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As the
name implies, we're committed to providing complete solutions
-- not just products. That's why we offer a wide range of
services to complement our robust product line.
Consulting Services
Document management is a very specialized field. While some
credit unions have the internal resources to implement a
best-practices environment, others do not. Bluepoint's Consulting
Services Group (CSG) is available to ensure that your new
document management system achieves its maximum potential
across your entire enterprise. Bluepoint consulting services
achieves this through:
Process
Engineering/Re-engineering - Bluepoint Solutions
has retained seasoned, credit union professionals who focus
on strategic process design in the front office. Our consultants
will identify mission-critical functions and streamline
processes that are needed to satisfy members on the teller
line, in a call center or in a lending operation. In addition,
critical support requirements for forward-facing activities
are identified, and detailed findings outline functional
requirements for the organization.
Document Management Solutions - Our overview
will help your management team or board of directors understand
the basic technologies utilized by document imaging and
document management solution providers in the context of
your credit union's potential need for a revised management
solution. Our consultants begin by reviewing your strategy
in order to fully understand your unique business needs.
The
session covers the basics of image acquisition and retention,
how images are stored using various digital file types,
types of storage media, how images can be turned into information,
process improvement principles, new service opportunities,
potential cost savings or revenue generation, and network
access and security issues.
Beyond general information, our consultants can work with
your assigned Bluepoint Solutions regional manager to customize
and deliver an overview that is tailored to your credit
union's unique situation and needs. We will present your
team with a high-level overview of the benefits your organization
can expect and the improved level of service your members
will receive through the implementation of a carefully considered,
document management solution.
The process requires seven to 15 days and includes an on-site
needs assessment, report preparation and a formal presentation.
Strategy Development - An investment of
time and financial resources in document management should
be consistent with your organization's long-term strategy.
When a formal strategy has not been fully developed, our
consulting team will work with your project team to identify
existing challenges related to document/information workflow
systems and processes. They will identify organizational
enablers and barriers to change, and determine alternative
courses of action. Bluepoint will then provide a report
of the team's findings, identify organizational objectives
and propose a strategy to address credit union and member
needs.
Feasibility Study Preparation & Review - Where
a clear strategy has been defined, Bluepoint consultants
work with a credit union's project team to develop a feasibility
study.
Studies
can range from a single application review to enterprise-wide
initiatives, depending on each credit union's strategy.
The results depend upon the needs of the credit union and
the sophistication and availability of credit union resources
to perform required tasks. Each study is based upon a scope
of work document that is prepared after a detailed review
of the credit union's document management strategy. Every
Feasibility Study contains a combination of the following
tasks:
- Perform a needs-assessment for each business unit or
department included in scope of work and identify functional
requirements for a document management solution
- Prepare a workflow-requirements analysis and process
improvement recommendations
- Develop system requirements
- Prepare a business case for each functional area or
process
- Review cost justification of systems with credit union
management and prioritize areas for improvement/investment
- Provide RFP support and development as needed
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