Business Challenges

Banking and Financial Services institutes have to fulfill industry specific security and regulatory compliance mandates and thus have very stringent requirements on the security and authenticity of their business transactions and data records. Different types of documents need to be properly processed and archived and readily retrievable for compliance and customer satisfaction reasons.

On the other hand, most of their legacy IT systems focus on silo business applications, leaving many vaults between the business transactions to be filled by manual administrative procedures and tasks. Management sees the pressing needs to fill the gaps with a versatile document and workflow management solution to boost the overall productivity. The solution must be versatile to meet the diverse requirements of different departments, ready to integrate with their legacy applications, and easy-to-use so that it can be readily accepted by its users.

The Solution

The ParaDM system combines sophisticated document management functions with versatile workflow automation functions. It can be easily integrated with existing IT systems for end-to-end automation of business transactions. For example, loan application, remittance application, account management, portfolio management, compliance audit, account investigation, consolidated account statement and many other applications can be implemented with ParaDM.

Fast ROI with powerful document management functions

There’s a wealth of paper documents associated with each client and their investment portfolio. ParaDM can effectively process and digitize these documents to streamline the operations and provide better services to customers.

Setting up the ParaDoc DMS is as easy as configuring a multi-function printer (MFP) to feed scanned images to the ParaDoc system. New documents as well as backlog paper documents can be readily digitized for easy retrieval and access.

The ParaDM solution supports “booklet scanning”, a popular requirements of application form scanning, and can automatically convert scanned booklet size application forms into A4 images for easy retrieval and review. This and other user friendly functions can significantly reduce manual works to facilitate quick rollout of the solution.

Once the documents are digitized into ParaDM, they become a single secure source of information that can be retrieved for use by your other applications. With its versatile and reliable architecture, the ParaDM system can be readily integrated with customers’ legacy systems for end-to-end business transaction automation.

Security and access control

Proper access control is essential to protect client information and assure compliance with security policies. The ParaDM system supports many advanced security functions including “signature cropping”, “document view only”, document content encryption, digital signature for document authentication, document flow tracking and many others. Client information is safely protected against unauthorized access or information leakage.

Central management and ease of global accessibility & deployment

With its web-based and highly available architecture, the ParaDM system can be readily deployed to support distributed users, e.g. new branch offices or oversea offices. It can be centrally managed at the headquarters without dedicated IT resources at remote, distributed locations.

Business Challenges

Government agencies and departments rely on document-based communications to perform their functions and manage their effective operations. For example, government policies are drafted and disseminated for review by their designated recipients for their information & actions accordingly. These important documents, either in hardcopy or electronic forms, need to be properly authenticated, tracked and validated for its dissemination to the approved destinations. While electronic messaging is also adopted, the unique nature of government operations call for very reliable means to control the dissemination and tracking of these important documents.

The Solution

ParaDM is widely adopted by many different government departments as the trusted document management solution to meet their demanding requirements in document authentication, document dissemination validation and act as a trusted source of secure document exchange.

1. Document Management System (DMS) – Many government departments employ DMS to scan, convert, store and manage large quantity of documents. DMS can save space and cost in managing huge amounts of paper documents and ease the search, archival, retrieval and management of document records. Content can be readily retrieved from DMS for integration with other systems for processing, analysis and reports.
2. Document Tracking System (DTS) – this document tracking workflow solution is employed to ensure important government documents or policy papers (hard copies) are reliably disseminated to the designated recipient(s) on time and are duly received. Document distribution flow can be predefined or assigned at run time.
3. eDocX Solution
   This is a trusted document exchange gateway serving multiple government departments to facilitate the tracking of document disseminations to their designated recipients. Electronic documents sent to eDocX gateway are properly forwarded onto the ParaDM Document Tracking System (DTS) to perform its document tracking functions. Users enjoy the same reliable distribution, tracking and report of document flow as with DTS.
4. Digital Document Tracking System (DDTS) – this document tracking workflow solution is employed to ensure important documents saved in the ParaDoc system or in ParaDM eDocX system (see eDocX solution section) are reliably sent to and received by the correct designated recipient(s) on time. It allows forward restriction with ‘effective date’ setting. It supports Chinese, English and Portuguese optical character recognition (OCR). Documents can be sent to multiple users/roles/groups with AJAX auto suggestion.
5. eCert Signing Solution – this solution is used to authenticate and certify the originality of policy papers or orders with no ambiguity of source of document/information. Both the ParaDM eSignTrust Solution for DTS and ParaDoc + ParaFlow can support this function for signing on documents with digital signatures. Only authorized user accounts can initiate the flow. Document flow status is tracked and monitored. Support batch signing and multiple signatures and auto-verification of signature when opening document. Can convert to PDF or PDF/A after signing.

Moreover, the ParaDM document management system can be used together with its versatile workflow management solution to streamline administrative processes and to implement new e-government initiatives. For example, these can be used in license applications, government inquiry hotline, case management, research, trusted document exchange gateway, public news dissemination and many others.

Business Challenges

Student record management and administration is a universal problem faced by all educational institutes if no document management system (DMS) is in place. Tons of student records are generated each semester e.g. registration documents, certificates, awards, academic results, membership records, score sheets and all other supporting documents. From time to time, these needed to be retrieved and updated regularly or per ad hoc requests. Manual archiving, sorting and retrieval are painful and counterproductive processes that educators hope to resolve.

