Banca CF+ Case History

Problem
The considerable amount of paper documentation, the difficulty in correctly managing correspondence, the lack of sharing and adequate digital storage of the documents themselves, put the customer’s efficiency and productivity at risk.

Need
It was therefore necessary to use an advanced system for the dematerialization, management, sorting and digital preservation of documents and correspondence in accordance with the law.

Targets
The aim was to achieve a global improvement in company performance through:

• the elimination of paper documentation;
• the optimization of document management;
• the reduction of document archiving and storage costs;
• digital archiving of documents according to law.

Solution implemented

ZenDMS, Document Management solution, has allowed us to proceed with a massive digitization. The flexibility of the solution has allowed a high level of integration and the possibility of providing ad hoc functions for the specific needs expressed by the customer.

With ZenDMS it was possible to manage:

• documents and ordinary correspondence thanks to a particular integration with Postel, which after the scanning and classification phase is made available within ZenDMS to users and offices for publication, processing and sorting operations;
• archiving of secured finance practices, through integration with the existing management system;
• the register of complaints and the register of complaints (i.e. of complaints from the Bank of Italy) and consequently the entire flow of opening, assigning, managing and closing the complaints themselves;
• the digital conservation phase in accordance with the law about accounts payable and accounts receivable.

Business Areas
General services, administration.

Benefits obtained

ZenDMS, provided a quick and effective solution to the problems complained by the customer. The result was thus achieved of having significant control over the numerous document flows managed and of increasing the levels of effectiveness and efficiency of business processes.