Case Studies

Docwize in Practice

Complex, document-intensive matters require more than storage — they require structure, linkage, and a clear analytical path. These case studies illustrate how Docwize helps teams bring order to large, disparate document sets and work toward defensible conclusions.

Inventory System 1Inventory System 2Variance periodInventory (000s)130140150160ΔΔΔJanFebMarAprMayJunJulAugSepOctNovDec

Insurance Investigation

Reconciling Inventory Systems in a Major Insurance Investigation

When a significant discrepancy emerged between physical stock counts and ERP records at a major industrial processor, the investigation team used Docwize to bring the underlying data together and identify where two independent inventory systems diverged.

RevisionApproved on timeApproved after construction startPkg APkg BPkg CPkg DPkg EPkg FConstruction startApproved afterconstruction start →Project startProject completion

Construction & Engineering Document Control

Reconstructing the Design History of 50,000 Engineering Drawings in a Construction Dispute

Legal and engineering teams used Docwize to bring order to more than 50,000 engineering drawings, transmittals, and approval records — transforming a fragmented project archive into a defensible chronology of revisions, approvals, and construction events.

Diagram showing three independent source registers being reconciled into a single unified Master Document List, with missing entries and status mismatches highlighted

Construction & Engineering Document Control

Tracking 22,000 Engineering Transmittals Across a Major Infrastructure Programme

Project teams used Docwize to reconcile more than 22,000 engineering transmittals across three independent source registers, creating a single auditable view of document movement and missing correspondence.

Diagram linking beneficiary records from payroll, training, and attendance systems to supporting documentary evidence in a single compliance view

Government Programme Administration & Workforce Compliance

Unifying Compliance Records Across a National Workforce Programme

Programme administrators used Docwize to link beneficiary, training, payroll, and documentary evidence into a single auditable compliance register.

Diagram showing a multi-gate vendor qualification workflow and three-way invoice matching process for procurement control

Procurement & Vendor Compliance

Automating Vendor Qualification and Invoice Control Across a Multi-Gate Procurement Process

Procurement teams used Docwize to structure vendor qualification workflows and apply invoice matching controls across fragmented procurement processes.

Diagram showing an email archive connected to dispute topics including QA/QC, site supervision, coating specifications, and transmittals, with a communication activity timeline below

Arbitration Support & eDiscovery

Rapid Email Review in a High-Volume Arbitration Matter

Legal teams used Docwize to process and search approximately 150GB of Outlook PST data under severe time constraints, rapidly identifying communications relevant to key technical and supervision issues in an ongoing arbitration.

OrderedReceiptedInvoiced — exceptionPO-4471PO-4489Invoiced +16PO-4502PO-4518Invoiced over short receiptPO-4530PO-4547Invoiced over short receipt3 of 6 lines blocked before the approval workflow — quantity and unit price checked against order and receipt

Procurement & Accounts Payable

Automating Procure-to-Pay for More Than 18,000 Purchase Orders at a Telecoms Field-Services Company

A telecoms and field-services company used Docwize as the control layer over its ERP for the full procure-to-pay cycle — quote capture, requisition approval, purchase order sync, goods receipt, three-way matching and invoice approval — so that every supplier payment traces back to an approved quote.

16 legacy archivesOne repository — 4.98M documents95k – 620k documents eachhash +contentRetained as the record3.18MExact duplicates removed1.24MNear-duplicates for review560kDuplicates identified by content hash, not filename

Construction & Project Management Document Control

Consolidating More Than 5 Million Documents from 16 Legacy Archives for a Large Construction Group

A large construction group with more than 100 active projects held more than 5 million documents across 16 separate legacy document databases. Docwize was used to inventory the entire estate, map every document to a project register, and consolidate the archives into one active project repository, one corporate repository and one long-term archive.

Authorised by order and receiptInvoiced above authorised04080120160Invoice value (000s)2291+13230423122327+1623382344+18235123603 of 8 invoices over-authorised by 47k in one runHeld for query before payment, with the reason written on the document

Finance & Supplier Management

Detecting Over-Invoicing Before Approval with Automated Supplier Invoice Reconciliation

A large property and construction management firm processing hundreds of supplier invoices a month used Docwize to validate every invoice against its procurement system's orders, its supplier master and previously received invoices — blocking over-invoiced, duplicate and unmatched invoices before they reached an approver.

Scheme billing schedulePayroll deduction file2,840 members matched · 114 flaggedExceptions by check, one monthBilled, not on payroll34Query schemeOn payroll, not billed21Verify with HRContribution amount differs18Update payrollTerminated but still billed12Query schemeAdult dependant count9Verify with HRPlan option mismatch7Update payrollChild dependant count6Verify with HRSavings amount differs4Update payrollEmployee code mismatch3Verify with HREach exception arrives with its action assigned — no schedule opened side by side

HR, Payroll & Benefits Administration

Reconciling Medical Aid Billing Against Payroll Deductions Every Month with Nine Automated Checks

A multi-site business with a large workforce used Docwize to reconcile the medical scheme's monthly billing schedule against payroll deductions — nine automated checks, a change report that routes each exception to the right team, and a payroll-outcome column that confirms which corrections actually landed.

Median days90th percentile3-day service levelFrom 30k+ workflow actionsLogged and registered0.4d · p90 1.1dDocument control check0.9d · p90 2.4dDiscipline assignment1.2d · p90 3.1dTechnical review4.8d · p90 17.5dApproval signature1.6d · p90 4.2dIssued to site0.5d · p90 1.3dOne stage holds the tail — visible only once every action carries a timestamp

Engineering & Project Management Document Control

Tracking More Than 30,000 Workflow Actions to Find Approval Bottlenecks Across Hundreds of Engineering Projects

A multi-disciplinary engineering and project-management firm running hundreds of concurrent projects used Docwize to issue transmittals through governed workflows, track notification delivery per recipient, and report how many days each team held a document — before delays became disputes.

Fully evidencedCould be upgradedCritically missing65k+ document-to-record links · 1,000+ field workersBases 1–8012 missingBases 81–16029 missingBases 161–24018 missingBases 241–32041 missingBases 321–40016 missingBases 401+23 missingCompleteness per base and period, and certifications expiring next — one query, not a phone round

Government Programme Administration & Workforce Compliance

Proving Training and Certification Compliance for More Than 1,000 Field Workers Across 400+ Bases

A national environmental and workforce programme deploying more than 1,000 field workers from more than 400 community bases used Docwize to link every training outcome to its evidence — attendance register, certificate or statement of results, invoice and identity document — and to report deployment readiness and expiring certifications before the season starts.

Classified, high confidenceRouted to human review102k records · 10.8% to reviewIncident reports7% reviewInspection records7% reviewPermits to work13% reviewTraining and induction7% reviewEnvironmental monitoring14% reviewContractor safety files23% reviewA bounded review queue, and every classification recorded against the record it changed

Health, Safety & Environmental Compliance

Classifying More Than 100,000 Health, Safety and Environmental Records for a Regulatory Handover

An engineering contractor on a power-generation megaproject used Docwize to classify a decade-plus archive of more than 100,000 health, safety and environmental documents into a controlled taxonomy of more than 200 types and subtypes, preparing the record for formal handover to the facility owner under occupational health and safety law.

Document-heavy matters demand structured analysis

Whether the matter involves reconciling financial records, reconstructing a project's design history, or tracing transactions across multiple systems, Docwize provides a governed analytical environment designed for professional-grade investigation and review work.