公司规模
SME
地区
- America
国家
- United States
产品
- DocuWare
技术栈
- DocuWare
- Peachtree
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Digital Expertise
技术
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 农业
适用功能
- 商业运营
服务
- 系统集成
关于客户
国家农作物保险服务公司是一家国际非营利组织,代表 18 家销售联邦农作物保险的农作物保险公司,以及仅提供私营农作物冰雹保险的其他公司。NCIS 成员提供农作物冰雹保险、联邦支持的风险管理计划和私人开发的农作物保险产品,总保费超过 110 亿美元,2014 年保险价值接近 1500 亿美元。NCIS 代表其成员收集和管理数据和信息,进行研究和分析,作为农作物冰雹计划的持牌统计机构,并就索赔调整、道德、政策和程序开展广泛的教育活动。NCIS 成员的规模从单一州的公司到国家级的保险公司,以及国际公司成员不等。这些公司为参与联邦计划的所有农民提供服务,包括资源有限和社会弱势农民。这些私营公司与政府合作,提供安全网,公平地为美国农民和牧场主提供有效的风险管理工具。
挑战
国家农作物保险服务 (NCIS) 是一家代表 18 家农作物保险公司的国际非营利组织。他们管理数据和信息,进行研究和分析,并开展有关理赔、道德、政策和程序的教育活动。NCIS 拥有 45 名员工,需要一个安全的单一位置来存储和管理公司文件,例如内部会议记录、联邦政府信息以及分发给其成员的公告。他们还需要一种更好的方法来跟踪他们在制定决策过程中的不同版本的笔记,并且他们需要能够轻松研究做出决策的时间和原因。该组织还需要更新其有关电子邮件的文档保留策略,以释放其服务器上的空间。总的来说,他们看到了尽可能无纸化流程的好处。
解决方案
NCIS 与他们信任的 IT 供应商讨论了他们的需求,供应商推荐并安装了 DocuWare。该软件最初在人力资源部门推出,所有员工都接受了如何使用该软件管理时间卡、时间表和休假申请的培训。这样做是为了让整个组织在将 DocuWare 推广到工作流程更复杂的其他领域之前,对它感到满意。接下来,DocuWare 被推广用于管理具有长期保留计划的会议记录。如今,会议记录存储在 DocuWare 中,可以通过笔记本电脑、手机或平板电脑获取,无需通过电子邮件发送笔记。版本控制用于帮助员工跟踪高优先级决策并记录政策决策的演变。NCIS 决定将董事会会议记录回溯到 1997 年。过去,NCIS 每年会向其成员邮寄五到六次 CD,其中包含全国每个县和作物的联邦报告。如今,成员代理可以通过 NCIS 的网站登录 DocuWare,下载或访问与他们客户相关的信息。代理商使用这些信息来确定农作物的保费和保险金额,因此了解他们始终查看最新信息至关重要。
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