Electronic document management system — Globus Bank
A system that automates outgoing, incoming, internal documents, as well as orders and protocols, uniting 500 employees
Functionality
- Access to the personal account of the employee: aggregation of tasks, documents, links to external resources, catalog of business processes
- Internal documents: internal correspondence, application processing, personnel documents, memoranda, internal regulatory documents, etc.
- Constructor of routes for approval, signing and execution of documents, settings of control of execution (including cyclic)
- Support for document templates, collaboration capabilities on a document project
- Orders and orders: approval and signing, support of document templates, execution, control of execution, familiarization
Incoming documents: processing of incoming correspondence, consideration, execution (preparation of a response), control of execution - Outgoing documents: processing of outgoing correspondence, communication with an incoming document, approval and signing, support for document templates
- Management and control of the life cycle of documents: creating, storing, editing, adding files, version control, registration, approval, signing, execution, archiving, transfer, etc.
- Document coordination: parallel, sequential, mixed
- Search for documents, incl. taking into account morphology
Implementation results
- The main office work processes have been automated
- Routine work by employees has been accelerated
- The risks of errors when working with documents have been minimized
- The executive discipline has been increased
- Within the framework of the project, integration with the bank’s personnel system and CRM system was provided
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globusbank.com.ua
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Ukraine