Enterprise Content Management Solutions-saving time and money, enhancing workflow, reducing errors and lost documents, and increasing customer service

Synergy’s Enterprise Content Management suite offers 12 integrated modules to enable financial institutions of all sizes to securely control the capturing, archiving, retrieving, and distributing of reports, electronic documents, and check images. Synergy™ Document Management even created more office space for one bank. They “took all that paper – including all customer files, correspondence, signature cards, multipage commercial loans, home equity loans, installment loans, personal loans, denied or withdrawn loans, and retail loans and imaged and integrated it all in the Synergy Document Management solution. The results were dramatic: a ‘vault’ of all imaged documents, with simple and intuitive retrieval and manipulation options. The Synergy Enterprise Content Management solution means saving time and money, enhancing workflow, reducing errors and lost documents, and increasing customer service – everything a great solution should do!

Here is an example of how ProfitStars has partnered with a company to help them transform into paperless office:

Transforming into a paperless office, that was the goal of a southwest Colorado company.  “Initially we were using it in the finance department only, but we were so pleased everyone started jumping on the bandwagon and now everyone in the company is using it – engineering, customer service, operations, corporate services, upper management – they all have documents they have to look at,” the document management administrator says. “We’re getting kind of spoiled, because everything is right there at your fingertips.  No more boxes to lift, no more hurt backs.”

Apparently auditors and professional engineers are also thankful for Synergy Document Management, as the time needed for some research requests has been reduced from hours to minutes. Before Synergy Document Management, the document management administrator says retrieving and printing hard copies of staking sheets and maps used in the job inspection process – including all hand notes and changes in the field – could take as long as 10 hours, but can now be completed in 30 minutes with Synergy Document Management. Similar reductions in retrieval and printing times have been documented for other engineering files – now scanned back to 1975.