Passionate winemakers in Valais, the Rouvinez Family has built a true ecosystem of wine-growing businesses spread over eight different sites, bringing together more than 160 employees from the vineyard to the commercialization process for large distribution chains, the Horeca sector and private customers.
Challenges
Managing scattered documentation between paper folders, personal copies, and multiple versions, without a common reference system.
Ensure uniform access to the same documents for teams located in 8 different sites.
Ensure the tracking of tasks and invoices, which had previously been managed using Excel spreadsheets, which were considered too cumbersome to be truly utilized.
Solution
Implementation of M-Files, an electronic document management solution, proposed and integrated by tebicom SA (tebicom Solutions division).
Structured deployment in three phases: dematerialization of invoices, quality service, and then a classification plan.
Process validated by an initial POC, followed by support and training to enable the teams to become self-sufficient quickly
Results
Instant document search, by keywords, without going through a third party or wasting time.
Automation of the validation of invoices for all the companies in the group, with direct access for auditors to the accounting documents.
Track tasks and claims now visible and reliable, ensuring the same documents and information, regardless of the site.