Priority Trust Credit Union Streamlines Document Migration with Solution Optimizers
Priority Trust Credit Union in Houston, Texas faced a critical challenge following a recent merger. They needed to consolidate their document management systems and migrate all documents from their legacy system to their current, go-forward solution. However, a major roadblock emerged, the legacy vendor was unable to provide the necessary files, access, or assistance for the migration. Moreover, Priority Trust would lose access to the software in a short time and would no longer be able to even view or print important member documents.
After 10+ months of struggling to resolve the issue internally, Priority Trust sought external expertise to complete the transition efficiently.
The Challenge
Eliminate redundant systems: Post-merger, Priority Trust needed to stop paying for two separate document archival platforms.
Lack of vendor support: Legacy vendor was not providing the necessary files or database access for a standard migration process. The files were only accessible through the user interface.
Avoid operational disruptions: The institution needed a seamless transition without impacting document accessibility and daily operations.
Exploring Solutions
Priority Trust had two primary options:
Continue using and paying for two separate document solutions, causing additional operational inefficiencies.
Seek outside help to manually extract, organize, and import documents into the go-forward solution.
Recognizing the urgency and complexity of the situation, Priority Trust engaged Solution Optimizers for expert assistance.
Why Solution Optimizers?
Solution Optimizers stood out due to their deep expertise in document imaging and enterprise software optimization. More importantly, they offered a tailored approach—not only executing the migration but also optimizing the go forward solution and streamlining the archival process for future efficiency.
The Solution
Solution Optimizers deployed a dedicated team to manually retrieve and index documents for seamless importation into the go-forward solution. Their approach ensured:
Accurate, efficient, and complete document retrieval
Consistent data indexing for easy searchability
A well-structured environment for future document management projects
The Results
By partnering with Solution Optimizers, Priority Trust successfully:
✔ Centralized all documents in one solution, eliminating the cost of maintaining two systems.
✔ Saved valuable time that would have otherwise been spent battling vendor roadblocks and eating up internal resources.
✔ Reduced costs significantly, with Solution Optimizers’ affordable rate compared to standard project fees.
"Partnering with Solution Optimizers was a turning point. They not only solved a problem we struggled with for nearly a year but did so in a way that protected our operations, reduced long-term costs, and positioned us for greater efficiency going forward.” – Jaime Cruz, Director of Organizational Development
Conclusion
With the expertise of Solution Optimizers, Priority Trust overcame a 10-month document migration challenge in a cost-effective and structured manner. Their experience highlights the value of expert-driven solutions in navigating complex financial institution software environments.
