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How to Implement IT Service Management that Supports Your Company's Strategy and Objectives
DownloadInnovation management - how to ensure competitiveness and sustainability in your business
DownloadWith automation, we were able to integrate cost reduction and innovation initiatives. Today, we have a single database with information that can be accessed in real time. It was a great improvement in terms of agility and effectiveness.
Libele Silva - Quality Assurance Analyst
"I am delighted to report that our partnership with SoftExpert is going extremely well in a number of areas. The support and assistance we've received have been particularly crucial. In our day-to-day operations, ensuring that all business areas are well-served is essential, and SoftExpert has consistently excelled in this regard. The stability and flexibility of their cloud solution are especially important for us, and the ability to scale resources as needed, combined with the security of the cloud environment, has significantly contributed to the success of our operations."
Luiz Page - Architecture and Systems Manager at Tegma
"Our productivity was positively impacted, since we started to act proactively and more effectively in decision-making, based on reliable information provided by management dashboards. As the person responsible for this deployment, I am very proud that we are today on a higher step in the evolutionary escalation of technology application in Hypofarma's business processes."
Giulio Chiabi, IT manager at Hypofarma
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"SoftExpert's technology has been a real milestone for us, bringing significant change to our processes and directly impacting the experience of our cooperative members. Modernizing our technology is crucial for us to keep progressing and enhancing our performance. That's why we are committed to extending these solutions to other internal processes, as we believe they are disruptive technologies with great potential for application in various areas. A true success story in automation and artificial intelligence, which is already inspiring other financial cooperatives to optimise their processes through technology."
Ademir José Carota - Managing Director of Sicoob Cocred
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"SoftExpert's technology has been a real milestone for us, bringing significant change to our processes and directly impacting the experience of our cooperative members. Modernizing our technology is crucial for us to keep progressing and enhancing our performance. That's why we are committed to extending these solutions to other internal processes, as we believe they are disruptive technologies with great potential for application in various areas. A true success story in automation and artificial intelligence, which is already inspiring other financial cooperatives to optimise their processes through technology."
Ademir José Carota - Managing Director of Sicoob Cocred
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Ensure compliance with different laws, standards, and regulations efficiently and securely.
Ensure compliance with different laws, standards, and regulations efficiently and securely.
Automate and standardize risk and vulnerability mapping and establish controls and mitigation methods.
Automate the creation and distribution of policies and procedures to ensure consistent understanding.
Plan your audits effectively from start to finish and generate automated reports.
Create action plans, record all activities, track progress, and promote collaboration in a centralized environment.
Automate and streamline tasks, expedite approvals, and achieve superior outcomes.
Automate and streamline tasks, expedite approvals, and achieve superior outcomes.
Automate workflows, get process visibility, and accelerate approvals.
Keep risks under control. Avoid fines and penalties.
Centralize the work and streamline the communication of all departments.
Get real-time tracking of process performance to make informed decisions.
Forget about spreadsheets, emails, and paperwork. A complete solution for your HR team.
Forget about spreadsheets, emails, and paperwork. A complete solution for your HR team.
Easily plan and execute trainings and skills assessments.
Address individual gaps and areas where skills must be developed.
Get a better understanding of how your team is performing.
Build a strong pipeline of future leaders and maintain business continuity.
Ensure operational efficiency and information security with the ideal solution for your company's IT department.
Ensure operational efficiency and information security with the ideal solution for your company's IT department.
Centralize license management and easily track the location of IT assets, optimizing your CMDB.
Automate support tickets and help desk processes, from requests to incident resolutions, following ITIL best practices.
Comply with ISO 27001. Ensure your processes adhere to security standards and reduce cyber risks.
Monitor team performance, SLAs, and deadlines in real-time, solving problems before they impact operations.
Simplify contract management and reduce risks with an integrated solution for the legal department.
Simplify contract management and reduce risks with an integrated solution for the legal department.
Centralize drafts, contracts, and powers of attorney in a secure and accessible environment, with full version control.
