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公司规模
SME
地区
- America
国家
- United States
产品
- DocuWare
技术栈
- Digital Document Management
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Digital Expertise
- 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
服务
- 系统集成
关于客户
ADMIN Partners LLC 是一家独立的第三方管理公司，为公共教育、地方和州政府、非营利组织以及教会和宗教组织提供退休计划管理和记录保存服务。ADMIN Partners 总部位于新泽西州樱桃山，不提供投资建议，他们只是帮助客户管理退休账户、提供所需文件、处理捐款并遵守 IRS 规则和法规。该公司使用复杂的纸质流程来通过工作流程传送文件。该公司的客户服务总监 Maria SpeeneyJohnson 每天收到数百份文件，她需要手动记录并亲自交给她的员工。
挑战
ADMIN Partners LLC 是一家第三方退休计划管理机构，在处理复杂的纸质文件处理流程时遇到了困难。该公司的客户服务总监 Maria SpeeneyJohnson 每天都会收到数百份文件，她需要手动记录这些文件并将其亲自交给员工。这个过程非常耗时，拖慢了整个客户服务团队的工作速度。为了满足客户安全规定，他们需要将文件室锁起来，这进一步阻碍了他们的工作流程。ADMIN Partners 希望实施一种解决方案，可以管理所有类型的文件，包括传真、邮件、电子邮件和电子数据文件。他们需要一个可定制的系统来满足他们的业务流程和文件类型，可以将纸质流程转变为具有自动化工作流功能的数字流程，并具有强大的安全功能，帮助他们安全地存储和以电子方式传递信息，同时跟踪和限制谁可以访问每种类型的文档。
解决方案
选择 DocuWare 是因为它完全满足 ADMIN 合作伙伴的所有要求，尤其是因为它可以处理任何类型的文档。他们与授权的 DocuWare 合作伙伴合作，实施了专门为 ADMIN 合作伙伴独特流程量身定制的 DocuWare 解决方案。每次收到文档时，都会使用 Excel 模板创建封面或护照，然后将其与扫描文档一起保存到“监视文件夹”中。护照上的信息用于自动索引文档并通过既定的工作流程路由文档。护照为注释和电子印章提供了空间。它记录了文档的“旅行历史”，并成为审计线索的一部分。扫描和验证传入的文档后，它们会被粉碎。每天有 100 到 300 份文档进入系统，DocuWare 确实简化了他们的流程。
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