P&N Bank implemented a centralized customer letter portal using Zipform's Doc-U-Hub platform to improve document control, compliance, and the customer experience. The portal allows authorized staff to create and send letters while maintaining brand integrity, version control, and archiving of all documents. It streamlined P&N Bank's letter processes, reducing monthly letter volumes from over 26,000 to just 5,000 while providing easy searching of archived correspondence to improve customer responses. Feedback from staff and management has been positive about the portal's usability and benefits.
Kinetic Data White Paper, Divide And Conquer To Accelerate Client Transitionsbrettnorgaard
White Paper discusses how to accelerate transitioning new clients to the service platform by breaking offers into standard, optional and customized groupings.
El deporte aporta muchos beneficios para la salud y la calidad de vida, no solo en lo físico. Ayuda a olvidar preocupaciones y a relacionarte con otros chicos de tu edad.
Kinetic Data White Paper, Divide And Conquer To Accelerate Client Transitionsbrettnorgaard
White Paper discusses how to accelerate transitioning new clients to the service platform by breaking offers into standard, optional and customized groupings.
El deporte aporta muchos beneficios para la salud y la calidad de vida, no solo en lo físico. Ayuda a olvidar preocupaciones y a relacionarte con otros chicos de tu edad.
Project Management Information Systems.docxwkyra78
Project Management Information Systems
Numerous project management information sys tems (PMISs) are available that help the user to plan, track, and manage their projects. In recent years, PMISs have become very easy to use and often can be customized to fit the needs of the user. A PMIS provides a powerful suite of Web based tools to support many of the topics covered in this text. This appendix provides:
• A discussion of the common features available in most PMISs
• Criteria for selecting a PMIS
• A discussionof some advantagesof using a PMIS
• A discussionof some concernsof using a PMIS
• A discussion of how to find vendors offering
PMISs
Project Management Information
Systems Features
The following list of features offered by most of today's PMISs, although by no means complete, gives a general overview of the types of features available. It should be noted, however, that dif ferent PMISs provide different features, and some of the features listed are not found in every project management package. In addition, some products do a much better job than others in providing software support for some of these features.
1. Budgeting & Cost Management
One of the most important features that PMISs provide is the ability to effectivelyplan and manage the costs of projects. Features often include:
• Billing and hilling methods
As discussed in the text, projects can be charged to customers in a variety of ways. Most PMISs allow selection of fixed price, time and materials, milestone completion, and percent-to-completion billing methods. In addition, automated billing procedures can be defined.
• Cost-to-completion tracking
This feature permits the user to track the progress of each task and automatically cal culate the expected remaining cost to com plete each task and the expected cost to complete the entire project.
• Earned value management
As described in Chapter 7, it is important for the project manager to understand the value of work actually performed. Tools to support earned value calculations and management are common in PMISs.
• Multiple currency
With the global business environment of today, many projects have components that
461
462 Appendix A Project Management Information Systems
span several countries. Some PMISs can handle the tracking and reporting of cur rency from multiple countries.
• Payroll integration
Many of the PMISs comply with the direct integration of project data with the most common payroll systems that are available.
• Percent-to-complete tracking
It is extremely important for the project manager to track each task as a project is being worked on. Percent-to-complete tracking lets the user report progress on a percentage basis as a means to help keep a project within its budget.
• Project accounting and cost control
The ability to track projected versus actual expenses, track labor and ...
How to choose a Loan Document Management Software.pdfTechugo
Businesses, banks, commercial lenders, and mortgage firms must manage loans. Customers want to feel safe when taking out a loan, whether for personal or professional purposes. They have more options for lending, are tech-savvy, and use multiple devices. Some of these unique financial technology products are new to them.
SharePoint: A Case Study at Harvesters Food BankMatt Quinn
These slides were part of a breakout session at a Feeding America conference held October 3-5, 2011. The slides highlight Harvesters food bank's efforts to set up an employee website using SharePoint.
Introduction to multichannel communications with Scriptura EngageScriptura Engage
Sending ‘a communication’ or 'a document' is more than just sending an email or a letter or a text message. It covers the entire flow a message is facing until it has completed its mission. The entire flow, meaning: the source, the creation, the branding, the fixed content and the content variables, the bounces, the reaction to these bounces, the customer’s feedback, the gained information, etc.
