Accompaniment in the implementation of a document management tool

For BNP Paribas Fortis

Needs:

  • View, edit, share and efficiently process case management and related documents in Outlook using a document management tool
  • Improve the use of the selected tool, iManage
  • Facilite the transition to new ways of working and sharing information

Solutions put in place: 

  • Support in defining the specifications of iManage in order to meet the needs of the department and ensury clarity of exchanges between the business and the IT department
  • Organization and execution of test scenarios to validate whether the tool meets the needs identified
  • Support to the users for the migration of mails and folders in iManage
  • Change management through workshops, hotlines and informal interviews

System used: 

iManage 

Benefits:

  • Adoption of a customized tool meeting the needs 
  • Better understanding of the tool's strengths and limitations
  • Greater acceptance of change
  • Gained confidence resulting in the proper use of the tool and exchange of data

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