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Safety Harbor, FL -- (Feb 26, 2015) - Integra today announced it has attained Gold Certified Partner status in the Microsoft Partner Program with a competency in Application Development, recognizing Integra's expertise and impact in the technology marketplace. As a Gold Certified Partner, Integra has demonstrated expertise with Microsoft technologies and a proven ability to meet customers' needs. Microsoft Gold Certified Partners receive a rich set of benefits, including access, training and support, giving them a competitive advantage in the channel.
Microsoft Competencies are designed to help differentiate a partner's capabilities with specific Microsoft technologies to customers looking for a particular type of solution. Each Competency has a unique set of requirements and benefits, formulated to accurately represent the specific skills and services that partners bring to the technology industry. Within select Competencies, there are Specializations that focus on specific solution areas that recognize deeper expertise within that Competency. Serving as a specialized path to earning those Competencies, Specializations give direct access to the tools and resources that support that specific area of focus.
Integra's iDentifi.Net product was tested and approved by Microsoft in February. The company achieved its Application Development Competency by meeting testing requirements for its software, its operating system, and other components – and by receiving the required number of customer references.
As an ISV, an application development competency allows Integra access to all of Microsoft’s server platforms to enable seamless integration with those products.
"Customers are looking for partner companies they can trust to build a positive customer experience with the platforms they depend on,” said Aaron Stine, Senior Vice President of Development and Professional Services at Integra. “As a Gold Certified Partner, Integra has demonstrated its expertise in providing customer satisfaction using Microsoft products and technology."
About Integra Business Systems, Inc.
Integra is a software development company that produces document imaging, management and workflow with 20 years experience in the financial services, real estate and other industries. The iDentifi product line delivers a wide range of features for scanning, storing, coding, tracking, finding and viewing documents throughout the enterprise. Modular solutions include storage and management of all document types, workflow, enterprise report management (COLD), electronic signatures, signature and photo ID verification, document version control, document retention policies and document on and off line archival. For more information visit www.franprocess.wpengine.com.
Back by popular demand…
Integra Client Conference & Training Seminar 2016
Costs:
Full Conference: $249 per Institution
Events Only (Perfect For Guest): $99
More to follow as the dates approach...
The People’s Credit Union is a community credit union that has served the people of Rhode Island since 1922. Located in Rhode Island, Peoples has six branch locations. Each branch uses iDentifi.eSign to capture electronic signatures for transactions, new accounts and account maintenance. The Credit Union uses iDentifi.eReceipt for electronic transaction processing, iDentifi.Trak for monitoring required documents and iDentifi workflows for efficient and streamlined verification and quality control.
The Credit Union uses Pax units for eSign processing on the teller line and Topaz units for new account processing. Currently, electronic signatures are used for all over-the-counter teller transactions as well as all deposit related documents, such as, new consumer and business account signature cards, safe deposit box agreements, account maintenance forms, IRA administration documents, ATM/Debit Card agreements and so much more.
The eSign functionality has brought many benefits to the Credit Union including increased operational efficiency, stronger controls and security, enhanced member service and a decrease in our operational tasks and costs.
Tellers are able to process transactions faster, with minimal paper to clutter their teller stations. Documents are automatically uploaded to the iDentifi web system reducing the possibility of getting misplaced while complementing our clean desk policy.
Teller and new account staff now have instant access to member and account documents and our research requests are now completed in just a few minutes whereas before, staff had to wait (sometimes days) while operations staff sifted through paper files that were locked in vaults and file cabinets.
In addition, now that we have streamlined operations and eliminated the need for filing paper documents, the Credit Union is able to take on more strategic projects without having to hire new staff to support these goals. Bethany Cottrell, Core Systems Manager, People's Credit Union
The eReceipt functionality enables the Credit Union to process member transactions quickly, securely and efficiently. Electronic receipts are automatically stored to the iDentifi web system. If a member needs a copy, tellers can quickly and easily pull and print copies of receipts. Receipts processed through the drive-up include a barcode and are quickly and easily scanned into document storage as part of the tellers everyday process. The eReceipt module is easily customizable which allowed the Credit Union to choose which transactions require an eReceipt and which do not.
The iDentifi system provided the Credit Union with customizable and easy to use security and retention tools. Access has been limited to only those individuals that have a business need, including auditors who may need access to very specific documents for auditing purposes. In addition, People’s has set very detailed retention schedules eliminating the need to manually track documents that need to be securely destroyed.
