They also used Information Builders' Enterprise Copy Manager to extract, cleanse, and load the mainframe data into an Informix database on a Sun Microsystems server. With EDA and Copy Manager, we discovered a way to use existing systems without designing the data stores and hardware from scratch. The Workflow Management System was introduced to a test group of 35 people in July 1998. The group offered feedback and helped refine the various system modules. Since then, the Workflow Management System has been rolled out to about 300 users in the Client Services, Lending Services, Underwriting, and Lending Support Services Departments.
Training takes only a day and a half a relatively short time frame.
Most users share Rizk's enthusiasm. For example, Doug Jacobson, a Supervisor of the Productions Area in the Eastern Region, has the job of assigning loan applications to the appropriate lending officers on his team. In the past, Jacobson had to determine which office an application came from, figure out the corresponding office number, then assign the loan to the loan officer who handles that particular area. That one feature of the system saves me about 30 minutes each day. The system offers other shortcuts as well.