ADM Investor Services International 利用 DocuWare 简化文档管理
公司规模
SME
地区
- Europe
国家
- United Kingdom
产品
- DocuWare
技术栈
- Cloud-based Document Management System
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
技术
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 监管合规监控
- 远程资产管理
服务
- 云规划/设计/实施服务
- 系统集成
关于客户
ADM Investor Services International (ADMISI) 是一家总部位于伦敦的全球食品集团 ADM 的服务提供商。该公司成立于 1930 年，最初负责集团内部生产的财务安全。业务迅速扩展，包括外部客户和其他金融服务。如今，ADMISI 拥有约 140 名员工，提供全方位的经纪和清算投资服务，为全球 1,200 多家客户提供服务。该公司使用基于云的文档管理系统 (DMS) 来处理与客户相关的文档的归档。
挑战
ADM Investor Services International (ADMISI) 在管理和存储与客户相关的文档方面面临挑战。创建新文档的过程非常繁琐，需要填写不同的 Word 模板，然后将其打印出来。该公司还必须处理财务经理的授权书，这需要人工干预。检索信息是一个耗时的过程，员工必须在纸质档案中搜索数小时。该公司还必须遵守数据保护法规 (GDPR)，但由于文档存储在不同的文件柜或服务器驱动器中，因此这很困难。
解决方案
ADMISI 实施了基于云的文档管理系统 (DMS) DocuWare，以简化其文档管理流程。DMS 将所有客户文件存储在中央文档池中。存储新文档时，系统会自动将更多信息添加到数据记录中，以便以后根据各种条件进行详细的文档搜索。DMS 还有助于创建新文档。员工可以使用 DocuWare 的表单功能创建单个文档，然后通过电子邮件将其直接转发给客户。财务经理授权信函等多个工作流程也由 DocuWare 控制。该系统借助详细的访问权限确保遵守所有法规。
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