Learn how Scriptura Engage will help you improve your multichannel communications strategy, while simplifying your environment and saving costs.
Project Management Information Systems.docxwkyra78
Project Management Information Systems
Numerous project management information sys tems (PMISs) are available that help the user to plan, track, and manage their projects. In recent years, PMISs have become very easy to use and often can be customized to fit the needs of the user. A PMIS provides a powerful suite of Web based tools to support many of the topics covered in this text. This appendix provides:
• A discussion of the common features available in most PMISs
• Criteria for selecting a PMIS
• A discussionof some advantagesof using a PMIS
• A discussionof some concernsof using a PMIS
• A discussion of how to find vendors offering
PMISs
Project Management Information
Systems Features
The following list of features offered by most of today's PMISs, although by no means complete, gives a general overview of the types of features available. It should be noted, however, that dif ferent PMISs provide different features, and some of the features listed are not found in every project management package. In addition, some products do a much better job than others in providing software support for some of these features.
1. Budgeting & Cost Management
One of the most important features that PMISs provide is the ability to effectivelyplan and manage the costs of projects. Features often include:
• Billing and hilling methods
As discussed in the text, projects can be charged to customers in a variety of ways. Most PMISs allow selection of fixed price, time and materials, milestone completion, and percent-to-completion billing methods. In addition, automated billing procedures can be defined.
• Cost-to-completion tracking
This feature permits the user to track the progress of each task and automatically cal culate the expected remaining cost to com plete each task and the expected cost to complete the entire project.
• Earned value management
As described in Chapter 7, it is important for the project manager to understand the value of work actually performed. Tools to support earned value calculations and management are common in PMISs.
• Multiple currency
With the global business environment of today, many projects have components that
461
462 Appendix A Project Management Information Systems
span several countries. Some PMISs can handle the tracking and reporting of cur rency from multiple countries.
• Payroll integration
Many of the PMISs comply with the direct integration of project data with the most common payroll systems that are available.
• Percent-to-complete tracking
It is extremely important for the project manager to track each task as a project is being worked on. Percent-to-complete tracking lets the user report progress on a percentage basis as a means to help keep a project within its budget.
• Project accounting and cost control
The ability to track projected versus actual expenses, track labor and ...
How to choose a Loan Document Management Software.pdfTechugo
Businesses, banks, commercial lenders, and mortgage firms must manage loans. Customers want to feel safe when taking out a loan, whether for personal or professional purposes. They have more options for lending, are tech-savvy, and use multiple devices. Some of these unique financial technology products are new to them.
SharePoint: A Case Study at Harvesters Food BankMatt Quinn
These slides were part of a breakout session at a Feeding America conference held October 3-5, 2011. The slides highlight Harvesters food bank's efforts to set up an employee website using SharePoint.
Introduction to multichannel communications with Scriptura EngageScriptura Engage
Sending ‘a communication’ or 'a document' is more than just sending an email or a letter or a text message. It covers the entire flow a message is facing until it has completed its mission. The entire flow, meaning: the source, the creation, the branding, the fixed content and the content variables, the bounces, the reaction to these bounces, the customer’s feedback, the gained information, etc.
Learn how Scriptura Engage will help you improve your multichannel communications strategy, while simplifying your environment and saving costs.
1. Case Study
A Central Platform For P&N Bank
To Manage Their
Customer Communications
Doc-U-HubDocument Management System
2. Case Study
BACKGROUND
P&N Bank is the largest Mutual Bank owned
and managed in Western Australia. P&N Bank
provides retail banking services and products
including transactional and lending products,
insurance and financial planning services.
With over 100,000 members, the company
is always seeking to improve the member
experience while implementing volume
scalable solutions to allow for growth and
cost benefits.
P&N Bank’s plan was to simplify and improve
back end processes to provide improved
compliance, brand integrity and content control.
This in turn would enhance the banks business
performance by leveraging on technology to
improve the member experience and grow the
member base.
In March 2014, Zipform Digital met with
the P&N team to observe, and gain a better
understanding of, the existing internal ad-hoc
letter mailing process of the company.
The intention was to identify a solution
that would address the requirements of
Management in relation to document control,
maintenance of brand integrity, response
times, member experience and productivity.
