CRE8 Inc | Independent Consultants: Improving Processes, People & Systems

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ECM, Workflow, And Information Governance/Records Information Management Success Stories

A few CRE8 success story examples:

Accounts Payable - Assessed the current AP data system and paper processes. Advised on data system replacement, and developed electronic content/records management (ECM), recognition (ICR/OCR), and digital workflow application design requirements. The new system was implemented successfully.

Air Freight - Helped the organization assess if and how they could benefit from capture, ECM, digital workflow, and electronic records management (ERM) technologies by providing briefing and high-level process assessment of the benefits, risks and challenges of these technologies.

Financial/Banking – Developed an assessment of business requirements and determination of where capture, electronic signature, ECM, recognition, digital workflow, and ERM can be of assistance. Conducted cost/benefit assessment, budget planning, hiring/training of IT support staff, technology standards, and staff training/ evaluation. Developed application and workflow requirements for numerous areas, including mortgage onboarding, mortgage processing, retirement investment, human resources, and accounts payable; with systems to support from 50 to 25,000 users. Conducted outside vendor assessment and re-negotiation of vendor contracts. All systems rolled out successfully.

Cancer Research - Developed capture, ECM, and digital workflow application design requirements. Assisted with RFP development and vendor selection. The system rolled out successfully and supported significant organizational growth.

Cities, Counties, and State Agencies - Developed numerous enterprise-wide paperless technology (capture, electronic signature, ECM, digital workflow, and retention/disposition), studies, plans, cost/benefit assessment, roadmaps, and process improvement. Assessed all operational areas. Evaluated cloud and on-premise vendor options. Developed RFPs and evaluated vendor offerings. Provided update of information governance (IG) and records information management (RIM) policies, procedures, and schedules. Read More...

City School (K-12) - Helped quantify the need for new advanced technology purchases by assessing the cost/benefit ECM, recognition, workflow, and ERM technologies provides, and the level of resistance among staff to the utilization of paperless technologies.

College - Provided briefing and high-level process assessment as to benefits, risks and challenges of capture, recognition, e-signature, electronic content management, digital workflow, and electronic records management technologies.

District and Superior Courts - Assisted with capture, ECM, digital workflow, and ERM application design. The system rolled out successfully.

Department of Transportation - Developed application design for capture, recognition, digital signature, electronic content management, workflow, and electronic records management system, to replace a failed system. Assisted with RFP development and vendor selection. The new system rolled out successfully.

Health Plan - Reviewed challenges with existing claims ECM and digital workflow system. Identified how existing indexing and workflow issues could be fixed.

Housing Authority - Developed enterprise strategic ECM, digital workflow, and ERM plan. The plan included a detailed assessment of module, application, file, process, benefit, cost, avoidance, and change management. Conducted extensive process/ workflow improvement. The plan included vendor assessment, roadmap, and recommendations. Read More...

Hospital - Assessed requirements for electronic content/records management and digital workflow technologies. Areas included out-patient services such as pain center, sleep center, and physical rehab. Also, examined the in-patient and out-patient record management system.

Insurance (Claims, Underwriting, Operations) - Provided briefing and high-level process assessment as to the benefits, risks and challenges of ECM, digital workflow, and ERM technologies. Developed workflow maps, process improvement, and detailed application design. Assisted with vendor selection and implementation quality control. The system rolled out successfully.

Law Enforcement (Incident Records) - Developed ECM, digital workflow and ERM application design requirements. Assisted with RFP development and vendor selection. The system rolled out successfully.

Law Firm - Conducted enterprise AI, digital workflow, electronic content management, electronic signature, and electronic records management studies. Led digital workflow improvement projects at the enterprise, departments, group, and process levels. Developed workflow maps and led process improvement efforts. Increased communication, quality, efficiency, measurement, realization, and client service. Assessed record disposition strategies and procedures. Read More...

Liquor Control Board (License Application) - Developed capture, ECM, digital workflow, and electronic records management application design requirements. Assisted with RFP development and vendor selection. The system rolled out successfully.

Medical Equipment Manufacturing – Developed enterprise, department, and group capture, ECM (QMS), digital workflow, ERM requirements, and budget.

Transportation - Eliminated a significant number of process steps while improving the quality of service. Developed design for capture, recognition, ECM and digital workflow. Assisted with RFP development, vendor assessment, and oversight. Systems rolled out successfully.

Police - Developed capture, recognition, content management, digital workflow and records management application design for all areas within the department. The new system rolled out successfully within 30 days of vendor starting work.

Public Utility - Developed enterprise-wide capture, recognition, ECM, digital workflow, and ERM planning studies, process improvement maps, and update of information governance / records information management, policies, procedures, and schedules. Developed vendor RFPs, and assisted with vendor evaluation. Identified opportunities for consolidation of duplicate areas, efficiency, quality, and service. Ranked process and file areas as to the risk of litigation, audit, and penalties (NERC). Also, assisted with legacy system replacement planning. The system rolled out successfully. Read More...

State Insurance Commission - Developed enterprise, department, and group capture, ECM, digital workflow, and ERM requirements. Performed workflow/process mapping and improvement. Assessed current IG/RIM policies, procedures, and schedules. Also, developed requirements for legacy data system replacement. The new system came in on-time and under-budget.

Superior Court (Court Files) - Developed ECM, digital workflow, and ERM technology standards and guidelines. The system rolled out successfully.

Wireless Telecom (New Accounts) - Developed ECM, digital workflow, and ERM application design requirements. The system rolled out successfully.

CRE8 education and consulting customer industry and area examples.

For a free phone consultation to discuss your capture, ECM, workflow, and ERM needs and how CRE8 Independent Consultants can be of help, contact us.