Digital archive solution streamlines the workflow at Velliv

With Nobly's implementation of OnBase, the pension company Velliv has centralized several million documents in a digital archive, which simplifies the workflow and provides large financial savings.

In the past, the pension company Velliv had both physical and several digital archives located in different places. They therefore had a need to gather the document archives in the same place, and in the beginning of 2021, Velliv decided to purchase a new digital archive system, which centralizes all the company’s digital documents. The ECM system OnBase with Nobly as supplier and implementation partner was selected by Velliv among eight potential IT suppliers.

“The solution in OnBase best supports our needs, because the system has a number of functions that we experienced are better than what other suppliers on the market can offer,” says Peter Thomsen, department director in Customer Service at Velliv.

The previously slow and resource-heavy processes of manual, print and scanning have now been replaced by the digital archive in OnBase. Velliv also saves printing several million pieces of paper a year, which is both an economic and not least environmental benefit of the transition to the new digital archive solution.

Once digital, always digital

Since the implementation of OnBase, Velliv has migrated 16 million documents, and the company is now working on migrating an additional 8.5 million. documents. The digital archive solution in OnBase means that the company’s employees only have to look in one place when they need to find relevant customer information within a short time.

“Our workflow has been greatly eased compared to what we were used to. We no longer print and scan documents. The strategy we follow is once digital, always digital. This means that everything can be found much faster when we have finished migrating our existing archives, ” says Peter Thomsen.

As a pension company, Velliv handles a lot of sensitive information about their customers, and OnBase is precisely geared to handle GDPR. Velliv also has a great need to be able to control who has access to various documents, and that function was therefore configured in OnBase.

“It has been important for us that we could see the potential in the system in several areas. Nobly comes with a really good product in OnBase, because it is easy to integrate and configure,” says Peter Thomsen.

With OnBase, Velliv has accessed a system that meets the company’s existing and future needs in their overall digitalization strategy, and according to Peter Thomsen, Velliv is therefore already looking into other areas where OnBase can be used.

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