公司规模
SME
地区
- America
国家
- United States
产品
- DocuWare
技术栈
- Document Management Software
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
技术
- 应用基础设施与中间件 - 数据交换与集成
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
- 系统集成
关于客户
Community Title & Escrow (CTE) 是一家位于美国阿肯色州的产权保险公司。该公司成立于 1886 年,为位于阿肯色州东北部克莱、格林、克雷格黑德和波因塞特县的房产提供产权保险。该公司自 19 世纪初首次记录以来,一直保存着该地区每笔土地交易的档案。文件类型包括:地图、契约、诉讼通知、判决、留置权等。该公司在 4 个分支机构拥有 20 名员工。
挑战
Community Title & Escrow (CTE) 是一家产权保险公司,自 19 世纪初以来,该公司保存着阿肯色州东北部每笔土地交易的档案。该公司在研究房产所有权的手动过程中面临着挑战。文件按地理顺序编入“小册子”,指导员工找到编号的盒子或活页夹,以访问构成产权链的实物文件。随着 CTE 的发展和收购其他产权公司,手动维护所有这些记录变得非常困难。该公司需要一个解决方案,将所有信息数字化到一个可搜索的数据库中,以方便员工访问,消除容易出错的手动、手写流程,并加快产权保险工作流程,以快速满足客户的产权保险需求。
解决方案
CTE 实施了文档管理软件 DocuWare,以实现公司现代化。选择该软件是因为其安全性、易用性、灵活性和可扩展性。DocuWare 允许 CTE 不仅按字母顺序索引其文档,还可以根据实际的法律描述和记录文书中包含的各种其他信息来索引。这为他们提供了每个物业的完整且易于遵循的所有权链。随着公司扩展到新的县并收购其他产权公司及其文件,他们能够将这些新文件扫描或导入 DocuWare。即使是 19 世纪最古老的记录也已通过 DocuWare 进行扫描和管理。
运营影响
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