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Document Management for Hospitality & Breweries

Hospitality and brewing businesses manage large volumes of documents across multiple sites, departments and systems. Supplier invoices, contracts, property records, employee documents and operational information all need to move efficiently between Finance, hotels, pubs, breweries and head office teams.

Daniel Thwaites demonstrates how DocuWare can provide one central platform for managing these documents and the processes around them, integrating with existing hospitality systems while automating workflows across the wider business.

Founded in 1807, Daniel Thwaites is a well-known Lancashire-based hospitality business with a rich heritage and a modern approach.

The business operates Thwaites Pubs & Brewery as well as a growing collection of Hotels and Spas, and Inns. Starting with just ten public houses, Thwaites now has an estate of over 223 tenanted pubs, inns and hotels spanning England, with each one playing a key role in delivering the warm hospitality Thwaites is known for.

Remaining true to its brewing roots, Thwaites recently invested in a state-of-the-art brewery in the Ribble Valley, blending tradition with innovation. Its eye for quality, craftsmanship, and forward-thinking attitude underpin every aspect of the business from the brewery to the inns, and mirror the longstanding partnership it has built with DocTech over more than two decades.

 

Starting with Accounts Payable Automation

When Thwaites became a DocTech client in 1999, the goal was to digitise their document storage with a simple on-premise DocuWare system for ten users and a CD Maker for archiving. This created their first digital document repository, replacing paper-based filing with secure, searchable storage.

Just two years later, in 2001, Thwaites were already pushing boundaries becoming one of the first UK organisations to integrate DocuWare with their former finance system, Great Plains.

Thwaites overview stats

This early adoption of automation demonstrates Thwaites’ innovative mindset and marked the start of a continual journey of digital transformation which has seen huge evolvement of their DocuWare solution and almost 200 of their staff using it as one of their business systems.

Exceptional staff retention in both businesses has meant the relationship has been able to truly flourish. 

 

Learn More About Accounts Payable Automation 

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Automating Invoice Processing: Across Thwaites' Business

By 2019, Thwaites’ accounts payable process had evolved significantly, but like many businesses, there were still paper-based steps. Invoices received digitally were being printed, manually stamped, and physically approved before being scanned back into DocuWare.

While advanced when first implemented, this workflow was becoming inefficient as invoice volumes increased and digital invoices became the norm. Recognising the opportunity to go fully digital, Thwaites once again led the change.

In 2019, they implemented a fully electronic accounts payable process with DocuWare at its core. Using an email connector, the accounts team could store both emails and attachments directly into DocuWare.

DocuWare Intelligent Indexing could now automatically capture and suggest key data fields, eliminating timely manual entry. The information could flow seamlessly into Thwaites’ Finance and ERP systems, with inbuilt approval workflows and all documents retained in line with retention policies.

No printing, no manual stamping. A completely digital, auditable, and efficient process benefiting every team involved.

Explore our Accounts Payable Case Studies 

Digitising Contracts & Signatures

Thwaites’ appetite for innovation continued in 2023, when the business rolled out integrated, legally binding digital signatures across multiple processes.

The solution, built directly within DocuWare, supports:

  • Invoice signing for the accounts team
  • Event and wedding contracts for hotels and inns
  • Other operationalagreements requiring digital sign-off

Documents are now created, signed, and tracked entirely within DocuWare,

complete with reminders, retention rules, and full visibility. Thwaites have integrated digital signatures for all kinds of processes and document types. 

Thwaites DocuWare

Daniel Thwaites timeline

25-Years of Business Improvement, Built on Trust

In the 25 years since first implementing DocuWare, Thwaites has:

  • Completed multiple server and software upgrades
  • Added new on-premise modules to expand functionality
  • Built numerous custom processes across departments
  • Adopted DocuWare Cloud (2025) to complement the On-Premise DocuWare system

The hybrid environment offers the best of both worlds - the power and control of on-premise with the flexibility and scalability of DocuWare Cloud. One of the most exciting additions is DocuWare Forms, which Thwaites now use for customer-facing interactions powered quietly in the background by DocuWare.


Connecting DocuWare with Hospitality & Finance Systems

Over the years, Thwaites’ internal IT team has developed a strong command of DocuWare managing much of the system in-house while drawing on DocTech’s expertise when needed.

DocuWare integrations now extend to key business systems including:

  • 2 Property Management Systems
  • Finance & ERP System
  • EPOS System

These integrations ensure smooth data flow across finance, hospitality operations, and guest management, enabling staff to work more efficiently and giving management a unified view of information.Talk to DocTech About Integration

Automating Hospitality Processes: The Future

Looking ahead, the digital team at Thwaites continue to explore ways to extend DocuWare’s reach across its operations enhancing collaboration between teams, streamlining supplier and landlord communications, and improving the experience for guests, tenants, and employees alike. They're looking at use cases for digital forms for all kinds of processes in Finance and Operations as well as integrations with their Hotel Management System and Finance & ERP System.

Thwaites' proactive approach, supported by a trusted 25-year relationship with DocTech, reflects a business that has consistently embraced technology early, continuously invested in digital transformation, and remained focused on creating efficient, sustainable, and connected processes.

Thwaites’ long-standing partnership with DocTech stands as a testament to what can be achieved when innovation meets tradition a forward-thinking hospitality group combining the best of its historic roots with modern, intelligent technology.

The Results: One System Supporting the Whole Business

DocuWare is a key business system for Thwaites.

DocuWare gives hospitality and brewing businesses one central system for managing documents and workflows across Finance, Operations, Estates, HR and customer-facing locations.

From supplier invoices and contracts to property and employee documents, information can be securely stored, quickly accessed and automatically routed through the right processes.

600,000

Invoices stored to DocuWare

Imagine the space needed to store these if they were still on paper! (Or the Cost to send them offsite).

Other departments using DocuWare include Estates, Marketing, Pub Operations and Recruitment. 

100%

Automated Contract Management

No Printing or Scanning and hundreds of hours saved storing, saving and chasing up contract documentation.

With inbuilt retentions, reminders and date driven tasklists, the need for spreadsheets is gone. DocuWare houses the documents and controls the process. 

How Can DocuWare Help Hospitality Businesses?

DocuWare integration

Integration

Decrease the pressure felt by staff when faced with issues from tenants with a document management integration into your housing management system.

This provides instant access to the required documents in a system they're familiar with.

When documents are readily available, tenant requests can be answered and processed immediately. This saves time, money and prevents disgruntled interactions

Invoice processing

Accounts Payable

Social Housing Finance teams are usually a key focus for us, benefitting from automated invoice processing.  

Invoice data down to line item level, is automatically captured, validated & approve, then "pushed" into the finance system.  

The full purchase to pay process, managing purchase order requisitions, matching invoices with purchase orders and delivery notes are standard requirements we support.

11 Quality

Compliance

For social landlords,  high volumes of documents are processed constantly. 

So, how do Housing Associations maintain quality and compliance without killing efficiency? 

When documents are stored in DocuWare. regulations such as GDPR and The Data Protection Act can be easily met. 

Rules -based access, retention and deletion policies are easily implemented.

Contact us - info@doctech.co.uk or 0161 647 7040