Industry:
Hospital and Health Care

Use Case:
Document Management and Workflow Approval

Client Business Description

Managing Research and Business Documents

Oregon Urology Institute is a urological center serving patients in Oregon and providing care across a range of urological specialties. The organization also operates a Research Center and conducts regulated studies.

With research and other business operations relying on document-heavy processes, the organization needs an efficient way to manage documents, support approval workflows, find information, and connect document processes with other applications.

Challenges

Improving Document Workflows, Search, and Compliance

Oregon Urology Institute needed a document management system that could streamline document approval workflows, improve searchability, integrate with other applications, and support the requirements of its regulated research activities.

The organization was looking for a system that would provide:

  • Straightforward, common-sense navigation
  • Streamlined document approval workflows
  • OCR and search capabilities
  • Integration with other applications
  • Support for 21 CFR Part 11 requirements for FDA-regulated studies
  • Responsive customer support
  • Ongoing product improvements

As part of its evaluation, Oregon Urology Institute also considered M-Files, Veeva Vault, and FileHold before selecting Docsvault.

Oregon Urology Institute logo

Nimble and common sense system with lots under the hood. Overall, the experience has been great. This is leaps and bounds above our last system. My research department has been very happy with the document approval and tracking. The support team has been great!

Mark A, IT Manager, Oregon Urology Institute, Oregon Urology Institute

How we helped

Streamlining Document Management and Approval Workflows

Docsvault provides Oregon Urology Institute with a straightforward platform for managing documents and approval workflows.

The organization’s review highlights Docsvault’s OCR and search capabilities, which make it easier to find documents and information. Document approval workflows have also helped streamline processes and tracking for the research department.

The organization also noted that Docsvault is 21 CFR Part 11 compliant for the FDA-regulated studies it conducts.

The review further highlights the responsiveness of the support team and Docsvault’s ongoing product improvements.

Key Capabilities

Document Management

Provides a centralized system for organizing and managing documents for easier access and retrieval.

Document Approval Workflows

Helps streamline document approval and tracking processes for the research department.

OCR and Search

OCR and search capabilities make it easier to locate information within documents.

API Integrations

Enables integration with other applications, including DocuSign, and supports application notifications.

21 CFR Part 11

Supports the organization’s requirements for FDA-regulated studies.

Ease of Use

A straightforward, common-sense interface makes the system easy to navigate and use.

Responsive Customer Support

The customer highlights Docsvault’s responsive support team and ongoing product improvements.

Results

Less Than Two Years of Use

After using Docsvault for less than two years, Oregon Urology Institute describes its overall experience as great and says the system is “leaps and bounds above our last system.”

The research department has been particularly happy with document approval and tracking. The organization also values Docsvault’s straightforward interface, OCR and search capabilities, application integrations, and responsive customer support.

The Takeaway

Practical Document Management for Regulated Research

Oregon Urology Institute’s experience shows how a document management system can support document approval, tracking, search, and application integration within a regulated research environment.

For organizations managing document-heavy research and administrative processes, ease of use, searchable information, streamlined workflows, integrations, and responsive support can contribute to a more efficient document management experience.

How Docsvault Can Work for Your Organization

Whether your organization manages research documents, administrative records, or other business-critical files, Docsvault helps centralize information, improve document workflows, and make documents easier to find and manage.

For organizations with regulated workflows, Docsvault also provides capabilities designed to support controlled document processes and compliance requirements.

Editorial Note: This customer story is based on a public customer review published on Capterra.