Document Management System – Approval process enabledBanking, Financial Services
COMM-IT helped a leading Bank in the Kingdom of Saudi Arabia to improve it efficiency and cut cost by implementing DMS on SharePoint. The customer is the no 1 Global Insurance Brand as ranked by Interbrand. Its 4th largest Insurance Company in Saudi Arabia. Present in KSA for more than 30 years having 300 workforce employees.
The client was looking for vendor with experience in Microsoft SharePoint, who can help improve the efficiency and cost cutting by developing a Document Management System as per their requirement. The client was having lot of paperwork & approval process and was looking for vendor who can provide seamless services for solving these things digitally. COMM-IT after due diligence was short listed as a preferred vendor.
challenge
In this Bank, finding, retrieving, updating, and storing paper documents was creating delays throughout the business process. The manual filing took up lot of space, was messy and difficult to handle. Locating a required document was an unpleasant routine task. The paper files could not be easily found and retrieved due to the increasing number of paper cabinets The Bank was trying to eliminate the need of having to maintain hard paper copies of documents for references and reduce the problem of having to store all paper and documentation in the office thus reducing precious space
solution
Comm-IT utilized the combination of emerging advanced Microsoft technologies and business processes with a feasible analysis on the document management process required. We created a customized Document Management System using On-Prem SharePoint 2016, capable of sharing and managing documents across the company. DMS offered a total solution for document scanning, storage, and easy retrieval of files. It presented an intuitive, easy solution with a familiar file structure to the company.
Benefits
- Simple – designed for users; rich, concise user experience
- Modern Approach – what users wanted today
- Workflow based
- Single sign on
- Microsoft Single Platform
- Smart & Powerful Search
- Custom Filter Panel
- Custom Ribbon
- Commonly used features
- Version Control
- Microsoft Security
Technologies Used
- SharePoint 2016 On Premise
- SharePoint Designer Workflow