3 Case studies demonstrate the power of modern enterprise content management

From insurance to banking to healthcare, organizations of all stripes are upgrading their aging content management systems with modern, advanced systems that introduce new capabilities, flexibility, and cloud-based scalability. In this post, we’ll touch on three such case studies.

Global insurance company

A large insurance company adopted a cloud-based document management system to enable paperless operations around the world and simplify regulatory compliance. The organization had some tactical document management systems, but they were siloed and based on slow, outdated technology. Plus, all files were stored in U.S. data centers, creating obstacles for a globally dispersed user base.

After adopting Alfresco Content Services and Alfresco Governance Services running on Amazon Web Services (AWS), the insurer fully digitized its operations. The IT team worked closely with business users to build a solution “in which paper wasn’t part of the process,” the company’s SVP and CIO said.

The solution provides electronic file and records management capabilities that integrate seamlessly with the company’s core insurance applications, automating everything from document retrieval to records management. The solution is saving the company $21 million over five years thanks to massive reductions in paper, printing, and storage costs.

Large community bank

When a 28-branch community bank decided to sunset its document storage system, it needed a solution that would work with its cloud-based core banking system.

After identifying dozens of company requirements, the organization selected OnBase running on the Hyland Cloud. With support from Hyland Professional Services, the bank migrated 2.5 million documents, representing the past 15 years of business documents, to OnBase. Soon after, the bank added WorkView, Hyland’s low-code application builder, to create solutions and address new challenges with speed and agility.

“With WorkView, you can build workable solutions with almost no code at all. It’s enabled us like a force multiplier. We can accomplish so much with a small team,” said the bank’s enterprise process manager.

Among the benefits, the solution helped the bank’s lending department retire its manual, paper-based workflow in favor of more automated processing using OnBase workflows. The results have been significant: a mortgage loan process now takes less than 20 minutes to complete each day, down from two hours.

What’s more, during the COVID-19 pandemic, the bank was able to bring on remote, temporary workers to handle an onslaught of Paycheck Protection Program (PPP) applications.

“All the documents needed were visible in OnBase without relying on paper to complete the work,” said the bank’s senior vice president and director of operations and process improvements. “We couldn’t have managed the loan volume without OnBase in the cloud.”

Large pharmacy and healthcare firm

A large American retail pharmacy and healthcare company was looking to upgrade its aging knowledge management systems. Its executive leadership team directed the business to select a knowledge management platform with a modern, open-source approach that would reduce the company’s dependence on IBM, Oracle, and other proprietary solutions.

The company opted for Hyland’s Nuxeo Platform, an open-source and highly scalable platform that enables the provider’s customer care representatives to quickly access their customers’ current coverage details. It also gives the company the flexibility to introduce new solutions in the future without worrying about being constrained by proprietary technology.

Ultimately, the healthcare firm used Nuxeo to replace two aging platforms:

• A mission-critical solution, previously based on IBM File Net, that’s used by more than 20,000 customer care agents to serve clients daily.
• A content management solution based on Oracle Stellent for managing policies, procedures, and other business content.

Now, the company is confident its agents will be up to date on the latest information they need to do their jobs effectively, from patient details to urgent notices about drug recalls.

“We’re confident the Nuxeo Platform will enable us to inform our reps ASAP,” said a healthcare company rep. “This is critical not only for our business, but also for the well-being of the millions of people who use [our] services.”

To learn more, visit Hyland.