Electronic document management system — Piraeus Bank

A system that automates outgoing, incoming, internal documents, as well as orders and protocols. Within the framework of the project, an individual procurement process has been implemented, which automates the work with business contracts of the bank – preparation, approval of the application, consideration and approval of the application by the Tender Committee, preparation of the contract, invoices for payment, control of implementation

Functionality

Internal documents: internal correspondence, application processing, personnel documents, memoranda, internal regulatory documents, etc.
Access to the personal account of the employee: aggregation of tasks, documents, links to external resources, catalog of business processes
Flexible configuration of document templates with the ability to automatically fill in information from the document card
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
Work with administrative documents: approval and signing, support of document templates, execution, control of execution, familiarization
Protocols: processing of meetings, meetings, agreements, formation of questions and decisions, approval and signing, support of document templates, execution, control of execution
Incoming documents: processing of incoming correspondence, consideration, execution (preparation of a response), control of execution, bar coding support
Outgoing documents: processing of outgoing correspondence, communication with an incoming document, approval and signing, support for document templates
Personnel module
Management and control of the life cycle of documents: creating, storing, editing, adding files, version control, registration, approval, signing, execution, archiving, transfer, etc.
Substitution of an employee: manager – assistant and manager – deputy
Document negotiation: parallel, sequential, mixed
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Implementation results

The main processes of office work have been automated, the execution of routine work by employees has been accelerated, the risks of errors when working with documents have been minimized, and the executive discipline has been increased