Language:
🇺🇸 Anglais
🇧🇷 Portugais
🇪🇸 Espagnol
🇩🇪 Allemand
🇫🇷 Français
🇮🇹 Italien
🇹🇷 Turc
Augmentez la collaboration et la conformité dans votre entreprise avec la plateforme intégrée SoftExpert Suite.
Des solutions modulaires et intégrées qui travaillent ensemble pour améliorer l'efficacité et l'excellence opérationnelle dans votre entreprise.
Innovation management - how to ensure competitiveness and sustainability in your business
TéléchargerComment mettre en œuvre une gestion des services informatiques qui appuie votre stratégie et vos objectifs commerciaux
Télécharger"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.
"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.
Optimisez l'ensemble du cycle d'achat - de la commande au paiement-en générant des économies, de l'agilité et un contrôle total.
Optimisez l'ensemble du cycle d'achat - de la commande au paiement-en générant des économies, de l'agilité et un contrôle total.
Intégrez données, ressources humaines et processus, augmentez la réactivité et améliorez les relations commerciales.
Diminuez le travail manuel associé aux commandes, factures et autres documents commerciaux.
Minimisez les coûts logistiques, améliorez l'exécution et adaptez-vous aux changements de votre chaîne d'approvisionnement.
Obtenez une visibilité en temps réel, détectez, diagnostiquez et corrigez promptement les anomalies de la chaîne d'approvisionnement.
Assurez la conformité aux différentes lois, normes et réglementations de manière efficace et sûre.
Assurez la conformité aux différentes lois, normes et réglementations de manière efficace et sûre.
Automatisez et standardisez la cartographie des risques et des vulnérabilités et définissez des mesures de contrôles et des méthodes d'atténuation.
Créez et diffusez des politiques et des procédures de manière automatisée et assurez l'uniformité de la compréhension.
Planifiez efficacement vos audits de bout en bout et générez des rapports automatisés
Créez des plans d'action, enregistrez toutes les activités, suivez les progrès et encouragez la collaboration dans un environnement centralisé.
Optimisez le fonctionnement du Centre de Services Partagés (CSP) de votre entreprise avec une solution intégrée et hautement efficace.
Optimisez le fonctionnement du Centre de Services Partagés (CSP) de votre entreprise avec une solution intégrée et hautement efficace.
Unifiez la gestion des demandes, garantissant rapidité et efficacité dans le service aux différents départements.
Automatisez les flux de travail, des demandes de service à l'exécution, augmentant ainsi la productivité.
Surveillez la performance du CSP avec des indicateurs clés de performance précis, garantissant une amélioration continue du service.
Favorisez une opération intégrée et agile, optimisant les ressources et réduisant les coûts opérationnels.
Automatisez et simplifiez le travail, accélérez les approbations et obtenez de meilleurs résultats.
Automatisez et simplifiez le travail, accélérez les approbations et obtenez de meilleurs résultats.
Rationalisez l'exécution des tâches en automatisant les flux de travail, en améliorant la transparence des processus et en accélérant les cycles d'approbation.
Gardez les risques sous contrôle. Évitez les amendes et les pénalités.
Centralisez les activités et optimisez la communication entre tous les services.
Obtenez un suivi en temps réel des performances des processus pour prendre des décisions éclairées.
Assurez l'efficacité opérationnelle et la sécurité de l'information avec la solution idéale pour le département informatique de votre entreprise.
Assurez l'efficacité opérationnelle et la sécurité de l'information avec la solution idéale pour le département informatique de votre entreprise.
Centralisez la gestion des licences et suivez facilement l'emplacement des actifs IT, en optimisant votre CMDB.
Automatisez les tickets de support et les processus de help desk, des demandes à la résolution des incidents, en suivant les meilleures pratiques ITIL.
Conformez-vous à la norme ISO 27001. Assurez-vous que vos processus respectent les normes de sécurité et réduisez les risques cybernétiques.
Surveillez les performances de l'équipe, les SLA et les délais en temps réel, en résolvant les problèmes avant qu'ils n'impactent les opérations.
Simplifiez la gestion des contrats et réduisez les risques avec une solution intégrée pour le département juridique.
Simplifiez la gestion des contrats et réduisez les risques avec une solution intégrée pour le département juridique.
Centralisez les brouillons, les contrats et les procurations dans un environnement sécurisé et accessible, avec un contrôle complet des versions.
Automatisez les demandes de création, de révision et de modification des clauses contractuelles, garantissant l'efficacité et la traçabilité des processus.
Simplifiez et automatisez le processus de signature électronique et numérique avec une sécurité totale et une conformité légale.
Gérez et surveillez les échéances critiques, en évitant les pénalités et amendes liées aux processus juridiques.
Dites adieu aux pannes de machines, aux arrêts imprévus et aux coûts inutiles. Renforcez la gestion des actifs et garantissez une maîtrise totale de vos opérations.
