Language:
🇺🇸 Inglese
🇧🇷 Portoghese
🇪🇸 Spagnolo
🇩🇪 Tedesco
🇫🇷 Francese
🇮🇹 Italiano
🇹🇷 Turco
Innovation management - how to ensure competitiveness and sustainability in your business
Scarica• Accordo sul Livello di Servizio (SLA)
• Cronologia delle richieste
• Portali self-service
• Catalogo dei servizi
How to Implement IT Service Management that Supports Your Company's Strategy and Objective
Scarica"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.
Ottimizza l'operatività del SSC della tua azienda con una soluzione integrata e altamente efficiente.
Ottimizza l'operatività del SSC della tua azienda con una soluzione integrata e altamente efficiente.
Unifica la gestione delle richieste, garantendo velocità ed efficienza nel servizio ai diversi dipartimenti.
Automatizza i flussi di lavoro, dalle richieste di servizio all'esecuzione, aumentando la produttività.
Monitora le prestazioni del SSC con KPI precisi, garantendo un miglioramento continuo del servizio.
Favorisci un'operazione integrata e agile, ottimizzando le risorse e riducendo i costi operativi.
Automatizza e semplifica il lavoro, accelera le approvazioni e ottieni risultati migliori.
Automatizza e semplifica il lavoro, accelera le approvazioni e ottieni risultati migliori.
Automatizza i flussi di lavoro, ottieni visibilità sui processi e accelera le approvazioni.
Tieni i rischi sotto controllo. Evita multe e sanzioni.
Centralizza il lavoro e ottimizza la comunicazione tra tutti i reparti.
Ottieni il monitoraggio in tempo reale delle prestazioni del processo per prendere decisioni informate.
Garantisci l'efficienza operativa e la sicurezza delle informazioni con la soluzione ideale per il reparto IT della tua azienda.
Garantisci l'efficienza operativa e la sicurezza delle informazioni con la soluzione ideale per il reparto IT della tua azienda.
Centralizza la gestione delle licenze e traccia facilmente la posizione degli asset IT, ottimizzando il tuo CMDB.
Automatizza i ticket di supporto e i processi dell'help desk, dalle richieste alla risoluzione degli incidenti, seguendo le best practice ITIL.
Conformati alla ISO 27001. Assicurati che i tuoi processi rispettino gli standard di sicurezza e riduci i rischi informatici.
Monitora le prestazioni del team, gli SLA e le scadenze in tempo reale, risolvendo i problemi prima che impattino sulle operazioni.
Semplifica la gestione dei contratti e riduci i rischi con una soluzione integrata per il dipartimento legale.
Semplifica la gestione dei contratti e riduci i rischi con una soluzione integrata per il dipartimento legale.
Centralizza bozze, contratti e procure in un ambiente sicuro e accessibile, con controllo completo delle versioni.
Automatizza le richieste di creazione, revisione e modifica delle clausole contrattuali, garantendo efficienza e tracciabilità dei processi.
Semplifica e automatizza il processo di firma elettronica e digitale con completa sicurezza e conformità legale.
Gestisci e monitora le scadenze critiche, prevenendo sanzioni e multe legate ai processi legali.
Dì addio ai guasti delle macchine, alle soste non pianificate e ai costi inutili. Ottimizza il controllo degli attivi e assicurati il pieno controllo delle tue operazioni.
Dì addio ai guasti delle macchine, alle soste non pianificate e ai costi inutili. Ottimizza il controllo degli attivi e assicurati il pieno controllo delle tue operazioni.
Pianifica, gestisci ed esegui gli ordini di servizio in modo efficiente.
Gestisci e monitora in modo efficace i tuoi attivi, garantisci la conformità e riduci i tempi di inattività.
Gestisci la calibrazione delle apparecchiature, garantendo la precisione delle misure e l'affidabilità dei dati raccolti.
Accedi alla soluzione da qualsiasi luogo. Abbi mobilità per svolgere compiti, anche se sei offline.
Hai difficoltà a mantenere i progetti in carreggiata? Gestisci progetti, semplifica i processi, risparmia tempo e assicurati un perfetto coordinamento.
Hai difficoltà a mantenere i progetti in carreggiata? Gestisci progetti, semplifica i processi, risparmia tempo e assicurati un perfetto coordinamento.
Avvicina i team anche se sono distanti. Centralizza le comunicazioni relative ai progetti in un unico posto.
Gestisci facilmente le roadmap dei prodotti, backlog, sprint e molto di più, utilizzando metodologie agili.
Tieni traccia dei tuoi progetti con cronoprogrammi completi, riduci i rischi e i colli di bottiglia e adotta misure per aumentare l'efficienza dei tuoi progetti.
Centralizza progetti, riunioni, attività e cronoprogrammi, e prendi decisioni informate.