Automate requests for creation, review, and modification of contract clauses, ensuring process efficiency and traceability.
Simplify and automate the electronic and digital signature process with complete security and legal compliance.
Manage and monitor critical deadlines, preventing penalties and fines related to legal processes.
Say goodbye to machine failures, unplanned downtime, and unnecessary costs. Optimize asset control and ensure total control of your operation.
Say goodbye to machine failures, unplanned downtime, and unnecessary costs. Optimize asset control and ensure total control of your operation.
Plan, manage, and execute work orders efficiently.
Effectively manage and monitor your assets, ensure compliance, and reduce downtime.
Manage equipment calibration, ensuring measurement accuracy and reliability of collected data.
Access the solution from anywhere. Enjoy task execution mobility, even while offline.
Struggling to keep projects on track? Manage projects, simplify processes, save time, and ensure seamless coordination.
Struggling to keep projects on track? Manage projects, simplify processes, save time, and ensure seamless coordination.
Bring teams together even when they are apart. Centralize project-related communications in one place.
Easily manage product roadmaps, backlogs, sprints, and more using agile methodologies.
Track your projects with comprehensive timelines, reduce risks and bottlenecks, and take steps to optimize project efficiency.
Centralize projects, meetings, tasks, and schedules and make informed decisions.
Transform your QMS and ensure ISO 9001 compliance. Achieve agility and excellence with a comprehensive platform.
Transform your QMS and ensure ISO 9001 compliance. Achieve agility and excellence with a comprehensive platform.
Identify, manage, and efficiently resolve your nonconformities.
Streamline physical and electronic document management and automate the entire content lifecycle.
Automate the entire audit process from planning to execution and promote greater efficiency in your activities.
Transform your supplier management and maximize your operational efficiency.
Optimize your company’s SSC operation with an integrated and highly efficient solution.
Optimize your company’s SSC operation with an integrated and highly efficient solution.
Unify request management, ensuring speed and efficiency in servicing different departments.
Automate workflows, from service requests to execution, boosting productivity.
Monitor SSC performance with precise KPIs, ensuring continuous service improvement.
Foster an integrated and agile operation, optimizing resources and reducing operational costs.
Optimize the entire procurement cycle – from requisition to payment – to achieve cost savings, agility, and complete control.
Optimize the entire procurement cycle – from requisition to payment – to achieve cost savings, agility, and complete control.
Integrate data, people, and processes, increase responsiveness, and strengthen business relationships.
Reduce manual work for orders, invoices, and other business documents.
Minimize logistics costs, improve service, and adapt to changes in your supply chain.
Gain real-time visibility, identify, understand, and resolve supply chain issues faster.
Streamline product development, drive technological innovation and ensure compliance with standards such as AS9100.
Save time, ensure compliance and improve traceability in the agribusiness industry.
Reduce costs, boost productivity, and ensure compliance with standards like IATF 16949.
Automate processes, ensure compliance, and speed up product release cycles.
Automate processes, ensure compliance, and speed up product release cycles.
Boost efficiency and excellence: streamline, document, and monitor seamlessly.
Increase operational efficiency by integrating processes, managing projects, and analyzing risks in your operation.
Transform AEC management: streamline processes, reduce risks, and boost productivity.
Optimize governance, boost efficiency, and ensure global compliance adherence.
Simplify processes, improve satisfaction, and meet food standards such as FSSC 22000.
Optimize healthcare: standardize procedures, optimize resources, and ensure compliance.
Reduce regulatory compliance costs, increase productivity, and mitigate risks with a pharmaceutical software.
Turn data into productivity, reduce downtime, and boost efficiency, quality, and profits.
Increase efficiency, foster collaboration, and comply with ISO 14001/45001 standards.
Revamp processes to deliver exceptional citizen support more efficiently
Increase operational efficiency, reduce inventory costs, and improve product management.
Empower agility, boost project profits, digitize, and scale productivity to new heights.
Boost innovation, streamline processes, and comply with ISO 27001, ISO 9001, ISO/IEC 27001, ISO 27701, ISO 37001 and ISO 37301 standards.
