"Many financial services firms have automated the vast majority of key processes and customer experiences. However, the “last mile” of most transactions – completing the agreement– far too often relies on the same inefficient pen-and-paper processes of yesteryear.
Digitising agreements using DocuSign lets you keep processes digital from end to end. Completing transactions no longer requires documents to be printed and shipped, and re-keyed on the back end.
Read the whitepaper to learn how leading financial services organisations use straight-through processing by automating the last mile of business transactions to:
- Speed processes by 80% or more, often going from days or weeks to just minutes
- Reduce NIGO by anywhere from 55% to 93%
- Achieve a 300% average ROI "
This paper explores electronic and digital signatures and shows how Adobe solutions let you work with either approach, or a combination of the two. Adobe Sign is an Adobe Document Cloud solution that manages signature processes from end to end, integrates easily with existing business processes and provides a quick return on investment.
Published By: Brother
Published Date: Mar 08, 2018
Documents are an integral component to the successful operation of an organization. Whether in hardcopy or digital form, they enable the communication, transaction, and recording of business-critical information.
To ensure documents are used effectively, organizations are encouraged to continually evaluate and improve surrounding workflows. This may involve automating elements of document creation, securing the transfer and storage of information, and/or simplifying the retrieval of records and the data contained within. These types of enhancements can save time, money, and frustration.
This white paper will discuss top trends and requirements in the optimization of document-related business processes as well as general technology infrastructures for document management. It will also address how some office technology vendors have reacted to these trends to guide their design and development of products, solutions, and services.
Longi Engineering, a leading Microsoft SharePoint partner, was engaged to assist a leading Performing Arts Center in implementing an organizational SharePoint intranet to allow them to increase employee collaboration, automate previously manual processes and collaborate more effectively. The organization faced numerous challenges such as document management, legal contract workflow, records retention and labor intensive/error prone manual processes.
Published By: Intralinks
Published Date: Apr 13, 2015
In the wake of the 2008 financial crisis regulatory exams have become increasingly demanding for governance, risk, and compliance professionals. New rules brought about by the Dodd-Frank Act will continue to shape future examinations including safety and soundness, compliance, market conduct, and risk-based targeted exams. We can expect these changes will require examiners to spend more time onsite, request more documents, and extend the scope and/or depth of their examinations. This means it is more important than ever to avoid the classic mistake of sharing examination documents through ad-hoc, manual processes and delivering highly sensitive data through unsecured channels like mail, e-mail, thumb drives, and FTP.
In response to these increasing burdens financial institutions are looking to take control with a more structured, collaborative process for collecting, refining, and submitting regulatory information. Download this white paper to learn more about Intralinks VIA.
The Kofax enterprise capture platform offers unmatched scalability from centralized to highly distributed environments, from individual desktops to enterprise deployments and from basic archival scanning to powerful document classification and separation and data extraction. The company's market leading technology supports a wide variety of input devices and line of business applications, providing a strong enterprise-wide platform on which to standardize document driven processes.
Are you feeling the pressure to meet FDA guidelines on Quality by Design (QbD) principals for Process Validation?
Existing manufacturing, LIMS, ERP and document management tools are lacking integration and on demand view of your processes. They have hidden costs, risks and create delays to scalable product manufacturing and revenue.
Since the FDA is demanding scientific arguments to support process and product development activies and a lifecyle approach, consider the value of a purpose built app for Process Validation.
This new class of APP will bring your products to market faster and lower the risk of costly delays.
Download the Primer to learn more.
Within any organization, business content – applications, forms, reports, office documents, audio, video, and social media – is poorly managed and often out-of-reach of critical business processes. And, when business content is invisible, unclassified or unmanaged, it creates chaos. Content chaos causes a breakdown in the flow of information between an organization and its customers, its partners and even within itself – failures that often impact customer engagement, business agility, and the capacity to collaborate securely and effectively. It's time you learn how to put your business content to work.
Increasing shareholder value is a top priority for all businesses. However, financial results don't improve by themselves. Companies must first delight their most important stakeholder: customers. This document outlines how Best-in-Class firms use efficient content processes to achieve higher levels of customer centricity.
Consider the volume of business content that your organization generates or receives every day: applications, forms, reports, office documents, audio, video, and even social media about your company. If it is poorly managed, not digitized, or disconnected from critical business processes, it creates chaos. This chaos impacts your ability to deliver exceptional customer service; it slows down important processes, increases security risk, and negatively impacts revenue. Conversely, controlling content chaos can significantly improve your analytics strategy by gaining insight and business value from dark or unstructured data sources. In this eBook, learn how cognitive and cloud-based Enterprise Content Management, or ECM, can help you protect your content while gaining a competitive advantage from it as you grow.
This paper will explore the potential of applying business performance management (BPM) principles to advance document performance management (DPM) in a way that enables organizations to reduce costs; better manage documents as vital strategic, ?nancial and information assets; and secure positive returns on investments from outsourcing. An example of this approach — spotlighted later in this paper — is MAX, a document performance management system that enables companies to more effectively manage their document processes and outsourcing service providers.
Published By: BlackLine
Published Date: Aug 06, 2018
When did reconciliations become a living nightmare?
Demanding deadlines. Strict requirements for review and supporting documentation. Endless piles of reconciliations to approve?that were due yesterday.
Reconciliations are one of the most labor-intensive, yet critical controls processes within any organisation. Even the smallest mistake can compromise the integrity of your balance sheet and create discrepancies in your financial close.
There is a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and exception handling.
Join us for this webinar to find out what this is. You will learn how to:
Automate daily reconciliations for continuous control and validation
Gain better visibility into the quality, accuracy, and timeliness of a reconciliation
Develop a seamless and streamlined workflow for preparation, approval, and review
Published By: Riverbed
Published Date: Nov 02, 2016
"Infrastructure and operations leaders often struggle to understand the role of cloud computing and to develop strategies that exploit its potential. I&O leaders should complete the prerequisites before making the technology decisions required for successful, service-centered cloud computing strategies.
Read the Gartner report to learn more about key recommendations:
Identify the cloud-computing-related IT services you will offer or procure.
Document the internal processes that will be affected by the identified cloud services.
Map applications and workloads to the associated cloud services."
This white paper shows you how ECM evolves your document management strategy so that you can:
• Make your content work for your organization
• Streamline processes with seamless integrations
• Remove manual processes surrounding your organization’s content
The role of enterprise content management (ECM) as a centralized document repository is well established. However, the value of ECM increases exponentially when it is leveraged as an information hub between line-of-business (LOB) systems to facilitate key processes, keep data in sync and maximize investments in existing applications.
IDC has found a direct correlation between effective document management and improved business performance. Yet recent research reveals that half of organizations rate their document process management processes as ineffective. This best-practices paper gives you insight into how you can reduce costs, increase productivity, mitigate risk and enhance business performance through the strategic outsourcing of document lifecycle management.
Published By: ITinvolve
Published Date: Jun 01, 2012
Demonstrating PCI compliance with policies and regulations is an IT necessity, especially when periodic audits are conducted. ITinvolve has a better approach to change management with the capability to identify official PCI systems and their associated policies and documentation thus eliminating manual processes and reducing the risk of errors and delays.
Published By: OpenText
Published Date: Aug 19, 2014
Maintaining regulatory compliance is a major business issue facing organizations around the world. The need to secure, track and store information for compliance purposes is critical. For years businesses have relied on fax communications in day-to-day operations. More pressure is now placed on the need to closely manage fax communications and document processes. It’s not surprising that organizations are turning to enterprise fax technology to meet compliance requirements. This white paper addresses the area of fax communications and the steps you can take to help keep your organization compliant.