The People’s Credit Union also utilizes iDentifi workflows for both quality control purposes and approvals of any scanned loan documents and deposit related eSign documents. Documents are automatically placed in the beginning stage of the work flow. Operational staff are able to easily move documents throughout each step of the workflow process until all documents are completed and approved. Users use the sticky note feature to notate any comments or approvals.
iDentifi.Trak is the newest module that the Credit Union has added to its processes. iDentifi.Trak allows the Credit Union to monitor specific documents to ensure they have been loaded into the iDentifi system. Our operations staff use the robust reporting that is included in the iDentifi.Trak system to monitor pending items and exceptions. On a regular basis, the iDentifi system looks to see if any missing documents have been added to the system to automatically clear out any exceptions.
Over the next year or so, People's Credit Union hopes to expand eSign to all loan related documents. This will be the last accomplishment in our goal of converting to a paperless environment.
The iDentifi.Net ECM Suite from Integra Business Systems, Inc. provides document management solutions addressing today’s challenging needs for ROI, secure storage of documents and information; while aiding you with regulatory and compliance issues.
We couldn't do it without you! We're celebrating the Holidays with Santa, as another successful year, 2014 comes to a close. We are reminded once again, our greatest achievement is the relationships we have developed over the years with you, our customers, our partners, our employees and our friends, of which most are synonymous. Thank you!
Please enjoy a relaxing, peaceful and safe holiday season and don't forget to celebrate like Santa!
Seasons Greetings from Integra Business Systems, Inc.
Not just a paper pushing toner eating machine anymore. Make MFPs work for you to move towards a paperless environment.
While the team only sported 13 riders this year, we kept with the tradition of our ongoing excellence in raising awareness for MS by raising nearly $20,000 in donations, an average of nearly $1,500 per rider. We're not done yet! You can still choose a rider to donate to on the Team iDentifi bikeMS page. http://main.nationalmssociety.org/goto/team_identifi_2014
What struck me most was the returning loyalty and generosity of our riders, family and friends. Year after year they reach deep into their hearts and their pocket books to help Team iDentifi raise funds to beat MS and to participate in the annual bikeMS fundraising event.
Below the photo galery is our progress report for you. Thank you for your continued support!
Tem iDentifi Progress Report
Santa Claus Is Still Coming To Town
We’ll not forget the victims of the Sandy Hook Elementary School shooting in Newtown, CT.
While we grieve the slaughter of innocents, this tragic act serves as a reminder of how precious, how fragile, the gift of life is.
Whatever your religious beliefs, let’s not forget to appreciate the Christmas spirit.
Set aside your politics and prejudice, the spirit of Christmas is about giving. In the spirit of Christmas, we need to turn to those we love, family and friends and give of ourselves.
Not to pontificate, it’s easy for people this time of year to find a reason to be unhappy. Let’s not forget those less fortunate and find joy in all we have been given.
These lyrics from Santa Claus is Coming to Town come to mind…
You better watch out
You better not cry
You better not pout
I’m telling you why
Santa Claus is coming to town
Author’s note: I debated posting the cartoon caricature of Santa and decided it was too compelling (not the message, the picture of Santa). My apologies if you find it disturbing. I wrote this to remind myself what Christmas means to me, how I am dealing with the unimaginable evil of the mass murder at Sandy Hook and I decided to share.
Posted under "Thought Leaders" on the cbanc website cbancnetwork.com
According to IDC (International Data Corp) – between now and 2020… there will be 44X the growth in information BUT… only 1.4X growth in IT professionals. For example, according to MBA Online there are 294 billion emails sent every day. To give you an idea of the impact it would take the US Postal Service two (2) years to process that many pieces of mail. Every day 172 million people visit Facebook, 2 million Blog posts are written (guilty as charged), enough posts to fill Time Magazine for 770 million years!
So why are we waiting to manage and store all this information? According to an AIIM, the leading trade association in a Enterprise Content Management (ECM) survey, “the problem is we don’t think we have a problem!” The number one answer to the survey is “management is still dragging their feet;” followed by “people still want to hold onto their paper.” Finally, “people still think they need a wet signature (signature on paper)” …and so on.
Yet AIIM also asked the following question, “How much more productive do you think your organization would be…with ECM?” The median answer is “at least 33% more productive.” So where is Enterprise Content Management (ECM) headed? We see the traditional ECM model moving from document centric to people centric, open and collaborative, community oriented and so on… A focus on the customer, rather than on products, is a critical ingredient for financial institutions to maintain and grow their business with their customers.
