DOXIM ECM is fast and easy to deploy, so there is no need to hire expensive consultants to help with the process. DOXIM offers two options for hosting the DOXIM ECM repository: remotely at the DOXIM data centre or locally at the credit union’s data centre. A single DOXIM ECM instance can be provisioned within one day if hosted by DOXIM. DOXIM implementation teams work closely with IT throughout each stage of the implementation process to ensure that the solution meets the credit union’s unique needs and that IT staff are trained in the process. DOXIM ECM users are also trained throughout the implementation process. This frees up the paid hours of technical staff for more valuable pursuits.
Solution integration represents another time cost for technical staff. DOXIM integrates well with existing processes, data sources, loan origination systems, and other systems like core banking systems, web banking portals and MRM systems. This means that credit unions need not make any changes to their processes in order to reap the benefits of a secure, powerful repository for member, account, targeted marketing and other important information. The additional benefit of integration is the low impact of this new technology on the credit union’s IT resources.
DOXIM utilizes best practices to enable and facilitate print suppression in a non invasive manner with e-Statement processing and cheque imaging that typically requires little in terms of process change for credit unions. Today, for paper-based statement creation, the credit union sends data to the print service bureau, and then statements have to be matched with appropriate cheque data before ultimately being sent to the appropriate member. With DOXIM ECM, the credit union sends both the raw account and cheque imaging data feeds to DOXIM through secure electronic transmission. The cheque imaging feed includes cheque images from the clearing process and metadata that was issued to match it to the appropriate member account. The statement is parsed based on the data feed. DOXIM then uses specially developed composition tools to insert the data into a statement template to create the final PDF output. During this time, the credit union will be able to provide input on the design template and layout, and use state of the art tools to manage marketing messages and white space for the statement. While setting up statement processing does take a bit more time than repository implementation, about 30 – 60 days, it is during this time that DOXIM and the credit union can ensure that cheque images are being properly matched with member accounts, the statement templates are properly branded, and the test environment is running smoothly.
DOXIM ECM is a powerful ECM system for the credit union seeking to move toward more electronic availability of content and online services while leveraging existing technology investments and minimizing the impact on existing processes and IT staff. Because the suite of DOXIM products is Web-based, it is easy to manage as there is no need to install software onto staff computers. The system integrates well with the credit union’s existing processes and practices, rather than adding additional steps and processes or increasing the management burden on IT. Because DOXIM implementation teams spend the time getting to know the unique needs and processes specific to the individual credit union, credit unions end up with an ECM solution that has a minimal impact on the way they work. And because the implementation teams also train administrators and users, administrators have control over staff profiles and access to sensitive information while users who know how to work with the technology are not making low-value Help Desk calls. The fast implementation process means that users can begin working with DOXIM quickly, and simple integration makes it easy for IT to enable content management and e-Statements with minimal impact on the credit union’s existing technologies and established processes.
