In the past, IT solutions often only supported the employee tasks at one work station. It is becoming increasingly apparent that potential for rationalisation lies mainly in improving cooperation between several employees who are working together on one process, each with specific tasks. This processing across several stations is particularly prominent at banks, for example in the lending business.
For coordinated processing, a process must be forwarded from one desk to another, both reliably and with the corresponding documents, or placed aside for follow up. It must be possible to determine the processing status at any time in order to answer any queries. This could involve a variety of business processes such as financing offers, credit approvals or other processes. The processing of these transactions with the corresponding documents is supported as equally as their administration and archiving.
The electronic mailbox organises the paperless processing of the entire incoming mail in a company. All incoming documents are scanned, indexed and processed in a transaction-secure manner so that no document is lost. These are automatically checked according to defined, company-wide valid regulations and various scorecards, checked for plausibility and assigned to the various inboxes according to the company organisation.
To process an incoming document at the company in a correct and case-based manner, isolated observation is normally insufficient; in reality the complete set of facts has to be examined. The eFile function enables the immediate compilation of all documents belonging to one file.
Scanning is the first step in comprehensive process optimisation. Each paper document is digitized with
Macros eScan and fed into the document cycle such that the maximum amount of its information content can be used in subsequent steps.
Macros eIndex is used to manually classify and index the entirely digital documents. In addition, the documents are supplemented with data from the archive or from third-party systems for an optimal inventory of information, even before indexing. For large amounts of incoming documents, Macros Reply recommends the integration of fully-automated OCR/ICR components from our partners, such as Smart FIX from Insiders Technologies.
Once information has been extracted, the documents can be distributed to team or employee mailboxes. Macros eDistribute is a tool for departments to independently define and manage distribution rules. Documents not requiring any editing by an employee are processed automatically in the background (dark).
The electronic mailbox is the starting point for processing. This is where the employee gets a clear overview of all incoming mail, forwarded mail and/or follow-ups intended for them. Clicking on an entry in the mailbox opens the corresponding file and the department system at the correct location. Mailboxes are available for individual members of staff or teams. The electronic file (such as customer, account and deposit files) provides the employee with a complete overview of all received and sent customer correspondence and depicts the customer contact history. Since this gives the employee all information at a glance, the employee can provide the customer with information faster and more reliably.
Macros ePrint for text and output management, mass and individual correspondence can be sent through various channels (e-mail, letter, fax, SMS) using only one template per transaction. The correspondence is filed automatically in the right place in the corresponding customer file and, for print documents, is also automatically sent to the printing service. The e-mail and fax client
Macros eMax is a product within
Macros eWorkplace that makes sending faxes and e-mails easy. The client is opened via the context menu, and offers various communication templates and the corresponding signatures. The results are also documented in the file.
Macros eForms are multifunctional and intelligent PDF forms. The PDFs, such as application forms, can be filled out online or offline with the free Acrobat Reader and include interactive tools and formulas (such as the rate calculator). The length of these forms depends on information supplied by the customer.
We can integrate all of the specialist, core, archive, storage, e-mail, Office and ERP systems required for your work into the Macros products with the adapter suite. The seamless integration of the applications makes work more intuitive, easier and faster. You will benefit from contextual jumps into third-party systems, data synchronisation from different applications, and pre-filled masks.
You choose which components your situation requires and where you might need additional support. We help you fine-tune the
Macros BankingSuite to your needs.
Phone: +49 89 411142-400