The challenge
A bank needed document-management automation within its wider workplace technology program, connecting information handling with business use.
The approach
Business requirements
Connected the bank's document-management requirement with the wider workplace program, covering document metadata, permissions and the business workflow consuming each document.
Technology coordination
Brought the document-management work into the workplace technology delivery agenda, aligning delivery responsibilities, workplace dependencies and specialist coordination.
Workflow delivery
Supported delivery of automated document-management functionality for the institution, spanning document handling, retrieval and the operational tasks supported by automation.
Program integration
Coordinated the document-management work as part of the client transformation, including business-user handoff and the relationship to the wider workplace program.
Delivered outcome
Delivered document-management automation for a bank.
Business value
Enabled the institution to use automated document handling within its workplace transformation.
Delivery scope
Automated document-management capability.