Best Practice Aareal Bank Group

Area of application	DMS with electronic housing records,electronic organization manual (blue book)for written rules of procedure
Industry	Banks
Employees	933
Turnover	366 million euros
Headquarters	Wiesbaden, Germany
Integration	SAP, ISIS PAPYRUS, PTS, BK@01
Project scope	worldwide

Challenges

Complex record and documentorganization (paper- based andelectronic)
System diversity
No consistent digital businessprocess management
High processing costs
No centralized archiving

Targets

Create transparent document andrecord organization
Consolidate system landscape
Make information readily availablethrough networked systems
Establish high quality and speed inbusiness processes
Reduce personnel and materialcosts

Solutions

Doxis4 Content Repository, also forpayment transaction documents
Electronic residential record with five sub- records
Electronic organization manual;the "blue book" for written rulesof precedure
Contract generation workflow

Project overview

STARTING POINT

The Aareal Bank Group, based out of Wiesbaden, Germany, is a leading international provider offinancial solutions and services. Many different systemsadded to the application landscapehad beenover the years, which is why the bank decided to modernize and consolidate its applicationlandscape with the enterprise content management (ECM) platform Doxis4. The company benefitsgreatly from it. The platform includes the electronic organization manual, called the blue book,which was launched with Doxis4 modules. The company uses the blue book to document businessprocesses, organizational structures and corporate instructions according to legal and internalrequirements. The information is available to all employees via the intranet. Another highlight isthe electronic residential record with a contract generation workflow.

WHY SER

Long- standing and trusting relationship with SER
Strong industry expertise in financial and loan service provider sector
Extendability, usability and look and feel of the Doxis4 iECM suite

SOLUTIONS

Doxis4 iECM suite with an archive, DMS, workflow, eRecords, automated invoice captureand verification, contract management, and more

INTEGRATION

SAP, ISIS PAPYRUS, PTS, BK@01

DOCUMENT VOLUME

Over 600,000 documents

USERS

350 users

IMPLEMENTATION

2010: Replaced the old archive with Doxis4 iECM suite incl. archive and DMS
2011: Launched electronic organization manual (blue book) based on Doxis4 for written rulesof procedure; automated inbound invoice processing and verification
2012: Introduced electronic residential recordsn2013: Launched an IT operating manual based on Doxis4
2014: Added contract generation workflow to residential records
2015: Launched electronic business partner records
2016: Automated inbound mail processing, Doxis4 eMail Manager

BENEFIT

Holistic processing and management of documents throughout the process chain
Cross- location access to eRecords
Better ability to provide information to third parties (e.g. auditors) with the documentation process of the written rules of procedure
Faster, higher quality invoice capturing, automated data transferal to SAP

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