 |  |  |
 | | | | |  |
|
Sterling Futures
|
Download Case Study
|
 |
Company Overview: Comprehensive Wealth
Management Services
web site: www.sterling-futures.com
Location: San Francisco, San Mateo, Santa Clara
Industry: Financial
NetDocuments Usage: Document Management
Software switched from: Paperport
|
|
CHALLENGE
|
| |
 |
"We were storing documents locally using a desktop-based document management system. However,
we wanted to meet and exceed all SEC security and compliance features for electronic document storage
and retrieval which we could not do with our existing system."
|
|
"In addition, living and working in San Francisco I wanted a disaster recovery plan that would
have our firm up and running in a matter of minutes rather than days or weeks."
|
|
"Finally, I wanted all the firm's client and business files to be accessible in a secure manner
from anywhere in the world so we could continue to travel extensively without affecting my ability to
provide clients with service that far exceeds their expectations. I have always been wary of the risk
involved in traveling for long periods with a laptop containing client data."
|
|
SOLUTION
|
| |
|
Ease of use. "I like to be able to choose whether to use the Windows file structure to find
documents or the search facility."
|
|
"Online uploads and downloads were much faster than I expected and I hardly noticed any difference
to accessing documents locally."
|
|
"NetDocuments allowed me to import all files mirroring the Windows file structure we had been
accustomed to using. Very little ramp up time was needed and once the painless task of uploading files
using the Folder Upload utility tool was accomplished actual usage was very intuitive."
|
|
"I found NetDocs personnel to be very knowledgeable, professional and easy to deal with. They
appear to understand that these documents represent my firm's life blood and consequently fast service
to answer a question or resolve an issue should be the norm, not the exception."
|
|
RESULTS
|
| |
|
"I no longer fear that my laptop will be stolen because there is no longer any client data on it.
Consequently, using NetDocuments and knowing that my documents are always securely stored and instantly
available I am able to stay away from the office much longer than I could otherwise. For example, I
like to spend approximately two months each year in Europe and NetDocuments allows me to do this with
complete peace of mind knowing that I lack nothing I may need to service my clients while I am away from
the office."
|
|
"While no business is litigation-proof, storing our documents in a non-rewritable, non-erasable
time-stamped format at least it gives us a fighting chance that our records will be accepted by the
courts and not rejected out-of-hand because they might have been altered subsequent to the event in
question."
|
|
"Working with NetDocuments has been a pleasure. This is the only key software application I have
used which has been glitch-free since I started using it."
|
|
"NetDocs was surprisingly affordable as I was able to dispense both with my online backup service
as well as my local server backup."
|
 |  |  |
|
|
|
|
Key Customers
|
2Maisie5 Realty
4 Mile Branch Property Svcs LLC
7 Clicks
Abilita
Allan M. Scheider Associates
American Appraisal Canada Inc.
American Arbitrage
Amesos Inc
Ark
ASCEND
AXIOS Law Group, PLLC
Bachman Business Services
Ballard Law Office
Bridges & Bridges
Broad & Cassel
Brofort Inc
Brown Club of Boston
BuildAll Distributors (TCI) Ltd
Burke Williams & Sorensen
Camp Services
Carlsmith Ball LLP
CCMP Capital
Celesio
Century Tax & Financial Services
Ceridian Employer Services
Charles R. Kopecky, MD, PA
CNL Financials
Cohne Rappaport & Segal
The Compliance Gurus
Conexo
Congressman Chris Cannon
Crowley Law
Decision Support Services
Defined International
Dr. Kopecky
Dr. Rafath Quraishi
Dorsey & Whitney LLP
E & A Investments Inc.
Employ America
Ent By the Sea
Entalex Solutions
ePaperless LLC
Euromarks
Fabian & Clendenin
Faith Community Church
Forman Group
Foundation Ventures
Fowler Measle & Bell
Fund Independence in Journalism
Gibraltar 1031, LLC
Gibraltor Construction - Lee Babit
Gilmor Associates
GIV Venture Partners
Graham Land Acquisition
Hahn and Moodley LLP
Halleland Lewis Nilan & Johnson
Hamilton Martens Ballou & Sipe
Hart, King & Coldren
Hawkins & Associates
The Henderson Law Firm
Hillis Clark Martin & Peterson P.S.
Ingenuity Software
IPiphany
IronHealth
J Hue Henry P C
Jack A. Cross Associates
Jamaica National
Jeffrey Jacobson
Katz & Kleinman PLLC
Kauff McClain
Kegler, Brown, Hill & Ritter
Kennedy Covington
Kennedy Johnson LLC
Kid Gloves Music
Kimco Realty Corporation
Kustom Kinetics
Kutak Rock
Law Office of John Mietus, LLC
Law Offices of Ann Rankin
Law Offices of Astride & Howell
Law Offices of Brett Whipple
Law Offices of Howard D. Behar
Leavitt Firm
Lewis Brisbois Bisgaard & Smith
Liberty Funds Group, Inc
London Fleet
MAD Technologies
Maxi Group
McDaniel Law
McDonald & McCabe
McLeod, Watkinson Miller
McMillion & Hirtensteiner, LLP
MGandy, LLC
Michael Haberman, MD
Middleberg
Miles & Stockbridge
Mission Training International
MMA
Monfort Institute
Moore & Van Allen
Morgan & Finnegan
Morrison Law Group
MS Baptist Health Systems
MTC Partners LTD
MySherpa
Nabarro
NANA
National Assoc of Neighborhoods
National Retail Properties
Natrona
New House Strategic Counsel
Nielsen & Senior
Our House
Pacific Nursing
Pangaea Ventures Ltd
Parker Remick
Paul Hastings Janofsky & Walker
Payne & Fears LLP
Perkins Coie
Pine Tree Commercial Realty, LLC
Pooley & Oliver LLP
Portola Strategies
Prosodie Interactive
Purrington Moody LLP
Q-Biz Solutions
Queen Shoals, LLC
Rastelli Foods
RealPros
Red Mountain Law
Regio USA
Regional Nephrology Associates
Retirement Planning Resources
Rothken Law Firm
RX Trials
Salesforce.com
Schorr Law
SJ Berwin
Smith Hartvigsen PLLC
Smiths-Law LLP
Snell & Wilmer
Sovereign Investments
Spadea & Associates
Spatial Group Pty Ltd
Stagen Leadership Institute
Starpoint Resort Group
State Street Housing
Stephan, Oringher, Richman
Steptoe & Johnson
Sterling Futures
Steven Chung and Associates
Superior Transport
TCM Mortgage
TGD Consolidations
Town & Country
True North Law
Tulchinsky-Research
US NETCOM
Van Winkle Law Firm
Vear Commercial Properties Inc
Webworks Accounting Solutions Inc
Westbrook Partners
Western Legal Group, APC
Wit SAL Inc.
XMD, LLC
Xtreme Mountain Development
Xpheros Corporation
Zell Law
Zsort Agardy
|
|