CASE STUDY MORGUARD INVESTMENTS
Morguard Investments Limited (MIL) was established in 1975 and is one of Canada’s premier real estate investment advisory and management companies. The company employs over 800 staff, located in nine offices across Canada. With over $4.5 billion in assets under management, MIL provides a full range of real estate portfolio, asset and property management services.

The Challenge:
Ensure Long-Term Document Security, Deliver Fast Access to Information and Reduce Filing Space. The Corporate Lease Administration Department was faced with growing piles of paper documents that could be easily misplaced, misfiled or destroyed. Staff spent too much time manually retrieving information from the library. Valuable office space was used to house filing cabinets.

Solution:
Synergize Electronic Document Management System

An electronic document management solution was required by the Corporate Lease Administration Department to ensure the long-term integrity and security of documents, provide fast and easy access to secure information, and eliminate the need for extensive filing cabinets.

Microdea was selected due to their reputation and expertise in designing and delivering customized business solutions for financial services companies. Microdea’s solutions enable companies to increase efficiencies while reducing operating costs.

Results:
Enhanced Document Security and Reduced Operating Costs

Synergize's security features ensure that files can no longer be misplaced or lost due to fire, flood damage etc. Now that filing space requirements have been scaled back, MIL’s Corporate Lease Administration Department has more office space available to accommodate staff, and operating costs are lower.

In addition, employee productivity has increased in MIL’s Corporate Lease Department Administration department. Rather than spend their time on paper management, storage and retrieval processes, staff now access secure digital information 24/7, directly from their desktops.

 “The ability to access leasing documents directly from the desktop has increased staff efficiencies and resulted in shortened response times,” commented Glen Simpson, Manager, Lease Administration, Morguard Investments Limited.