Category: Case studyView all Categories

0

How to Deal with a Never-ending Stream of Energy Records – Part 2

Thursday, February 9, 2017

In last week’s blog post, we discussed the challenge faced by Laramie Energy in dealing with a continual influx of records from acquisitions. Laramie Energy’s goal was to develop a records management system that would allow it to hit the ground running as soon as a new acquisition was closed. After a thorough vendor search, Laramie Energy choose TAB FusionRMS records management software as the platform on which to develop their system.

0

How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the bank needed to undertake four steps: Review and organize the files, purging all non-records. Convert retained paper files to the bank’s standard formats for folders […]