In particular, the aim was to develop
a system which would achieve the
following objectives:
ƒƒ To have a centralized system accessible by
P&NBankstaffwithvariouslevelsofauthority
to create and send letter to members
ƒƒ To have improved version control/compliance
ƒƒ Visibility and storage of all documents or
letters sent to members
ƒƒ Flexible change control system to make
changes/additions to templates and or
content
ƒƒ To provide enhanced response to members
and improve the member experience
ƒƒ To maximize staff productivity through
best practices and automation
ƒƒ To simplify existing processes across
departments
ƒƒ To ensure team members were engaged
with value add activities
3. Case Study
THE SOLUTION
Zipform engaged with P&N on site to gain
a deeper understanding of requirements in
order to provide back a comprehensive ROI, for
a designed and purpose built system to address
the desired objectives, which would eventually
emerge as a Customer Letter Portal – developed
on Zipform’s Doc-U-Hub platform.
The Customer Letter Portal allows the P&N
Bank team to concurrently process ad hoc
and bulk letters to their members offering not
only the ability to unify processes across several
departments, divisions and/or branches, but also
provides Compliance, Brand Integrity, Change
Management, Visibility and Online Archive.
All achieved through a secure platform.
Other key features of this purpose built portal
include:
ƒƒ Log in and user authentication
ƒƒ Hierarchy user access control
ƒƒ Wizard interface, step by step processing
for ease of use and control
ƒƒ Preview function
ƒƒ Data verification
ƒƒ Template library identification control
ƒƒ Archival of all documents
ƒƒ Pending documents and archive intuitive
search
ƒƒ Production reporting
ƒƒ User reporting
ƒƒ Create
Authorised users:
• upload data files
to send bulk mail
• create ad-hoc letters.
Letter Portal
Processing
Engine.
Letters are
processed and
stored in
pending folder
for batch
processing.
Letters are printed
on full-colour
high-speed
inkjet printer.
Letters are
lodged with
Australia Post.
Letters are
inserted using
a high-speed
mail machine.
Letters are securely
archived online.
Authorised
users can search
letters via portal.
Letter Portal Workflow
Letters are batched
for distribution
through print
and mail or email.
Through a managed workflow, an authenticated
user of the portal has the ability to create
documents on the fly and send via print and mail
(with the future enhancements allowing digital
channels). Letter templates are pre-determined
by user access level and account type,
mandatory variable values are required to be
populated and a preview is generated in real
time. Once processed, the document is queued
for distribution at regular intervals and batched
to achieve bulk discounts.
4. Case Study
‘‘
‘‘
View & Search
All files which are processed are held in a
pending folder for reviewing. Allowing the ability
to delete before sending and an opportunity
to re-process. Once files are processed and
distributed, they are automatically available
through an online archive system with several
search parameters.
Reporting
Reporting is available to track the activity of
documents, the volumes being sent, the user
sending them and when they were sent. This
production report allows for changes to be
made to the Portal whether it be removal of,
update to or the addition of letter templates.
Change Management
Through a dedicated Change Management
Portal (CMP) authorized staff at P&N Bank can
initiate changes 24/7/365. All changes requested
are reviewed, assessed and responded to.
From the point of the initial change request, to
development, to testing and implementation
and deployment, the portal will provide an end
to end report enabling tractability throughout.
Implementation
Development of the system from design through
to implementation took 4 months. The approved
system was launched in August 2015.
The implementation process was controlled
by our project manager, who worked closely
with the key stakeholders at P&N Bank to
ensure smooth communications and delivery
of requirements.
THE RESULTS:
P&N Bank’s volume of letters produced has
reduced from over 26,000 per month to just
over 5,000 internally with a continual focus on
other communications to be implemented. In
addition, the letters have been archived and
stored for immediate access by our frontline
teams improving member responses and our
member experience.
Internal feedback has been positive with
frontline team members saying how easy
the system was to use and the ability to
view member’s correspondence, without
the need to ask various queries as to what
correspondence the member is querying.
Providing a cohesive and professional service
to our members.
I felt that the team at Zipform collaborated and
supported the P&N Bank team throughout the
project and well into the warranty period. As
with all implementations of bespoke products
there were challenges which arose, however the
collaborations between Zipform and P&N Bank
resolved these minor issues and the technical
team at Zipform were easily accessible and
knowledgeable on requirements.
Colette Bedwell
- Manager Operations Implementations
For more information, please contact
Zipform Digital
sales@zipform.com.au
08 9232 0192
zipformdigital.com.au