Follow the people of SPUD Credit Union as they dig out of document chaos, improve everyday processes, and discover what their content can do.
Documents are stored across shared drives, Outlook inboxes, and other disconnected locations, making them difficult to track, find, and access.
Growth has Spudrick stressed, and SPUD's documents are not helping. A therapy session reveals what happens when a credit union has information everywhere except where employees need it.
Classifying and separating documents and capturing their data are time-consuming manual tasks.
Orson's workday is disappearing into manual indexing and document packets. William would like to check in about that.
Document-related business processes that occur outside the core system are difficult to manage, execute, and track.
Loan Operations turns to an investigation board, complete with yarn, to determine where a post-funding auto loan went and what is supposed to happen next.
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