Customer Case Study: Open Text Sheds New Light on Santee Cooper's Property Management Department
Santee Cooper, South Carolina's state-owned electric and water utility, generates power for more than two million South Carolinians. Their property management department dealt with stacks of information regularly, which opened the door to multiple content problems. Technology was changing, the company was growing, and their content was escalating fast.
To tackle this problem head on, Santee Cooper employees from various user areas formed the Enterprise Content Management (ECM) Project team, to assess the pros and cons of electronic document management. They needed to streamline administrative processes, improve customer service, comply with federal and state rules and regulations, and retain knowledge from a retiring workforce.
The utilities provider chose Open Text for the user-friendly nature and functionality of the company's records management product. IT liked that it was simple to implement. The records management department liked the ease of inheriting records classifications and retention periods, as well as the one folder structure of both physical and e-records. Project teams liked how well the ability to work with the vendor played out, and all users loved the search and add documents functions.
Together with Santee Cooper's ECM project and ECM technical teams, Open Text Global Services gathered information about the document and records processes, and mapped it out for the records management solution. After the system was fully implemented-out-of-the-box, with some process improvements added by the IT team-users were trained in various scenarios to ensure user confidence.
Now, each form has a barcode for convenient electronic filing. Using Kofax® Capture, all of the property management departments' documents were scanned into the system, receiving the correct classifications according to the folders they were placed in. The records management system is also linked to Santee Cooper's Oracle Property Manager, to manage the company's leasing data.
The application of the records management offering has enabled the streamlining of large projects, higher efficiency, improvement in customer service response time (from 34 minutes to six), and even the recovery of costly floor space now that Santee Cooper no longer needs filing cabinets! Misfiling is also a non-issue thanks to the ability to search for documents, and aging paper documents are now electronically preserved.
After the triumph within their property management department, Santee Cooper anticipates making the records management solution an enterprise-wide choice.
Read more about Santee Cooper's success with records management here.
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