Implementation of a document management for an insurance company

For Precura

Need:

  • Optimize the document management so that everyone can find their documents in less than two minutes

Solutions put in place:

  • Definition of a taxonomy
  • Description and adaptation of document flows
  • Assistance with the selection, configuration and parameterization of SharePoint
  • Implementation of a dematerialization chain using Kofax
  • Regrouping, indexing and migration of documents in SharePoint
  • Production of a document governance policy
  • Change management

System used:

SharePoint from Microsoft

Benefit:

  • Documents are managed and found in less than two minutes
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