Records Management

The Challenge

Organization's records are in numerous formats: physical, electronic, scanned images, and e-mails-and often are stored in disparate systems. Managing these information silos is time consuming and inefficient because processes are manual and policy enforcement is difficult. More importantly, critical data is difficult to access, slowing down critical workflow processes.

Organizations are facing the need for better, more efficient ways to organize, capture, access, and store business information and content, while meeting the increasingly stringent regulatory compliance requirements. They need to implement effective records retention policies and integrate records management capabilities into their business processes-all while keeping their storage costs under control.

The G360 Records Manager enables the automation of records management and the ability to seamlessly manage record lifecycles throughout business processes. Customers achieve compliance with the record-keeping requirements of regulations like Sarbanes-Oxley and HIPAA, and records become a cohesive and seamless component of the organizational BPM solution.

With G360 Records Management, organizations:

  • Access records easily and cost-effectively
  • Capture records from physical, electronic, e-mail, and scanned image sources
  • Establish and enforce policies and procedures to identify and protect business-critical records
  • Extend BPM to the administration of records, from creation through permanent archival or destruction
  • Ensure records are safeguarded and enforcement of security policies is automatic
  • Apply record-keeping rules uniformly and automatically

 

Benefits

  • Improved productivity through automation of records management tasks
  • Simplified records retrieval and information dissemination
  • Ensured compliance with records management regulatory requirements
  • Increased operational speed, velocity and efficiencies
  • Enabled focus on high-value tasks vs. records administration
  • Elimination of user-related errors

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"With Global 360 we have been able to absorb staff attrition by 14.5%. We have increased the number of cases by 30% and increased the underwriters capacity by 20%."

— Marilee Rautenberg
Project Manager
Symetra

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