Your content management system is often overlooked as an opportunity to improve operational efficiency despite it being one of your most used core systems. Here are eight compelling reasons why investing in the optimization of your ECM solution can bring significant benefits to your organization.

Solution Optimizers, a professional services and consulting company for financial institutions, and Hyland, a leading content services provider, have partnered to help banks and credit unions increase efficiency through OnBase.

Our Records Management Services are perfect for any digital documents or data you need to sort through and clean up. Whether that means updating document indexes or keywords, reclassifying documents or moving them to new locations, updating file types, or anything that needs to be completed manually, our team can take these tasks off your to-do list.

For the second time in under six months, DOCUMENTS are capturing the headlines! As I listen to all the news about unsecured documents being found everywhere except the national archives, I can’t help thinking about ghost documents.

I talk to a lot of credit unions and banks that tell me they planned on looking at a particular system to evaluate if they could use it more efficiently or expand its use to other parts of the organization, but they were not able to get to it.

Prestige Credit Union in Dallas, Texas, recently converted to a new Enterprise Content Management (ECM) System. Solution Optimizers helped them expedite their project and deliver more productive processes to their employees.

Organizations do not have a user experience specialist or a superuser that understands the full capabilities of the solution AND the operational processes of the users.

Most organizations never evaluate if their enterprise software is configured to maximize their operational efficiency.