The Solution for Education

With ParaDOC and ParaSCAN, documents along with its owners’ attributes can be automatically indexed and archived. ParaDM solutions work with popular multifunction printers (MFP) to automatically scan and index batch of documents and place these securely into electronic stores. Search and retrieval of a specific record of a student can be done instantly. Inquiry on test result or admission status etc. can be immediately handled & answered if needed. No more suspected lost records nor frustration to lecturers and students. It eliminates tedious manual processes, reduce hardcopy saving spaces, improve efficiency of teaching and administration staffs and foster a win-win relationship between the educators and the students.

Business Challenges

Retail businesses need to support many distributed sales outlets and branch offices and handle different types of paper documents in its daily operation. Due to audit requirements, involvements of 3rd party suppliers, or other reasons, these documents and manual processes cannot be replaced by a simple paperless IT system.
The complex and repetitive natures of these work processes are tedious and error prone. A good document and workflow management solution with excellent adaptability will prove an indispensable solution to these customers.

The Solution

With its powerful document management functions, the ParaDM system can readily handle different types of documents and streamline the processing, update, dissemination, storage, archive & management of the documents. The saved documents can be provisioned for use by other IT systems. Business processes can then be completely automated to significantly boost the productivity.
With ParaDM’s powerful graphical workflow engine, users can easily define and transform manual procedures into automated workflow and streamline complex operational procedures.
For example, paper documents like product descriptions, delivery notes, invoices, purchase orders, promotion program documents, and many others can all be captured and processed automatically with ParaDoc and ParaScan systems. Operational processes like sales program communications, stock replenishment, goods delivery and receipt, membership program, sales order and others can be fully automated or augmented by the powerful ParaDM system.
Moreover, with its reliable and web-based application architecture, the ParaDM solution can readily support any remote operations, e.g. new sales branches or oversea offices, with the ease of central management.

Business Challenges

AEC firms rely heavily on hard copy documents in their daily communications with customers, project team, contractors, business partners to manage their projects. These documents include letters, memo, tender documents, reports, drawings, correspondences and other supporting documents.

Project managers need to control the access and manage the flow of project documents to ensure effective collaborations among project team members. Information should only be accessed by stakeholders with designated rights to protect the confidentiality and integrity of information. Document distribution legend must be managed and logged to ensure timely and accurate dissemination of information for stack holders’ actions. Project status and progress must be continuously tracked and monitored to ensure project timelines are met.

However, manual processing & filing of project documents are inefficient, insecure, tedious and prone to errors & delays. In case faults occur in any of the manual processes, project timelines will slip resulting in losses of time and revenues to the business.

ParaDM system can provide unmatched benefits to AEC firms to deal effectively with these business challenges.

ParaDM Document and Workflow Management solution provided sophisticated functions designed specifically to meet the requirements of AEC firms in project document management, letter management, incoming/outgoing correspondence management etc., with emphasis on access right control and efficient collaboration.

With the ParaDM project document management solution, AEC firms can pre-define project folders to enforce & facilitate standardized project folder management practices. Project folders are structured with definable type and subtype classifications with standardized nomenclature conventions. Folders can be preset with appropriate access rights. For each project, team members will be assigned their respective project roles so that they are automatically granted the document access rights appropriate to their roles. This significantly reduces the risks and administrative tasks in document management. Furthermore, documents will be automatically assigned auto-generated reference numbers and file names and filed according to the defined practices.

In aliition to project document management functions, users can implement aliitional functions to facilitate project management. E.g. incoming and outgoing correspondences through different communication channels can be fully logged and recorded to track project progress and prompt for users’ actions. Furthermore, the project management solution can be integrated with the workflow functions of ParaDM for customized project workflow automation.

Business Challenges

Trading is a business that needs to deal with huge amount of documents e.g. invoices, shipping document, export and import licenses, customer correspondences and other supporting documents. Manual processing, tracking and retrieval of these are error-prone, tedious and almost impossible e.g. for large trading enterprises with distributed branch offices across the continents.

A more precise study by a world leading trading conglomerate reviews that they will need to support more than 100,000,000 online documents to cope with their current business needs as well as future growth.

A single scalable document management system (DMS) which can archive all the classified documents of its business operations is required. Moreover, the system must be easily integrated with its numerous legacy IT systems for end-to-end business process automation.

The Solution

ParaDM is the ideal solution that can meet the scalability, versatility and reliability requirements of these customers. ParaDoc is a highly scalable document management system that can act as a single repository of all scanned, indexed document images for the entire enterprise. It has numerous versatile APIs to facilitate the integration with enterprise IT systems to retrofit legacy applications with document image retrieval functions.

The ParaDM system supports high availability and disaster recovery configurations to support mission critical business applications

Business Challenges

Amusement and theme parks, entertainment centers & hotels in the region are competing for tourists and visitors with modern facilities, new attractions, thrilling rides, events, shows, promotions etc., aiming to provide unique experiences to attract new and returning customers. Efficient operations, fast time to market, well managed & maintained facilities and elaborately planned & executed programs are all critical success factors to enhance customer satisfaction and ensure increased visitor inflow. These need a systematic approach to manage its daily operation and a versatile automation solution to orchestrate the many diverse processes harmoniously to meet their required service levels.

The Solution

Document and workflow management solutions find their home at theme parks, entertainment centers and hotels where streamlined information management and efficient work flow management are key to their successes. Different types of documents need to be processed and archived in different functional units. Distinctive types of work processes need to be automated and monitored. ParaDM is the most versatile and powerful document and workflow solution that can aliress all the needs of the hotels, theme park and entertainment centers to significantly improve its operational efficiency and achieve new levels of customer satisfaction.
Typical applications of ParaDM solutions in the entertainment industry include:

• Membership program
• Asset management
• Equipment and facility maintenance & management
• Lost and claim
• Procurement
• Staff record
• Program management
• Animal’s health management
• Research and analysis
• & many others