Optimize inventory, streamline maintenance, ensure safety, and boost productivity.
Enterprise
Language:
🇺🇸 English
🇧🇷 Portuguese
🇪🇸 Spanish
🇩🇪 German
🇫🇷 French
🇮🇹 Italian
🇹🇷 Turkish
What used to be handled through email is now fully automated, seamlessly connecting branches, credit teams, and approval workflows.
The new system applies predefined rules to approve member credit cards automatically. If further evaluation is needed, applications are instantly routed to approval committees.
SoftExpert Suite replaced a legacy system, centralizing over 10,000 digital documents and reducing access and retrieval times to just seconds.
As one of the fastest-growing financial cooperatives in Brazil’s thriving Mato Grosso region, Primacredi CrediSIS has been driving economic growth since 1990. Today, with a presence in 52 cities and over 22,000 active members, the cooperative manages a credit portfolio of nearly $290 million USD—empowering local businesses and communities like never before.
As one of the fastest-growing financial cooperatives in Brazil, Primacredi CrediSIS has been driving economic growth since 1990. But with expansion came the need to modernize internal processes. To boost agility, efficiency, and service excellence, the cooperative turned to technology as a key driver of digital transformation. The goal? Streamline operations, improve traceability, and support long-term growth.
Rapid expansion brings complexity. To sustain its momentum and continue delivering top-tier financial services, Primacredi CrediSIS knew it was time to upgrade its internal processes. The answer? A bold digital transformation strategy powered by SoftExpert Suite.
When Elizabeth Carvalho joined Primacredi CrediSIS as a Process Specialist, SoftExpert Suite had just been implemented. With her deep expertise in the platform, she quickly saw its potential to enhance efficiency and drive innovation across core business operations.
"When I joined, the system was still in its early stages, and the cooperative needed someone to lead the project. I believed in the tool's potential and knew that with the right approach, we could turn our business operations into a model of efficiency and innovation," says Carvalho.
In just two years, SoftExpert Suite has digitized over 40 processes at Primacredi CrediSIS, bringing major improvements in efficiency, speed, and traceability. Automation has not only reduced errors and processing times but also provided better control and transparency, benefiting both cooperative members and internal teams.
Key Achievements:
From email to automation - credit approvals are 80% faster: what was once handled through email is now fully automated, connecting branches, credit teams, and approval workflows seamlessly. This shift reduced approval times by 80%, improving the member experience significantly. Additionally, an integration with the state Department of Motor Vehicles (Detran) was added, enabling automated vehicle-backed loan approvals and eliminating manual errors and extra fees from data entry mistakes.
Effortless card requests: AI-Powered decisions in seconds: the new system automatically applies predefined rules to approve member credit cards. If further review is needed, applications are routed to approval committees. Once a credit limit is set, documents are digitized and stored in SoftExpert Suite, reducing manual tasks and ensuring efficient record-keeping.
Next-Level document management: 10,000+ files: SoftExpert Suite replaced a legacy system and centralized over 10,000 digital documents, reducing access and retrieval times to just seconds. Meeting minutes, once manually recorded, are now generated automatically, boosting productivity and reducing errors. The cooperative also digitized branch cash flow records using OCR (Optical Character Recognition) technology, speeding up searches and eliminating the need for physical storage.
Audits: real-time monitoring & simplified compliance: internal audit management has undergone a major transformation. What used to be tracked with spreadsheets and emails is now automated, with real-time monitoring and action plans generated through workflows. This change has enhanced efficiency, transparency, and compliance oversight.
Sponsorship management optimization: a new structured sponsorship approval matrix was introduced, making resource allocation clearer. This improvement has strengthened financial oversight, allowing for better tracking of sponsorship funds and more strategic decision-making.
With over 40 new automation projects lined up, Primacredi CrediSIS is not slowing down. By embracing SoftExpert’s cutting-edge technology, the cooperative is setting new benchmarks in financial services—delivering faster, smarter, and more reliable solutions to its growing community of members.