Management saw that operations would become unmanageable using current practices. The bank turned to us to streamline tasks and minimize the amount of staff that would be hired. We implemented a networked solution that would allow vault staff to track files with bar coding, and servicing staff to locate and request loan files from their desks. At implementation, the vault was organized in separate sections for Notes, collateral files, legal files, etc. A custom label design allowed the File Type to appear in large type.
Portable scanners allow files to be scanned directly to shelves.
Periodic desk audits with the portable scanner allow the location of files that have moved outside of the file room to be updated in the system. An East Coast Solution A 'Big Five' accounting firm adopted a solution for its New York Metro Region. All data resides on a server in Mid-Town and is accessible by 4,000 staff across five offices. For many years the firm had used a Wang mini-computer to track and manage its practice records. Changes in technology had made the Wang computer both obsolete and very expensive.