Banca Popolare di Sondrio has a history dating back 140 years. In 1991 the bank established a representative office in Lugano, Switzerland. By 1995, the subsidiary had become the Banca Popolare di Sondrio (SUISSE) SA, a bank governed by Swiss law and wholly owned by the parent company.

The Challenge.

Banca Popolare di Sondrio (SUISSE) has been relying on OpenText Content Lifecycle Management solutions for some years and is an OpenText customer success story. Since deploying, the Content Lifecycle Management platform has been identified as a potential hub for the implementation of various corporate business processes.

When the need arose to digitalize the bank's supplier invoice management process, the CLM platform was chosen as the best candidate for the implementation.

The Solution.

The proposed solution builds on the AnswerModules Module Suite. Supplier Invoice Management Kickstart Application has been adopted as an accelerator to quickly setup the solution's backbone. Kickstart applications are fully-functional application templates that can be easily adapted to the specific requirements of any customer.

Products:

• Content Script
• Beautiful WebForms
• Supplier Invoice Management Kickstart App

Key Features:

•   Extreme care for ergonomics. Thanks to the "sandbox" approach, users were naturally constrained within the perimeter of the application's functionalities. Additionally, the responsive layout of the various dashboards granted the possibility to get the best out of the different devices used to access the application.
•   Custom integration with the bank's ERP. The system was easily integrated with the bank's ERP to keep the systems in sync and perform payment dispositions.
•   Workflow escalation. Complex escalation policies were put in place to manage reassignment and automatic completion of tasks
•   Watermarking. As part of the archival upon completion of the approval workflow, the PDF documents are watermarked and enriched with additional details on the different approval steps.
•   Excel export. The dashboards were enhanced with the capability to bulk export the information related to multiple invoices (enriched with data directly from the ERP) to a custom Excel worksheet.
•   Massive PDF merge and export. In addition to the Excel export feature, users were given the possibility to easily download a number of different PDF documents into a single merged document.
•   Massive management of assigned tasks. Through the dashboard interface, users can manage tasks assigned to themselves in multiple workflows with a single action.

The Results.

The solution met the project's tight deadlines, and the new platform was deployed on schedule.

"Our new Supplier Invoice Management system resulted extremely intuitive and easy to use: training sessions turned out to be unnecessary, as the users were able to find their way in total autonomy after the first pending tasks notifications were sent out by the system" said Maurizio Di Paola, Project Manager for BPS (SUISSE) SA.

"We had a chance to appreciate the added value and agility that the AnswerModules Module Suite gave to the project" said Di Paola. "We were able to add quite a number of new features that resulted from user feedback in a very timely fashion. And I was surprised by the limited effort that was required by each one of them."

"Now that we have experienced the kind of results that can be achieved by using the AnswerModules toolset, it would be very hard for me to suggest going back to a more traditional approach to creating Content Server applications" Di Paola concluded.