ECM is an effective approach to helping financial institutions manage the information, the content necessary to achieve a customer-centric focus. As business and consumer customers become empowered by social media and pervasive communications, they are starting to realize they have choices for their financial services. These trends are reshaping the financial industry and are putting financial institutions into a more competitive atmosphere than before.
Technology innovations today and into the future have been turned up-side-down! It used to be business drove innovation, today people do. So how do you manage the information tsunami so your customers don’t end up knowing more about your products and services than you do? That is the imperative for going paperless and more.
We have moved from an era of the PC, to the internet and today the cloud. Each subsequent move has happened more rapidly. You can see how things were processed from the document, to the web page and today it’s an interaction. Consider the best known companies. Look how over time we have moved the cheese from IBM to Microsoft and now to Facebook. Content has moved from microfiche to image, to document, to content to social business systems? We see financial institutions moving from the PC to the web and mobile devices, but not nearly as quickly as their customers and the growth in the devices themselves. What’s next? Go paperless.
What are 2 or 3 greatest misperceptions associated with implementing doc imaging?
Centralized scanning (capture) is NOT the only way to control the document imaging capture and workflow. Scanners become increasingly powerful and inexpensive. Scanners for less than $1,000 include features such as duplex and color document capture. Software as a Service (SaaS) and in-house web-server based ECM applications offer click-once deployment, employ barcode recognition, forms recognition and e-signature technologies which allow for a more automated and accurate method of capture. Centralized capture out! Distributed capture in!
Your ECM implementation happens overnight. False! Technologies such as report archive and a basic backfile scanning application, like signature cards may be in place in weeks, but careful planning and best practices while employing ECM applications for all new account and loan products, HR, accounting, Accounts Payable and so on take time and teamwork.
You're going to go "completely" paperless. False! There are going to be documents you have to keep, such as a mortgage and a deed. Your lawyer must decide.
How long is a ‘typical’ timeline to get a doc imaging system up and running?
If the ECM vendor provides "templates" for the applications the customer wishes to implement and best practices guidelines during the pre-implementation stage and during implementation a "typical" document imaging implementation timeline will be 30-90 days. If the customer is exceptionally well organized in terms of defining their applications and indexes it can be 30-45 days. The customer must provide good feedback and be fully engaged.
Who is best suited to serve as the project owner for implementation: IT, the business line being imaged, or some other area?
The IT department or IT consultant needs to be involved as well as the business line managers of the department or organization being implemented but the ECM project owner should be a person that has project management skills. They might not have all the answers but have the ability to get the answers and keep the project on track internally and be an advocate to promote the system throughout the organization.
Besides loan origination, what are 3 other areas that should be considered for doc imaging?
Deposits, Operations, Legal, HR, AP, Vendor Management, Facilities Management Wire transfer and more...
Are there any business lines or areas that are NOT good candidates for doc imaging? Why?
There are areas that will be more challenging than others. If you are new to ECM, pick an area of the institution where there is a quick ROI like new account signature cards, new account documents, consumer loans, HR then make your way to more challenging are such as commercial mortgages. The primary concern will always be the same best practices and teamwork.
What recommendations can be made to minimize staff keeping ‘ghost files’?
If you cannot access the content, image files, documents and reports easily and quickly from anywhere across the organization, you will most likely have people keeping ghost files. This means stop the flow by capturing documents at their originating point within your organization and conquering the backfile as well. A scanning service is a good way to get that done. It is usually easy though for the bank themselves to go back and scan in all the old signature cards. This is a good way to be successful right off the bat. It has a good impact on the customer and the staff.
I recently did a survey and analysis at a multi-billion financial institution and I expressly advised them they would never catch up with their backfile if they didn’t capture their documents at the source (branch) or in the field and utilize e-signature and auto-indexing methods whenever possible. Centralized capture is out! Distributed capture is in! Managing social business content lags far behind, but we are storing more content from more and more channels of communication.
Can some docs be destroyed immediately after imaging? Any docs that can NOT be destroyed?
This list is extensive and requires the advice from the financial institutions legal counsel. As a general rule, keep everything seven years. Keep the Mortgage, Release of Mortgage and Note permanently.
For more information or an ROI analysis of your needs to go paperless contact sales@identifi.net or visit our website www.franprocess.wpengine.com.