投资 DocuWare
公司规模
SME
地区
- America
国家
- Argentina
产品
- DocuWare
技术栈
- Autoindex
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
BACS Banco de Credito y Securitizacion SA 是一家领先的金融解决方案提供商，为投资公司和资本市场提供服务，总部位于阿根廷布宜诺斯艾利斯。该公司拥有大量贷款组合，包括质押、租赁、个人贷款和汽车贷款。他们拥有庞大的分销能力，由保险公司、共同基金、对冲基金和家族企业组成。BACS 是阿根廷票据市场的主要承销商之一，2010 年至 2014 年间管理的资产超过 2600 万美元。尽管取得了成功，但该公司仍面临文档流程效率低下的困境，只有 20 名员工负责文档盘点和归档每月通过 BACS 处理的 50,000 多份贷款文件。
挑战
BACS Banco de Credito y Securitizacion SA 是一家领先的金融解决方案提供商，为投资公司和资本市场提供服务，总部位于阿根廷布宜诺斯艾利斯，该公司一直苦于文档流程效率低下的问题。由于只有 20 名员工负责文档清点和归档每月通过 BACS 处理的 50,000 多份贷款文件，该公司不堪重负。现有的工作流程几乎完全是手动的，导致文件经常丢失或错误归档、报告错误和限制。该公司发现，随着文档在多个部门之间共享和移动，跟踪文档变得越来越困难。搜索特定文档和客户文件是一个耗时且低效的过程，经常让员工感到沮丧。BACS 需要一种解决方案来帮助他们满足不断发展的公司的需求，并使其更容易遵守 FACTA（公平准确信贷交易法案），该法案规定了银行文件的隐私政策并限制了共享消费者信息的方式。
解决方案
在对各种文档解决方案进行全面评估后，BACS 最终选择了 DocuWare，因为它能够通过自动化、透明的工作流程简化客户文件的管理和库存，从而提高记录保存的合规性。授权 DocuWare 合作伙伴 Ranko SA 与 BACS 合作制定了零中断计划，以实施 DocuWare 并创建数字工作流程，从而简化了迁移过程，使员工不会不堪重负。进行了一项研究来分析当前文档工作流程的复杂性，然后为每个流程建立了数字工作流程规则。通过将 DocuWare 与公司的内部系统链接，索引编制实现了自动化。现在他们的系统已链接，索引字段（例如文档 ID 号）可用作“匹配代码”来提取公司系统中已存在的相关数据记录，作为额外的索引术语，进一步增强了记录的安全性和准确性。然后扫描所有纸质文档（使用多功能设备）并将其索引到安全的数字数据库中，使数字存储的过渡无缝过渡。
运营影响
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