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Increase collaboration and compliance with SoftExpert Excellence Suite, an integrated platform with everything you need to boost business performance.
Modular and integrated solutions working together to drive efficiency and operational excellence in your company
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.
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
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
Registration update times were reduced by 70%, decreasing from hours to just minutes
The implementation of SoftExpert IDP, leveraging artificial intelligence and machine learning, has automated data extraction
SoftExpert Suite was easily integrated with other tools such as ERP, RPA and Power BI.
Using artificial intelligence and machine learning, SoftExpert IDP quickly transforms complex documents into relevant data, streamlining critical processes with just a few clicks
Sicoob Cocred, one of Brazil's largest financial cooperatives, has transformed its record update process, achieving a remarkable 70% reduction in processing time using SoftExpert IDP, which employs artificial intelligence and machine learning to convert complex documents into actionable data.
Previously taking hours or even days, record updates can now be completed in under 30 minutes, allowing teams to concentrate on strategic initiatives.
In just three months, document processing capacity has tripled, with over 7,500 documents processed accurately. This optimization not only enhances operational efficiency but also strengthens Sicoob Cocred’s commitment to better serve its members securely.
The financial sector grapples with vast amounts of data daily, necessitating precise and secure processing of documents, records, tax returns, contracts, and vouchers. Sicoob Cocred's significant information flow poses compliance challenges that demand accuracy, with no margin for error affecting data integrity or member experience.
SoftExpert stands out by integrating BPM (Business Process Management) solutions and IDP (Intelligent Document Processing). This combination automates record updates, significantly reducing processing time and errors, ensuring compliance with sector regulations and enhancing member experiences.
Integrating RPA (Robotic Process Automation) with the SoftExpert Suite has further improved efficiency and accuracy. By automating repetitive tasks, staff can focus on more strategic activities. This synergy boosts agility and transparency in data management, fostering a collaborative work environment.
This combination has not only increased agility and transparency in data management, but has also enabled the institution to optimise its operations, ensuring that the team works more collaboratively and effectively.
As Sicoob Cocred expands—now present in 35 cities in São Paulo and Minas Gerais with 76,000 members—it faces operational challenges associated with growth.
Annual record updates, crucial for efficient operations and member security, became increasingly complex. Until early 2024, this process was manual, with updates for intricate records like income tax returns taking hours or even days, particularly for members with multiple assets.
To tackle these challenges, SoftExpert has implemented IDP (Intelligent Document Processing), starting with the need to unify the updating of various file types. The collaboration between Sicoob Cocred's registration and IT teams and SoftExpert was key to this initiative.
Ademir Carota, Sicoob Cocred's Administrative Director, emphasizes that the registration update involved a complete overhaul focused on efficiency. "When we began working with SoftExpert, we knew the transformation needed to extend beyond simple automation. We aimed to create a smarter workflow that would truly impact the entire business. This vision became the foundation of the project, unifying previously fragmented processes and delivering the efficiency we sought."
IDP surpasses traditional OCR (Optical Character Recognition) by utilizing machine learning and AI to interpret complex documents. It extracts text, classifies data, and recognizes contexts, particularly for documents like the Declaration of Assets and Rights in Income Tax, which often lack a fixed pattern. This adaptability is vital, as this information constitutes a significant portion of the data needing updates.
By integrating IDP with the BPM platform, SoftExpert automates the reading and extraction of data from member documents. Information once entered manually is now captured and processed intelligently, allowing staff to focus on strategic tasks and enhancing operational efficiency.
In practice, IDP analyzes data from images or PDFs, automatically extracting key information such as names, CPF numbers, and amounts, then entering it into the management system to eliminate manual data entry. The system learns from new document types, continually improving its efficiency. This approach has led to substantial time savings and error reduction, enabling Sicoob Cocred to process large volumes of documents quickly.
The results of this transformation were immediate. In just three months, Sicoob Cocred processed more than 7,500 documents, tripling its processing capacity. The time taken to update registration data was drastically reduced from days to less than half an hour.
Beyond numbers, automation has delivered intangible benefits such as enhanced data security, improved compliance, and an overall better member experience.
"In our business model, the member is always at the centre of everything we do, and with SoftExpert's help we can do this more effectively and offer a better and more transparent experience," explains Carota.
As Sicoob Cocred continues its digital transformation, it sees opportunities to automate additional processes, implement innovative solutions like ESG and GRC, and increase the use of the Project Management module for a more efficient and sustainable future.
Sicoob Cocred is poised for ongoing innovation. Interested in how this technology can transform your business? Contact SoftExpert and discover ways to enhance your operational efficiency.