Dites adieu aux pannes de machines, aux arrêts imprévus et aux coûts inutiles. Renforcez la gestion des actifs et garantissez une maîtrise totale de vos opérations.
Planifiez, gérez et exécutez efficacement les commande de service.
Gérez et surveillez efficacement vos actifs, assurez la conformité réglementaire et minimisez les interruptions de service.
Gérer l'étalonnage des équipements, en garantissant la précision des mesures et la fiabilité des données collectées.
Accédez à la solution où que vous soyez. Soyez mobile pour effectuer vos tâches, même lorsque vous n'êtes pas en ligne.
Vous avez du mal à maintenir vos projets sur la bonne voie? Gérez les projets, simplifiez les processus, gagnez du temps et assurez une parfaite coordination.
Vous avez du mal à maintenir vos projets sur la bonne voie? Gérez les projets, simplifiez les processus, gagnez du temps et assurez une parfaite coordination.
Rapprochez les équipes, malgré la distance qui pourrait les séparer. Centraliser les communications liées à un projet en un seul endroit.
Gérez facilement les feuilles de route des produits, arriérés de tâches, sprints et bien plus encore en utilisant des méthodes agiles.
Suivez vos projets grâce à planification détaillée, réduisez les risques et les goulots d'étranglement, et prenez des mesures pour améliorer l'efficacité de vos projets.
Centralisez les projets, les réunions, les tâches et les calendriers et prenez des décisions éclairées.
Moderniser votre SMQ pour vous mettre en conformité avec la norme ISO 9001. Développez l'agilité et réalisez l'excellence grâce à une plateforme globale.
Moderniser votre SMQ pour vous mettre en conformité avec la norme ISO 9001. Développez l'agilité et réalisez l'excellence grâce à une plateforme globale.
Identifiez, gérez et résolvez efficacement vos non-conformités.
Gérez efficacement les documents physiques et électroniques et automatisez l'ensemble du cycle de vie du contenu.
Automatisez l'intégralité du processus d'audit, de la planification à l'exécution, pour accroître l'efficacité de vos activités.
Révolutionnez la gestion de vos fournisseurs et optimisez votre efficacité opérationnelle.
Oubliez les feuilles de calcul, les courriels et la paperasse. Une solution complète pour votre équipe RH.
Oubliez les feuilles de calcul, les courriels et la paperasse. Une solution complète pour votre équipe RH.
Planifiez et exécutez facilement des formations et des évaluations de compétences.
Comblez les lacunes individuelles et les domaines dans lesquels les compétences doivent être développées.
Mieux comprendre les performances de votre équipe.
Constituer un solide vivier de futurs dirigeants et maintenir la continuité des opérations.
Rationalisez le développement de produits, stimuler l'innovation technologique et assurez la conformité aux normes telles que l'AS9100.
Gagnez du temps, assurez la conformité et améliorez la traçabilité dans l'industrie agroalimentaire.
Simplifiez les processus, améliorez la satisfaction et respectez les normes de sécurité alimentaire telles que la FSSC 22000.
Réduisez les coûts, augmentez la productivité et assurez la conformité aux normes telles que l'IATF 16949.
Automatisez les processus, assurez la conformité et accélérez les cycles de lancement de produits.
Augmentez l'efficacité opérationnelle, réduisez les coûts d'inventaire et améliorez la gestion des produits.
Améliorez l'efficacité et l'excellence : rationalisez, documentez et surveillez sans effort.
Augmentez l'efficacité opérationnelle en intégrant les processus, en gérant des projets et en analysant les risques dans vos opérations.
Augmentez l'efficacité, favorisez la collaboration et respectez les normes ISO 14001 et 45001.
Transformez les données en productivité, réduisez les temps d'arrêt et augmentez l'efficacité, la qualité et les profits.
Transformez la gestion AIC : rationalisez les processus, réduisez les risques et améliorez la productivité.
Réduisez les coûts de conformité réglementaire, augmentez la productivité et atténuez les risques.
Automatisez les processus, assurez la conformité et accélérez les cycles de lancement de produits.
Revoyez les processus pour offrir un soutien exceptionnel aux citoyens de manière plus efficace.
Optimisez les soins de santé: standardisez les procédures, optimisez les ressources et assurez la conformité.
Renforcez l'agilité, boostez les profits des projets, digitalisez et faites évoluer la productivité vers de nouveaux sommets.
Optimisez la gouvernance, augmentez l'efficacité et assurez la conformité globale.
Stimulez l'innovation, rationalisez les processus et conformez-vous aux normes ISO 27001 et 9001.
Optimisez les stocks, rationalisez la maintenance, assurez la sécurité et augmentez la productivité.
Enterprise
Language:
🇺🇸 Anglais
🇧🇷 Portugais
🇪🇸 Espagnol
🇩🇪 Allemand
🇫🇷 Français
🇮🇹 Italien
🇹🇷 Turc
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.