DocuWare Case Studies ADM Investor Services International Streamlines Document Management with DocuWare

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	ADM Investor Services International Streamlines Document Management with DocuWare DocuWare

ADM Investor Services International Streamlines Document Management with DocuWare

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Technology Category	Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Use Cases	Regulatory Compliance Monitoring Remote Asset Management
Services	Cloud Planning, Design & Implementation Services System Integration
Challenge	ADM Investor Services International (ADMISI) was facing challenges in managing and storing customer-relevant documentation. The process of creating new documents was cumbersome, involving filling out different Word templates and then printing them out. The company also had to deal with the authorization of letters by financial managers, which required manual intervention. Retrieving information was a time-consuming process, with employees having to search for hours in the paper archive. The company also had to comply with data protection regulations (GDPR), which was difficult due to documents being stored in different file cabinets or server drives. Read More
About Customer	ADM Investor Services International (ADMISI) is a London-based service provider for the global food group ADM. Founded in 1930, the company was initially responsible for the financial security of the group’s internal production. The business was quickly expanded to include external customers and other financial services. Today, ADMISI has around 140 employees and offers a full range of investment services in brokerage and clearing, serving over 1,200 customers worldwide. The company uses a cloud-based document management system (DMS) to handle the archiving of customer-relevant documentation. Read More
Solution	ADMISI implemented a cloud-based Document Management System (DMS), DocuWare, to streamline its document management process. The DMS stores all customer files in a central document pool. When storing new documents, the system automatically adds further information to the data record, enabling detailed document searches based on various criteria at a later date. The DMS also helps in creating new documents. Employees can create the individual document using DocuWare’s form function and then forward it directly to a customer by email. Several workflows, such as the authorization of letters by financial managers, are also controlled by DocuWare. The system ensures compliance with all regulations with the help of detailed access rights. Read More Log in to view content
Contents

Technology Category

Platform as a Service (PaaS) - Data Management Platforms

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Use Cases

Regulatory Compliance Monitoring

Remote Asset Management

Services

Cloud Planning, Design & Implementation Services

System Integration

Challenge

ADM Investor Services International (ADMISI) was facing challenges in managing and storing customer-relevant documentation. The process of creating new documents was cumbersome, involving filling out different Word templates and then printing them out. The company also had to deal with the authorization of letters by financial managers, which required manual intervention. Retrieving information was a time-consuming process, with employees having to search for hours in the paper archive. The company also had to comply with data protection regulations (GDPR), which was difficult due to documents being stored in different file cabinets or server drives.

About Customer

ADM Investor Services International (ADMISI) is a London-based service provider for the global food group ADM. Founded in 1930, the company was initially responsible for the financial security of the group’s internal production. The business was quickly expanded to include external customers and other financial services. Today, ADMISI has around 140 employees and offers a full range of investment services in brokerage and clearing, serving over 1,200 customers worldwide. The company uses a cloud-based document management system (DMS) to handle the archiving of customer-relevant documentation.

Solution

ADMISI implemented a cloud-based Document Management System (DMS), DocuWare, to streamline its document management process. The DMS stores all customer files in a central document pool. When storing new documents, the system automatically adds further information to the data record, enabling detailed document searches based on various criteria at a later date. The DMS also helps in creating new documents. Employees can create the individual document using DocuWare’s form function and then forward it directly to a customer by email. Several workflows, such as the authorization of letters by financial managers, are also controlled by DocuWare. The system ensures compliance with all regulations with the help of detailed access rights.

Impact #1	Streamlined document creation and storage process
Impact #2	Automated workflows for document authorization
Impact #3	Improved compliance with data protection regulations

Impact #1

Streamlined document creation and storage process

Impact #2

Automated workflows for document authorization

Impact #3

Improved compliance with data protection regulations

Benefit #1	Reduced time spent on document retrieval
Benefit #2	Improved efficiency in responding to external inquiries
Benefit #3	Enhanced ability to perform complex document-based analysis and evaluations

Benefit #1

Reduced time spent on document retrieval

Benefit #2

Improved efficiency in responding to external inquiries

Benefit #3

Enhanced ability to perform complex document-based analysis and evaluations

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Overview

ADM Investor Services International Streamlines Document Management with DocuWare

Operational Impact

Quantitative Benefit