美国主要律师事务所通过 Nintex 简化文件管理并降低成本
技术
- 应用基础设施与中间件 - 数据库管理和存储
- 基础设施即服务 (IaaS) - 云存储服务
用例
- 泄漏与洪水监测
- 零售店自动化
关于客户
本案例研究中的客户是一家在全国各地设有办事处的美国大型律师事务所。该公司长期以来一直采用技术驱动的方法来扩大增长、控制成本并提供高水平的客户服务。 2019年，它把注意力转向了文件存储的成本和负债。该公司采用了新的客户记录保留政策，允许在案件完成 10 年后销毁客户记录，等待客户通知。然而，由于文件数量巨大以及需要高效、准确的客户通知，该公司在实施这一政策时面临着重大挑战。
挑战
美国一家大型律师事务所在管理其庞大的客户档案库存方面面临着重大挑战。该公司已确定超过 100,000 箱可能被退回或销毁的客户文件，但缺乏执行此操作的实际流程。该公司的异地记录存储呈指数级增长，导致成本和负债不断上升。该公司还认识到，当客户记录的保留超出法律和法定要求时，客户和公司都会面临相当大的风险。该公司于 2018 年采用了新的客户记录保留政策，允许在案件完成 10 年后销毁客户记录，等待客户通知。然而，由于文件数量巨大且需要高效、准确的客户通知，实施此策略是一项艰巨的任务。
解决方案
该公司求助于 Nintex 创建一个旧文件流程，该流程可以自动化并简化识别合格文件、通知客户和跟踪流程的流程。 Nintex Workflow 用于将客户和事务数据从单独的数据库提取到 SharePoint，该公司已经在使用该软件，并且使记录管理员能够跟踪该流程。 Nintex Workflow 还清理了地址、删除空行、更新地址以及在适当的情况下交叉引用父客户端名称。该公司使用 Nintex 表格向记录经理展示客户数据、相关事项和其他跟踪字段。他们审查了数据并启动了一个工作流程，使用 Nintex DocGen® 创建定制的客户信件，其中包含写好地址的信封、符合销毁条件的事项表和回复表格。该工作流程还将相关数据填充到客户信件库中。
运营影响
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