Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
Australia’s first bank, one of the largest financial institutions in both Australia and New Zealand, required a modernized enterprise content management (ECM) solution to streamline processes and enhance operational efficiency.
Client Need
The organization faced critical obstacles hindering their operational efficiency and content management capabilities, including:
Existing systems lacked the ability to automate processes, leading to slow and error-prone workflows
Insufficient document access control created risks in maintaining confidentiality based on location, department, and user roles
Ineffective retrieval processes hindered access to documents, especially for content-based and metadata searches
Manual notifications and follow-ups caused inefficiencies, delaying case resolution and impacting overall productivity
Solution
Our experts designed and implemented a robust ECM platform using IBM technologies.
Document Storage: Enabled users to input mandatory and optional index fields for seamless upload of documents to the FileNet repository
Document Search: Provided advanced search capabilities to retrieve and sort client and HR files based on metadata and result headers
Access Control: Restricted document access based on predefined rules such as location, document type, and user department
Reporting: Introduced functionality to generate Excel reports directly from search results for improved analysis and tracking
Realized Benefits
The solution delivered tangible outcomes:
Optimized document workflows through IBM Datacap and IBM Content Navigator
Enabled configurable document metadata, email notifications, and reminders to suit specific business needs
Streamlined settlement processes using configurable electronic tickets, reducing manual intervention
Tools & Technologies
IBM ECM Solution
FileNet Repository
IBM Datacap
SQL Server
.NET Framework
Java
Microsoft Active Directory
IBM WebSphere
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