Document Genetics' Blog

Document Genetics Blog

Carlisle Brass automate purchase orders with Formate eVo

September, 2021


Carlisle BrassPrior to the implementation of the Document Genetics business automation solution, employees within Carlisle Brass’s customer service department spent many hours manually keying in information from purchase orders received via email.

To automate this process the new Formate eVo Application Bot continually polls email accounts for new purchase orders. If a purchase order arrives from an approved supplier, the eVo Bot automatically downloads the PDF purchase order, then intelligently extracts the key information and creates an XML file to upload to their ERP system.

As their orders have many line items, this saves valuable time by no longer needing to manual key from image and of course, dramatically reduces manual keying errors. The project management process and implementation went very smoothly despite difficult COVID related complications:

Sean, Head of IT at Carlisle Brass said “We have found the Formate Evo software very easy to implement.  Our project was kicked off at the start of the first lockdown with everyone adjusting to working from home and lower resources due to staff on furlough. Our first trial customer was developed very quickly for us by the Document Genetics technical team and immediately gave us results with order processing efficiency.  After that, we developed another four templates which were delivered very quickly and training followed suit – again, fully adapted to work remotely for the first time - but worked just as effectively.  This training has now been passed onto the whole of the IT team (not just the development team – but also the helpdesk team).  We aim to develop around 5 templates a month.”

Established in 1986, Carlisle Brass is a long-standing designer, manufacturer and distributor of architectural ironmongery. Their products are distributed through a strong network of trade outlets in the UK, they work closely with these retailers to make sure that customer’s orders are delivered where and when they need them. In addition to being ISO 9001:2015 and ISO 14001:2015 accredited, they have also been recognised with Gold Member status from the Supply Chain Sustainability School. The top 9 UK housing developers specify Carlisle Brass products for their new build projects, while more than 1,000 customers have chosen to trade with Carlisle Brass for more than 10 years.

Document Genetics Blog

Supercharge your legacy ERP system

August, 2021

Some companies still rely on legacy systems such as old versions of Kerridge (K-Print), JD Edwards, Baan, SAP, Microsoft Dynamics, MAPIX, Saphire, Merlin, IFS & Sage. These often run on a wide array of UNIX platforms, AS/400, IMB iSeries, RS/6000, etc, to perform important and often customised functions within businesses.


Simply put, businesses depend on them and they work reliably!

Our Technical Team has plenty of experience working with legacy systems (often working on them when they were state-of-the-art technology). In fact, they may have even already built tools to help integrate your legacy system with modern business automation solutions.

Our team of developers can provide Custom Development to integrate our technology into your business process, or to help you build a new custom application based on our existing development tools, libraries and expertise.

Click here for some ideas about making your Legacy systems more suitable in the modern business environment.

Document Genetics Blog

Medigold Health manage patient records with 570 infoRouter users

July, 2021

Medigold HealthWhen looking for an industry leader in occupational health you don't have to look much further than Medigold Health. They’ve been going strong for over 20 years and have won many industry awards throughout this period for providing robust occupational health and corporate wellbeing services, adding value and reducing costs.

Medigold offers a range of solutions for any organisation looking to improve the medical and wellbeing support for their workforce. Services include absence management, employee screening and a vast array of other specialist or tailored services.

When Medigold originally came to us in 2012 they were swamped in paper, but when they purchased infoRouter document management software they managed to eliminate this. Over the years their demand for infoRouter grew rapidly, as did the requirement for additional features.

Alan Denton the IT manager at Medigold stated that “infoRouter is an efficient electronic document repository for patient records. It provides fast and accurate access to patient documentation for clinicians during referrals.”

Working closely with the technical team at Document Genetics, Medigold developed a customised version of infoRouter called “MediDocs”. This continued collaboration has led to greater efficiency for patient records management with over 550 users throughout the UK.

Why not check out this short video testimonial from Alan at Medigold?


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  • Sywell Airport,
  • Sywell,
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