Idaho Central Credit Union (ICCU), an Idaho credit union with 1.2 billion in assets, was an early adopter of document imaging and management technology, initially purchasing the software to achieve paperless goals. Now, ten years after its initial purchase, ICCU has chosen to convert its legacy system to OnBase, Hyland Software’s enterprise content management (ECM) solution. ICCU is taking an enterprise approach by integrating OnBase with its Open Solution’s DNA core system in order to streamline processes, capture information and make decisions on documents in real time.

ICCU sought assistance from Cornerstone Advisors, a leading financial industry advisory firm, to help the credit union find a solution that would streamline processes throughout the enterprise and help it continue to grow. Cornerstone Advisors brought several leading ECM vendors to the table for ICCU to consider and worked with the credit union using a structured and objective methodology to arrive at a final decision. After careful analysis, it was determined that Hyland Software’s ECM solution would best fit the credit union’s ECM needs and enable ICCU employees to do more than just scan and retrieve documents.

“We have grown very rapidly in the last few years,” said Mark Willden, chief information officer, ICCU. “While our legacy system helped us reach our paperless goals, we knew we needed a more sophisticated ECM solution that would not only keep up with our growth, but also had the flexibility to grow with us when we needed more functionality.”

The credit union needed a true ECM solution to help it improve efficiency in processes throughout the organization. “We’re most excited for the workflow capabilities. Employees have already come forward requesting it in their departments. It’s great to see that kind of excitement and adoption for new technology,” said Willden.

After Idaho Central Credit Union converts from its legacy system it plans to begin implementing workflow processes in multiple departments to eliminate manual errors and create a streamlined business. The automation will help ICCU deliver better, faster member service.

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