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Document Management solutions in
Services

Service-oriented companies benefit from Document Management

Retailers are aiming for increased efficiencies and profits through improved business processes. With a full range of benefits a document management solution goes way beyond physical documents. The pressure to reduce the environmental impact of a retail business is ongoing. Reducing paper use is a key route to making a significant difference in this area. Retailers now need to use technology to transform their business. Web based document management is a viable route for making retail life easier using a central and highly secure document management solution that accessible from any location using any device. Retail businesses of all types and sizes benefit from the efficient processing of vital business information.

Case Study
Europe’s largest home retailer

Retail: Home-improvement Simplify Global Delivery Process

As one of the biggest home retailers in the world, a European home retailer corporation has operated hundreds of stores, and the annual passenger flow has been closing to 1 billion. In recent years, with the rapid expansion of the business, the retail business channel continues to expand, online and offline is working more closely, and the volume of global procurement numbers also increasing.

Heatmap for Banking processes

Automation potential
HIGH
Automation potential
MEDIUM
RISK & COMPLIANCE LIFE INSURANCE OPERATIONS CONTACT CENTER SALES & LOAN PROCESS
KYC &. AML From rule based to learning AI Setting up a life saving from web Account statements Classifying customer messages by utilizing AI Making changes to a loan pay back schedule
Real time analytics with RPA Early withdrawal Serving death estate Enhancing after sales processes Online loan application
MIFID II and contract update & archiving Closing a Pension Savings account Blocking a card Updating customer address Mortgage loan pre handling
LOG data for audit trail Make a monthly saving to a Pensiion Savings account Family onboarding Customer transfers between branch offices Pre handling of fast credit applications
Sanction Screening Month end recurring accruals Closing an account Real time analytics with RPA
Support GDPR compliance with RPA Real time analytics with RPA CSAS feedback loop

Process examples

WORK ORDERS
Maintenance work orders can automated to track faulty or damaged parts to increase timeliness.
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CUSTOMER MASTER DATA
CUSTOMER MASTER DATA
Increasing the quality and speed of updating customer master data is possible without system integration projects.
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CLAIMS HANDLING
CLAIMS HANDLING

Receive claims from customers and investigate using rule based metrics for a variety of factors.

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When maintenance work orders are automated to track faulty or damaged parts and crucial components within central maintenance, staff are freed from time spent on information duplication as robots handle structured spreadsheets and increase timeliness and accuracy on routine tasks.
A robotic workforce can create higher quality data due to quicker updating of data and a decrease in manual typing errors. Time spent on manual processing can be replaced so staff can focus on customers.
These factors can include product batch, raw materials, location, or main components. The robot can create a report for claim processing. Automation also compares claims to analyse cyclical trends and point to potential defects.