Context
Recognising the need to apply a digital first approach to their information and data management, a leading Wealth Management company had successfully implemented an industry specific case management system. It meant that all stakeholders, regardless of location, could access relevant data, and therefore deliver a market leading service to their clients.
Challenge
With a turnover of over £15 million per annum, and 75 UK employees, the business had a legacy physical archive of over 1,000 boxes containing in the region of 15,000 items of information. Having assessed the values of in-house digitisation vs seeking specialist/accredited support, they created business case to outsource and commissioned OASIS to produce a solution that allowed them to securely digitise and integrate their legacy information, into the new system.
Solution
OASIS designed a system of scanning that not only proved cost effective at approximately 50% savings on the in-house option, but allowed the meta data and images captured through scanning to be automatically uploaded into new digital case management system. Security was improved by the transfer of data via an encrypted SFTP environment.
Outcome
Valuable client information was successfully digitised and integrated into the client’s new information management system, enabling seamless access, improved employee and client experience and in alignment with BS10008:2020 standards. By outsourcing the project to OASIS, the client saved 50% of the estimated costs of using in-house scanning, we were able to use our experience to speed up the process and were also able to offer significant service improvements, so employees were able to service clients with the depth and richness of valuable legacy information.
