Service Bureaus Use DOXIM ECM for Easy Implementation & High-Volume Content Management

By their nature, Service Bureaus handle a high volume of documents for their customers. It is essential that Service Bureaus have the means to effectively manage all of their clients’ documents, providing reliable archiving and fast retrieval to address any client inquiries. As the Service Bureau’s clients are entrusting the bureau with sensitive information (e.g., account statements or bills) pertaining to the people they serve, it is of utmost importance that the documents also remain secure. All of this can be achieved with Enterprise Content Management (ECM). Furthermore, an ECM system that also enables electronic delivery of point-in-time records without the need to overhaul existing internal processes allows the Service Bureau to provide a value added service that today’s credit union, utility company, or other immediate customer might be seeking out. Of course, the value of secure content management and e-Presentment can easily be overshadowed by complex implementation, greater management burden and a major change in the printing process. Easy deployment, integration and usability are key to IT satisfaction with the ECM solution. Because Service Bureaus have processes in place to ensure efficient printing and delivery, the ECM system must echo these same processes with minimal impact on the existing infrastructure.

Implementation of new systems often goes one of two ways: the complexity of the process requires the hiring of expensive external consultants, or the organization takes a major resource hit as the IT staff must figure out on their own how to deploy and integrate. Furthermore, organizations investing in new technologies often find a great need to adjust their proven processes to suit the new one-size-fits-all technology. And even with the help of external consultants, the IT staff is often hung out to dry if any issues arise following the deployment.

DOXIM ECM is fast and easy to deploy with the help of a dedicated DOXIM implementation team that supports the Service Bureau throughout the implementation lifecycle, beginning with a thorough needs analysis, supporting the design and testing phase, and wrapping up with customization and stand-by support once live. The Service Bureau has two options for hosting the DOXIM ECM repository: remotely at the DOXIM data centre or locally with the Service Bureau. 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 Service Bureau’s unique needs and that IT staff are fully trained in the process. All other DOXIM users are also trained throughout the implementation process, because well-trained users do not need to contact technical support staff with low-value issues regarding usability. This frees up the paid hours of technical staff for more valuable pursuits.

Solution integration represents a substantial time cost for technical staff, and is a major hurdle in many new implementations. DOXIM ECM integrates well with existing processes, data sources and other systems and portals. This means that Service Bureau need not make any changes to its processes in order to reap the benefits of a secure, powerful repository for the large volume of content the Service Bureau receives from its diverse set of customer organizations during each print run. The additional benefit of integration is the low impact of this new technology on the Service Bureau’s IT resources.

DOXIM utilizes best practices that enable the Service Bureau to offer processing of point-in-time documents for e-Presentment, an option being sought out by many of the Service Bureau’s customers to provide the people and businesses that they serve. E-Presentment represents a value added service that typically requires little in terms of process change for Service Bureaus. With DOXIM ECM, the MRM utilize the same raw account and other related data feeds that it receives from its customers. DOXIM then uses state-of-the-art composition tools to insert the data into the usual template to create the final PDF output. While setting up e-Presentment processing does take a bit more time than repository implementation, about 30 – 60 days, it is during this time that DOXIM and the Service Bureau can ensure that the account data is accurate and properly displayed, the statement templates are properly branded, and the test environment is running smoothly.

DOXIM ECM is a powerful ECM system for the Service Bureau seeking improvements in the security and management of the immense volume of content it receives while leveraging existing technology investments and minimizing the impact on existing processes and IT staff. Because the suite of DOXIM products is web-based, there is no need to install software onto staff computers. That is, DOXIM is less work for the technical staff to manage. The system integrates well with the Service Bureau’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 Service Bureau’s unique needs and processes, the resulting ECM solution that has a minimal impact on the work of the Service Bureau. 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-Presentment with minimal impact on the Service Bureau’s existing technologies and established processes.

Service Bureaus Use DOXIM ECM for Easy Implementation & High-Volume Content Management