Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
The client is a major banking organization in Australia and New Zealand.
Client Need
The client required a robust ECM solution to enhance document security and automate processes. Key challenges included:
Siloed document storage and case management hindered operational efficiency due to manual workflows and disorganized content management.
Limited document and case management capabilities resulted from lacking a leading IBM ECM solution.
Increased security risks arose from the inability to implement refined document security based on user location, department, and role.
Prolonged document retrieval times occurred due to insufficient search functionalities within the FileNet repository.
Elevated manual effort was necessary due to the absence of automated email notifications and reminders for efficient workflow management.
Solution
Our customized ECM solution included:
Document Storage: Enabled direct document upload with configurable index fields into the FileNet Repository
Document Search: Implemented metadata-based search and result sorting for client and HR files
Document Access: Developed location, category, type, and department-based document access restrictions
Reporting: Built functionality to generate Excel reports from search results
Realized Benefits
Refined scanning solution using IBM Datacap
Improved content management solution using IBM Content Navigator
Customizable document metadata and content
Tailored content for email notifications and reminders
Adaptable electronic tickets for various settlement requests
Tools & Technologies
IBM FileNet
Microsoft SQL Server 2012
AutoStore
Datacap
IBM WebSphere
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