BRD Pensii (BRD Societate de Administrare a Fondurilor de Pensii Private S.A) is a subsidiary of BRD - Groupe Société Générale and Sogecap, whose main business is managing pensions funds (private pensions, 2nd and 3rd pillars).
BRD Pensii runs investment products that help customers to build a carefree future.
BRD Pensii was looking for a document management integrated solution. The ideal solution had to answer the permanent users’ needs for better document organization, fast access to big volumes of documents and customers’ folders, compliance with national legislation, increased security and paperless office benefits.
The solution had to answer also to another important need of BRD Pensii: to allow the export of documents and their metadata in a secure environment and in a specific format requested by the reporting to the Financial Supervisory Authority and by any Legal auditors.
Star Storage delivered an integrated document management solution available in Cloud as software as a service (SaaS). The solution is based on the state-of-the–art products for increasing business productivity like ERA (Electronic Registration and Archiving), SEAL (Secure Electronic Archive Library), and ARSEC.
To meet customer’s challenge it was needed a main workflow process. With ERA, BRD Pensii was able to assign an unique registration number for incoming, internal and outgoing papers, and documents were ID registered providing an unique bar code identifier applied on each document. Then, physical documents were transferred from BRD Pensii locations to Star Storage’s warehouse (transportation services being included), prepared for digitization, scanned and index with main metadata - different type of documents that appear in the Archive Nomenclature.
All electronic document are then uploaded and stored in SEAL, an unified management of physical and electronic archives, benefiting from a complete solution for centralizing, managing and archiving the entries of the company either on paper or electronic. BRD Pensii streamlined their business processes by optimizing the way of managing and archiving documents within the company.
„Being a long-term investing service, our clients need fast access and life guaranties for their personal amounts accumulated in the pension account. Implementing digital office technologies for better organizing our clients folders and obtain fast and secure access to our archived data, are essential conditions for us to grow client’s confidence in our services. The processing is highly secured, ensuring us that personal data protecion is safetly kept, in compliance with all regulatory frameworks. In the same time, a paperless office helps us to reduce physical documents workloads and operational costs, allowing us to better invest in our services quality”, Raul Demeter, Chief Operations BRD Officer at BRD Pensii.
Once physical documents were integrated in the electronic archive (SEAL), they are delivered Star Storage warehouse to be archived in boxes by a qualified personnel, in compliance with national regulations and Law 135 / 2000 for physical documents archiving.
To have a clear overview of every box and document registered in the warehouse, Star Storage uses ARSEC application to manage the input/output of all documents within the warehouse. Due to ARSEC, BRD Pensii users can open orders and request their documents.
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