The Challenge
For seven years Secure Trust had a basic archive solution in place, and the system had served them well — it just was not the right platform for the bank’s future vision due to its limited capabilities. There was a desire to implement a complete electronic document solution that could integrate the remaining information systems and business solutions the bank already deployed.
"We needed help in order to build an efficient, flexible and scalable bank of the future — a bank where all information is kept secure, easily accessible by anyone authorized to do so, irrespective of location, and where everything is done according to best practice.”
— Keith Deakin, Joint Managing Director,
Secure Trust Bank
The Process
Secure Bank wanted a future platform that would be:
- functionally rich, to meet all current and future requirements of the bank;
- well-developed, requiring no regular support from the supplier;
- easily integrated with their iSeries-based banking application;
- easily integrated with various PC applications;
- open and extendable — not requiring the vendors assistance for every change;
- easy to implement — taking weeks, not months or years;
- easy to use — requiring a minimum amount of training; and
- able to import all the documents from the existing archive.
The Solution
Next® was able meet all of these requirements and to quote Matt Stevens, IT Project leader at Secure Trust Bank:
“Next® and our migration met our original expectations and objectives and now allows us to develop our archive and workflow processes to improve the way we work and service our customers effectively in addition to satisfying regulatory requirements. The conversion was not hassle-free, but Nextway managed to convert all of the data that has been held in a proprietary system over the past seven years.”
— Matt Stevens, IT Project leader, Secure Trust Bank
The Result
“We have now converted all the existing documents, implemented scanning, automatic report filing and PC document management. The next phase will be the implementation of the Workflow processing module which will bring huge efficiencies throughout our organization.”
— Keith Deakin, Joint Managing Director, Secure Trust Bank
