ADM Investor Services International Streamlines Document Management with DocuWare
Company Size
11-200
Region
- Europe
Country
- United Kingdom
Product
- DocuWare
Tech Stack
- Cloud-based Document Management System
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Productivity Improvements
Technology Category
- Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
Use Cases
- Regulatory Compliance Monitoring
- Remote Asset Management
Services
- Cloud Planning, Design & Implementation Services
- System Integration
About The Customer
ADM Investor Services International (ADMISI) is a London-based service provider for the global food group ADM. Founded in 1930, the company was initially responsible for the financial security of the group’s internal production. The business was quickly expanded to include external customers and other financial services. Today, ADMISI has around 140 employees and offers a full range of investment services in brokerage and clearing, serving over 1,200 customers worldwide. The company uses a cloud-based document management system (DMS) to handle the archiving of customer-relevant documentation.
The Challenge
ADM Investor Services International (ADMISI) was facing challenges in managing and storing customer-relevant documentation. The process of creating new documents was cumbersome, involving filling out different Word templates and then printing them out. The company also had to deal with the authorization of letters by financial managers, which required manual intervention. Retrieving information was a time-consuming process, with employees having to search for hours in the paper archive. The company also had to comply with data protection regulations (GDPR), which was difficult due to documents being stored in different file cabinets or server drives.
The Solution
ADMISI implemented a cloud-based Document Management System (DMS), DocuWare, to streamline its document management process. The DMS stores all customer files in a central document pool. When storing new documents, the system automatically adds further information to the data record, enabling detailed document searches based on various criteria at a later date. The DMS also helps in creating new documents. Employees can create the individual document using DocuWare’s form function and then forward it directly to a customer by email. Several workflows, such as the authorization of letters by financial managers, are also controlled by DocuWare. The system ensures compliance with all regulations with the help of detailed access rights.
Operational Impact
Quantitative Benefit
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