"The possibilities are endless to cost justify the upfront expenditure both in the near term and as part of our long term strategic planning." Thomas M. Riddle, President Valley National Group, Inc.

The Customer
Valley National Group, Inc. (VNG) is an independent one-stop financial services group of companies that offer personalized, comprehensive and coordinated financial services.

The Challenge
VNG was moving to a new location and wanted to eliminate the space needed to store client paper files. They also wanted all client documentation to be readily accessible by multiple people throughout their organization. At the same time VNG needed to follow the strict rules and regulations as defined by the Securities and Exchange Commission (SEC).

The Solution
Fraser developed and implemented a solution using e-archive, Fraser's automated scanning, image enhancement and indexing software and Microsoft's SharePoint Portal Server for the document repository. Documents are scanned and indexed. Index fields include client name, Social Security Number, date and document type (Activity, Work Papers, Reports, Tax, Correspondence to, Correspondence from, etc.). The documents and index information are stored in SharePoint with appropriate security restrictions to meet SEC regulations. Users access the Client documents from their desktop through Microsoft Internet Explorer by entering any combination of the index data. SharePoint searches the repository and returns a list of all documents that match the criteria entered. The documents can be viewed, printed, faxed or emailed directly from the users desktop.

The Benefits

• Improved Client Service - When a client calls to request information, a digital image of all client documentation is instantly available.
• Saves Time - Copies can be printed, faxed or emailed immediately, while the client is on the phone.
• Increased Accessibility - Documents are available from any desktop. During tax season, it is common for seve ral people to be wo rking on the same client
  file. All users can now find the documents immediately and simultaneously, allowing more than one person to access the same file at the same time.
• Increased Efficiency - Documents no longer need to be filed or refiled after use. Eliminating lost and misplaced documents.
• Security - Lost and/or misfiled documents have been eliminated.
• Improved Process - Beyond the initial client application, Valley National Group is expanding the use of the system to include other non-client business documents such as human resources documents, company manuals and other documents that the organization receives.

Share the knowledge, not the paper
Copying, distributing, filing and storing paper is expensive. Fraser has the knowledge and experience to automate your paper systems.We can show you how to take your existing paper documents and convert them to electronic images.Once the documents are in electronic format, we can set up automatic work flows that automate delivery of the documents to people who need them.

Call us for more information. See how your organization can increase efficiency, lower costs and improve document security by using Fraser to automate your paper systems.