This client, a Fortune 100 company and a mutual life insurance company made a decision to digitise and index their paper-based loan applications. Without the internal expertise to manage a project of this size and scope, the organisation was faced with the option of hiring people or finding a solutions provider. After weighing the risks and benefits associated with each option, they ultimately opted to outsource the project at their location.
Swiss Post Solutions designed and implemented a solution that included:
• Migration of paper loan documents to a digital platform
• Utilization of client’s database information to cross reference and auto populate existing information into the new platform
• Robust search capabilities, incorporating indexing methodology
• Authorized access for users with special password protection for confidential records
• A single-format exporting process that was agreed upon by users
Swiss Post Solutions document management solution significantly enhanced the protection and integrity of the client’s information assets as follows: