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Hawksford Group

Hawksford Enhances its Business Processes with OpenText

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Integrated Business Process Management, Document Management, Email, and Fax deliver efficiency, regulatory compliance, improved resource planning, and remote working

As we grow, using OpenText enables us to take on extra workload without the cost of extra staff. We’ve also eliminated much paper from our processes, saving the cost of physical output and storage. Plus, users can access the electronic copies, of say client bills, quickly and easily with the OpenText solution’s powerful search.

MATTHEW WILKINSON, ASSOCIATE DIRECTOR OF BUSINESS ENABLEMENT, HAWKSFORD

Challenge

  • Wanted to increase efficiency, paper-intensive processes caused repetition, taking time to locate documents, impeding remote working
  • Lack of workload visibility made resource planning difficult
  • Audit trail visibility and access impacted compliance in regulated environment

Product(s)

Value

  • Move from paper to digital content speeds up processes and supports remote working–e.g. bill production cut from two days to two hours
  • Workload planning easier through greater visibility of forms and documents
  • Full audit trail helps meet compliance drivers

About Hawksford Group

Hawksford Group, is an award-winning, leading independent wealth structuring company specializing in preserving and enhancing wealth. Its head office is in Jersey and clients range from small and large corporates to ultra-high net worth individuals. Following a management buy-out (MBO) from Rathbone Brothers Plc in late 2008, Hawksford has achieved strong revenue growth each year and has over £30 billion of assets under administration. For more information, visit: www.hawksford.com