Alliant Credit Union
Financial cooperative implements a more robust ECM solution and increases efficiencies enterprisewide.
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Financial cooperative implements a more robust ECM solution and increases efficiencies enterprisewide.
Even though Alliant Credit Union had an enterprise content management (ECM) solution, the credit union was only using it in a limited fashion — scanning, storing and retrieving documents in just a few departments. Alliant realized it needed a more robust ECM solution that could easily extend across the entire enterprise. That solution also needed to include easily configurable workflow software robust enough to automate time-consuming, paper-based processes.
Alliant implemented Hyland's OnBase content services platform to begin automatically capturing documents and information. Now, more than 95% of the credit union’s documentation is electronic.
“But we wanted to do more than store document images,” said Heather Lally, vice president of operations at Alliant.
So Alliant utilized OnBase to stop printing documents and instead access them electronically from multiple systems. The credit union easily integrated OnBase with Alliant’s existing Symitar core processing system to enable instant and secure access to reports and all other member documentation — without leaving familiar screens.
Next, Alliant transformed its manual accounts payable process with OnBase and its powerful workflow software. The credit union easily built three mission-critical workflows: human resources (HR) for onboarding, accounts payable (AP) for invoice processing and legal for contract management.
Now, the credit union automatically forwards documents and information through processes — notifying stakeholders as it does. As an example of how workflow optimizes processes, if it doesn’t register an approval in due time, the system automatically escalates the request for approval to the next level.
“That reduces late fees from invoices potentially sitting too long on desks,” Lally said.
— Heather Lally, Vice President of Operations, Alliant Credit Union
Another important workflow alerts managers when any one of Alliant’s 300 third-party contracts is up for renewal. The solution tracks each point in the process of renewing or initiating a contract in the workflow, including due diligence, request for proposal and contract negotiation.
Teaming up, Alliant and Hyland built a fraud management solution to ensure it not only was the right fit for Alliant’s needs, but was scalable for credit unions of all sizes. The result was a system so easy to use, it took employees one hour to master.
By doing away with the need to cross-reference multiple Excel spreadsheets, the solution saves several hours per day for Alliant’s fraud investigators. It used to take Alliant four or five hours to pull a monthly fraud report. Now it takes less than 10 minutes. Further optimizing the process, OnBase’s case management solution allows investigators to easily log, access and interact with all data — including records, documents, forms and history — involved in a fraud investigation.
“Using the Fraud Case Management solution, we now have analytics as well as the ability for multiple fraud analysts to work cases at the same time,” said Jason Knapp, Alliant's senior manager of operations.
Looking across the enterprise, the credit union sees other ways to optimize enterprise-wide.