with typical Document Management functionality, including document capture and classification, indexed metadata, role based access controls, records retention profiles, and audit trails for municipal governance. Workflows were configured to support records retrieval and approval routing for departmental and council related documents, and the deployment is positioned to support ongoing records management and compliance for the Water and Wastewater Department.
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RBC Wealth Management | Banking and Financial Services | 96165 | $40.4B | Canada | DocuPhase | DocuPhase Document Management | Document Management | 2020 | n/a |
In 2020, RBC Wealth Management implemented DocuPhase Document Management to digitize account onboarding and consolidate document workflows as part of a broader Document Management initiative. The program addressed the firmwide need to unlock siloed systems and provide financial advisors and clients with a single customer view across 2,100 advisors operating in 181 locations in the United States, supporting the bank division’s objective to streamline client experiences and advisor productivity.
DocuPhase Document Management was configured to support document capture, secure storage, automated routing, and electronic signature verification to remove paper based processes from account opening. The deployment was aligned with an API first approach, reusing developer assets such as the Accounts API, Risk API, and Documents API to expose document and client artifacts for downstream workflows and portal services.
The implementation integrated DocuPhase Document Management via MuleSoft Anypoint Platform APIs with on premises and cloud systems, explicitly connecting to LexisNexis client data, Salesforce Financial Service Cloud, Fenergo, Envestnet, and MoneyGuidePro to assemble account and household views. APIs surfaced account balances, transactions, and document status into Salesforce and the bank’s mobile and web based client service portal, enabling composed experiences from existing integration building blocks.
Governance centered on reusable API contracts and an API lifecycle model to accelerate future projects, with the IT organization emphasizing reuse of Accounts, Clients, and Documents APIs to compose new services. Process redesign moved manual advisor tasks into structured workflows, enabling advisors to monitor onboarding progress, verify identity, and collect signatures through a unified interface.
As an explicit outcome, the DocuPhase Document Management deployment eliminated the need to assemble 200 to 300 page paper bundles for new accounts, enabled fully online account opening, and allowed clients to access banking information in real time via mobile and desktop, while improving advisor ability to update client information and respond to requests.
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Stonewall Kitchen | Consumer Packaged Goods | 500 | $60M | United States | DocuPhase | DocuPhase Document Management | Document Management | 2020 | n/a |
In 2020, Stonewall Kitchen implemented DocuPhase Document Management as a Document Management solution to address a rapid growth in paper records that overwhelmed onsite storage. Stonewall Kitchen is a specialty foods producer with more than 6,000 wholesale accounts, a catalog and web division, and nine retail stores along the U.S. east coast, and its accounting department had been forced to rely on an expensive offsite document storage facility. The offsite storage and manual filing created slow access to invoices and vendor documents, driving significant time spent searching for records.
The deployment focused on document capture, indexed storage, one-click search, electronic notes and automated approval workflows for accounts payable and invoice matching. DocuPhase's workflow automation replaced photocopy-based match and approval steps, and the implementation included configuration of web workflows and document-level annotations to support multi-user collaboration. The project was engineered with Stonewall Kitchen's IT staff to design and deploy the solution aligned to existing accounting processes.
The DocuPhase platform was integrated with Microsoft Dynamics NAV using its web services API, enabling exchange of invoice and vendor metadata and providing a pathway for additional application integrations. Operational coverage centered on the accounting department, with department heads and accounting staff using the approval workflows and collaborative notes, and the system enabled instant electronic delivery of documents to vendors. The integration architecture consolidated records onsite and centralized access to invoice and AP documentation.
The implementation restructured filing and approval governance by moving from manual paper handling to digital review, electronic sticky notes and documented workflow steps used during approvals. DocuPhase Document Management reduced the invoice approval lifecycle by 50 percent by eliminating photocopying during AP matching and approvals, and the consolidation reduced photocopy costs and late invoice payment penalties while lowering the volume of vendor inquiries. Stonewall Kitchen's Director of I/S Andrea Hall characterized the engagement as a consultative relationship that allowed the tool to be modified to support existing business practices.
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Buyer Intent: Companies Evaluating DocuPhase Document Management
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD DocuPhase Document Management Coverage
DocuPhase Document Management is a Document Management solution from DocuPhase.
Companies worldwide use DocuPhase Document Management, from small firms to large enterprises across 21+ industries.
Organizations such as RBC Wealth Management, Stonewall Kitchen, Alimera Sciences and City of Foster City, CA- Water and Wastewater Department are recorded users of
DocuPhase Document Management for Document Management.
Companies using DocuPhase Document Management are most concentrated in Banking and Financial Services, Consumer Packaged Goods and Life Sciences, with adoption spanning over 21 industries.
Companies using DocuPhase Document Management are most concentrated in Canada and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of DocuPhase Document Management across Americas, EMEA, and APAC.
Companies using DocuPhase Document Management range from small businesses with 0-100 employees - 25%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 25%.
Customers of DocuPhase Document Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified DocuPhase Document Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Document Management.