Mayfair Insurance 利用 DocuWare Cloud 实现文档管理转型
公司规模
SME
地区
- Africa
国家
- Kenya
产品
- DocuWare Cloud
技术栈
- Cloud Computing
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
技术
- 基础设施即服务 (IaaS) - 云计算
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
- 欺诈识别
服务
- 云规划/设计/实施服务
关于客户
总部位于肯尼亚的 Mayfair Insurance 提供各种保险服务。这些服务包括个人和财产保险（例如责任险、意外险、汽车险或家居险）以及企业解决方案（例如建筑业或产品责任险）。除了肯尼亚，该公司还在其他五个市场开展业务：乌干达、坦桑尼亚、卢旺达、赞比亚和刚果。该公司拥有 100 多名员工，所有员工均由其电子文档管理解决方案提供支持。
挑战
在引入 DocuWare 之前，Mayfair Insurance 背负着堆积如山的纸质文件。每个保单持有人都有一个文件夹，其中包含保单、客户文件、保险对象和福利记录以及与索赔结算相关的大量文件（如评估员报告）。多年来，积累了数千份文件。安全问题也是他们进行数字化转型的一个重要考虑因素。该公司认识到，在发生水灾或火灾等紧急情况时，纸质文件的访问受限存在风险。因此，管理层决定立即引入数字文档管理系统 (DMS)。
解决方案
Mayfair Insurance 决定引入数字文档管理系统 (DMS) DocuWare。该系统首先在理赔部门推出。客户继续以各种形式提交文件，包括纸质文件、电子邮件，甚至 WhatsApp 消息。但是，不再需要打印或复印任何内容。员工立即将所有文档传输到他们的数字档案中，方法是拖放或通过简单的扫描功能。然后，DocuWare 根据文档内容自动对文档进行索引。甚至员工在其 ICON ERP 系统中创建的表格也会自动以数字方式传输到 DMS。然后，各种工作流程根据职责将文档分发给相应的员工。数字印章（也记录了处理时间）用于检查索赔并释放索赔以进行结算。甚至索赔结算本身也通过添加相应的付款单据精确记录在 DMS 中。DocuWare 逐渐扩展到其他领域，例如承保和会计部门处理收到的发票。
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