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What Are the 9 Steps to Successful Implementation of a Bank Document Management System

Question: 
What are the steps to successfully deploying a document imaging software program?
Answer: 

Successful document management implementations should follow this simple process: 1. Define document structures & exceptions, 2. Loan approval configuration, 3. Workflow setup, 4. Interface configuration, 5. Hardware & software installation, 6. Data mapping & import, 7. Image conversion, 8. Backlog capture, 9. Training.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 02/10/2014

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