Business Challenge
In addition to managing dozens of Excel spreadsheets, Compass staff needed to manage hundreds of thousands of PDF documents for loan information. The volume of work was staggering and the staff’s inability to quickly search, find, and work with data was limiting their ability to make informed decisions about their business. The time involved in storing and categorizing the documents alone was staggering.
Successful Solution
Compass knew there had to be a better way to manage this data. Compass hired 360Works and developer
Michael
Glasowitz worked with them to design and develop a database to help them manage their data. Using 360Works
SuperContainer, he developed a document management system to allow them to track all documents in a
central location.
Next, he developed a custom function that helped them to sort and classify the PDF documents based on
criteria
the bank gave them. This allowed staff to more easily access the proper documents and to flag those
documents
according to the bank categories or bookmarks.
Implementation of the new document management system allowed staff to quickly and easily access data
related
to each individual project. Instead of sifting through dozens of documents, they now have a centralized
system
that eliminates duplication of effort and streamlines their analysis process.
Customer Benefits
Compass estimates that the ability to separate and categorize PDFs alone will save them $100,000 per year.
In addition, the team can now more quickly analyze and report on overall business goals with ease.
This helps them make more informed decisions about their business in order to deliver efficient, high
quality
service.
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