The world's largest Document Management deployment

1. Case Study INSURANCE
SOLUTIONSN FOR R B U S I N E S SPROCESS S && CONTENTM MANAGEMENT
ANAGEMENT
The world's largest Document
Management deployment
For a Leading Life Insurance Company in India
Overview
The client is a leading insurance player with more than 250 million
customers in Pan India. They are in presence for more than 50 years. The
client received a series of awards for serving better products and services to
CONTENT
their customers.
The Challenge
Under the Growth strategy, the client is required to enhance the operation
Key Solution capacity and productivity to support the major volumetric access to the
! Archival of more than office records (Policy files or docket, Agents files, and Administrative
files) and to excel in customer service by providing any branch Policy
250 million policy dockets servicing hence increasing market competitiveness.
with 7 billion documents
! Automation across The key challenges face by the clients were:
S O L U T I O S F O BUSINESS P R O C E S
more than 2000 ! Enabling the concept of Anywhere Anytime services through electronic
branches,100 divisional files made available across the branches of Pan India
offices ,7 zonal offices ! Building a Strong Image Repository from the current Paper based file
and a corporate office systems & integrates the same with the available Legacy systems
! Reducing the record storage space required housing the Customer's files
! Distributed document
and other administrative files
management for 100
! Eliminating the need to refer to or to move paper files for normal work
zonal offices processes
! Digitization & Life ! Making documents and files available to multiple users simultaneously
Cycle Management of all ! Storing and routing documents electronically and eliminating paper file
departmental documents management tasks
! Partially/fully Centralizing the Customer File Record Management
! Automating the flow of DAK (External Correspondence documents)
across the organization departments, zonal offices & divisional offices
! Meeting inter as well as intra departmental workflow needs
! Digitizing and archiving the departmental administrative files in a highly
secured environments.
Newgen Solution
Newgen proposed a solution comprising its Enterprise Content
Management suite (ECM) solution – OmniDocs to address business need
of the client for creating, capturing, managing, delivering, and archiving
large volumes of documents and content across all offices. The solution
provides anywhere, anytime access to policy documents throughout the
country for existing customer base of 250 million. The solution is expected
to effectively manage the customer data through all the stages of
Information Life cycle Management (ILM), from creation/recording to
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2. Case Study INSURANCE
CONTENT MANAGEMENT
SOLUTIONS SFORR BUSINESSS PROCESS & C O N T E N T M A N A G E M E N T
storage to retrieval and distribution to finally disposing off. Additionally,
EDMS has helped corporation to digitize their departmental files and
critical departmental workflows for more than 25 departments across
Central Office and 100 divisional offices.
Key Highlights of the Solution & Services:
! Archival of more than 250 million policy dockets with 7 billion
documents
! Integration with core application to provide unified access
! Semi Centralized Architecture with fully functional Servers at each
branch centralizing at Divisional level. Any new additional/update at
branch level get's automatically synchronized at divisional level
! Unified Search service among over 2000 Repositories for Anytime
Anywhere Access
! Record Management System at Divisional Office for Managing
Key Challenges Warehouse
! Enabling the concept of ! Automatic electronic transfer of Policies & images over network from
Anywhere Anytime services one branch to another
through electronic files made ! Digitization & Life Cycle Management of All departmental documents
available across the branches of ! Automation of departmental workflows for approval &
Pan India Correspondences
S OLUTION F O B USINES P ROCESS
! Building a Strong Image ! Scanning Services at 18 locations
! Upload service of docket image and associated data to all branches &
Repository from the current
divisional offices
Paper based file systems &
integrates the same with the
The Benefits
available Legacy systems The solution is expected to provide the following benefits to the client:
! Reducing the record storage ! Instant Document Access
space required housing the ! Enhanced Customer Service due to reduced time lags to access policy
Customer's files and other docket
administrative files ! Secure long-lasting archive & improved the policy record management
! Reduced the record storage space required to house the Policy Dockets at
the Branch Offices
! Documents access to multiple users simultaneously
! Minimal risk exposure
! Anytime/Anywhere processing
! Increased Productivity
! Better Control of internal workflow
! Reduced operational cost due to efficient management of administrative
& divisional offices
About Newgen
Newgen Software Technologies Limited is the market leader in Business
Process Management (BPM) and Enterprise Content Management
(ECM), with a global footprint of over 850 installations in about 45
countries. More than 100 of these implementations are large, mission-
critical solutions deployed at the world's leading BFSI, BPO and Fortune
Global 500 companies.
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3. Case Study INSURANCE
CONTENT MANAGEMENT
SOLUTIONS SFORR BUSINESSS PROCESS & C O N T E N T M A N A G E M E N T
Newgen Software has been positioned in the Magic Quadrant for
Enterprise Content Management (ECM), 2009. The company has been
recognized by distinguished analyst firms like Frost and Sullivan as a 'Hot
Company to Watch for' in their global ECM Market report, 2009 and by
IDC in its exclusive report “Newgen Software: Global Leader in Business
Process Management and Document Management Solutions”. Newgen
has won prestigious awards such as CNBC-TV18 - “Emerging India
Award 2008”.
With HSBC and SAP investment, Newgen is one of the rare product
companies to have the backing of both leading financial and technology
companies of the world. Newgen’s Quality Systems are certified against
ISO 9001:2008 and Information Security Standard, ISO 27001:2005.
Newgen has been assessed at CMMI Level3.
Key Benefits
! Instant Document Access
! Enhanced Customer Service due
to reduced time lags to access
policy docket
! Secure long-lasting archive &
S OLUTION F O B USINES P ROCESS
improved the policy record
management
! Reduced the record storage
space required to house the
Policy Dockets at the Branch
Offices
! Documents access to multiple
users simultaneously
Newgen prestigious clients include HSBC Bank, Deutsche Bank, Hua Nan Bank,
ABN Amro Bank, ICICI Bank, IDBI Bank, State Bank of India, ING Vysya Bank,
CitiFinancial, RAK Bank, Bank of Tanzania, Max New York Life, Bajaj Allianz.,
Unilever, Philips, GE Countrywide, EXL, Satyam Nipuna, iGATE, Core 3, Ranbaxy,
GSL, Kenyan Airways and SEC Phillipines.
Corporate Office US UAE
Newgen Software Technologies Ltd. Newgen Software Inc. Newgen Software Technologies Ltd.
A-6, Satsang Vihar Marg, 1364 Beverly Road, Suite 300 YI 46, PO Box 120586
Qutab Institutional Area, McLean, VA 22101 Sharjah Airport International Free Zone
New Delhi - 110 067 INDIA Tel: +1-703-749-2855 Sharjah, United Arab Emirates (UAE)
Tel: +91-11-4077 0100, 2696 3571 Email: usa@newgensoft.com Email: emea@newgensoft.com
Fax: +91-11-2685 6936
Email: corpmktg@newgensoft.com UK
Newgen Software Technologies Ltd. www.newgensoft.com
68 Lombard Street,
London EC3V, 9LJ
Tel: +44-207-868 1736
CS-EDMS
Mobile: +44-78154 96669
Email: intmkt@newgensoft.com