Enterprise Content Mangement
Let’s work together to make your processes smoother and your information management seamless!
Enterprise Content Management (ECM) is all about simplifying how organizations handle their content. It involves the strategies, technologies, and practices needed to capture, manage, store, preserve, and deliver documents efficiently. A well-designed ECM system ensures that the right people have access to the right content at the right time, streamlining workflows and boosting productivity.
With years of experience in ECM, we are here to help your organization develop a program that works for you. Whether you’re using Hyland OnBase, Fiserv Director, or another ECM solution, we can guide you in building an effective, customized ECM program for your bank.
Services
Elevate your content management strategy with our ECM and Document Imaging consulting services. We take a holistic approach to streamline your organization’s content, boosting efficiency, ensuring compliance, and strengthening security. Let us help you transform your document management processes into a powerful tool for achieving your business goals.
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ECM Strategy & Planning
Needs Assessment: Perform in-depth evaluations to analyze your organization’s current content management practices and identify future requirements. Roadmap Development: Design a comprehensive ECM strategy and implementation plan tailored to align with your business goals. Technology Evaluation: Recommend the best ECM platforms and tools to meet your organization’s unique needs and drive success.
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Security & Compliance
Regulatory Compliance: Ensure ECM solutions meet industry regulations and standards. Security Measures: Protect sensitive data with strong security measures. Audit Trails: Track document activity with detailed audit logs for transparency and accountability.
Document Digitization
We work with your organization to design and implement effective indexing strategies that make it simple to retrieve and manage digitized documents. By creating a clear and consistent indexing structure, we ensure that every document is accurately categorized and easy to locate. Customized Keywords: Creating indexing categories to match your organization’s workflows. Metadata Standards: Defining key fields for consistent document tagging. Search Optimization: Enhancing search for faster, more accurate results. Scalability: Designing a system that grows with your organization.
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Workflow
Document Workflow Automation & Integration: Design and implement intelligent workflows that automatically route documents and data based on business rules, improving operational efficiency and reducing manual intervention. Compliance & Audit Trail Implementation: Establish detailed audit trails and activity tracking for all document interactions, enhancing internal controls and supporting compliance with regulatory requirements. Business Rules & Risk Reduction Consulting: Develop and enforce standardized business rules and logic to ensure consistent practices, minimize operational risk, and reduce process variance.
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Rollout & Integration
System Design and Configuration: Design and customize ECM systems to fit the unique workflows and processes of the organization. Integration Services: Seamlessly integrate ECM systems with existing enterprise applications (e.g., BPM, Abrigo) to enable efficient data flow. Migration Services: Handle the transition of content from legacy systems to the new ECM platform.
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Ongoing Support
Here When You Need Us! Count on us for ongoing support of your ECM solutions—because your financial institution deserves a partner that's always in your corner.