Trasforma il tuo SGQ e garantisci la conformità alla norma ISO 9001. Crea agilità e raggiungi l'eccellenza con una piattaforma completa
Trasforma il tuo SGQ e garantisci la conformità alla norma ISO 9001. Crea agilità e raggiungi l'eccellenza con una piattaforma completa
Identifica, gestisci e risolvi in modo efficiente le tue non conformità.
Facilita la gestione dei documenti fisici ed elettronici e automatizza l'intero ciclo di vita dei contenuti.
Automatizza l'intero processo di audit dalla pianificazione all'esecuzione e promuovi una maggiore efficienza nelle tue attività.
Trasforma la gestione dei tuoi fornitori e aumenta la tua efficienza operativa.
Dimentica i fogli di calcolo, le email e le carte. Una soluzione completa per il tuo team HR.
Dimentica i fogli di calcolo, le email e le carte. Una soluzione completa per il tuo team HR.
Pianifica ed esegui facilmente formazioni e valutazioni di competenze.
Affrontano le lacune individuali e le aree in cui è necessario sviluppare le competenze.
Comprendi meglio come si sta comportando la tua squadra.
Costruisci una solida pipeline di futuri leader e mantieni la continuità aziendale.
Ottimizza l’intero ciclo di acquisto – dalla richiesta al pagamento – generando risparmio, agilità e controllo totale.
Ottimizza l’intero ciclo di acquisto – dalla richiesta al pagamento – generando risparmio, agilità e controllo totale.
Integra dati, persone e processi, aumenta la capacità di risposta e migliora le relazioni commerciali.
Riduci il lavoro manuale sugli ordini, le fatture e altri documenti aziendali.
Riduci al minimo i costi logistici, migliora il servizio e adattati ai cambiamenti nella catena di fornitura.
Ottieni il monitoraggio in tempo reale, rileva, comprendi e risolvi i problemi della catena di fornitura più velocemente.
Garantisci la conformità a leggi, standard e regolamenti diversi, in modo efficiente e sicuro.
Garantisci la conformità a leggi, standard e regolamenti diversi, in modo efficiente e sicuro.
Automatizza e standardizza la mappatura dei rischi e delle vulnerabilità e definisci controlli e metodi di mitigazione.
Pianifica i tuoi audit in modo efficace dall'inizio alla fine e genera report automatizzati.
Crea piani d'azione, registra tutte le attività, monitora i progressi e promuovi la collaborazione in un ambiente centralizzato.
Snellisci lo sviluppo del prodotto, promuovere l'innovazione tecnologica e garantisci la conformità agli standard come AS9100.
Risparmia tempo, garantisci la conformità e migliora la tracciabilità nel settore agroalimentare.
Semplifica i processi, migliora la soddisfazione e rispetta gli standard di sicurezza alimentare come FSSC 22000.
Riduci i costi, aumenta la produttività e garantisci la conformità agli standard come IATF 16949.
Automatizza i processi, garantisci la conformità e accelera i cicli di rilascio dei prodotti.
Migliora l'efficienza e l'eccellenza: snellisci, documenta e monitora senza intoppi.
Aumenta l'efficienza operativa integrando i processi, gestendo i progetti e analizzando i rischi nelle tue operazioni.
Aumenta l'efficienza, promuovi la collaborazione e rispetta gli standard ISO 14001 e 45001.
Riduci i costi di conformità normativa, aumenta la produttività e mitiga i rischi.
Trasforma la gestione AEC: snellisci i processi, riduci i rischi e aumenta la produttività.
Automatizza i processi, garantisci la conformità e accelera i cicli di rilascio dei prodotti.
Trasforma i dati in produttività, riduci i tempi di inattività e aumenta l'efficienza, la qualità e i profitti.
Potenzia l'agilità, aumenta i profitti dei progetti, digitalizza e scala la produttività a nuove altezze.
Ottimizza la governance, aumenta l'efficienza e garantisci l'adesione alla conformità globale.
Ottimizza l'assistenza sanitaria: standardizza le procedure, ottimizza le risorse e garantisci la conformità.
Rivoluziona i processi per fornire un supporto eccezionale ai cittadini in modo più efficiente.
Incentiva l'innovazione, ottimizza i processi e rispetta gli standard ISO 27001 e 9001.
Ottimizza l'inventario, razionalizza la manutenzione, garantisci la sicurezza e aumenta la produttività.
Aumenta l'efficienza operativa, riduci i costi di inventario e migliora la gestione dei prodotti.
Enterprise
Language:
🇺🇸 Inglese
🇧🇷 Portoghese
🇪🇸 Spagnolo
🇩🇪 Tedesco
🇫🇷 Francese
🇮🇹 Italiano
🇹🇷 Turco
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.