System zarządzania dokumentami – Bank Portal

Functional capabilities

• Incoming documents: processing of the incoming correspondence, reviewing, execution (answering), execution control 
• Outgoing documents: processing of the outgoing correspondence, linking with the incoming document, approval and signing, support of document templates 
• Internal documents: internal mailing, request processing, personnel documents, service notes, internal regulatory documents, etc. 
• Minutes: processing of conferences, meetings, agreements, designing of question lists and decisions, approval and signing, support of document templates, execution, control of execution 
• Employee’s personal account: a unified aggregation of tasks, documents, external sources links, business process catalogues 
• Flexible configuring of document templates with the possibility of the automated filling with information from the document card 
• A designer of approval, signing, and executing routes, with configuring execution control (including cyclic) 
• Management and monitoring of the document lifecycle: creation, storage, file attachments, registration, approval, editing, signing, execution, archiving, transfer, versioning, etc.
• HR module 
• Employee assistance: manager-assistant and manager-substitute
• Document approval: parallel, sequential, mixed 
• Extended document search 
• Enhanced access security measures – two-factor user authentication 

For more about all softXspace Business capabilities follow the link

Implementation results 

• Financial costs for the paper document flow are reduced and time on document processing is decreased 
• The time for approval and signing of documents is reduced from 2-3 weeks to 1 hour
• Issues with data leaks are excluded due to the reliable storage of documents, including in the cloud 
• Risks of mistakes while working on documents are minimized due to the standardization of all working procedures 
• 100% fulfillment of assignments due to monitoring deadlines and timely performance of work duties
• The convenient work of the bank experts in the system due to the clear and intuitive interface

Powiązane studia przypadków: zarządzanie dokumentami dla Turbogaz, zarządzanie dokumentami dla Globus Bank, zarządzanie dokumentami dla Association Of Amalgamated Terr, zarządzanie dokumentami dla Piraeus Bank, zarządzanie dokumentami dla Metinvest.