Language:
🇺🇸 İngilizce
🇧🇷 Portekizce
🇪🇸 İspanyolca
🇩🇪 Almanca
🇫🇷 Fransızca
🇮🇹 İtalyanca
🇹🇷 Türkçe
• Hizmet Seviyesi Anlaşması (SLA)
• Talep geçmişi
• Self-servis portalları
• Hizmet kataloğu
"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.
"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.
Makine arızalarına, plansız duruşlara ve gereksiz maliyetlere veda edin. Varlık kontrolünü optimize edin ve operasyonunuzun tam kontrolünü sağlayın.
Makine arızalarına, plansız duruşlara ve gereksiz maliyetlere veda edin. Varlık kontrolünü optimize edin ve operasyonunuzun tam kontrolünü sağlayın.
İş emirlerini etkili bir şekilde planlayın, yönetin ve uygulayın.
Varlıklarınızı etkili bir şekilde yönetin ve izleyin, uyumu sağlayın ve duruş sürelerini azaltın.
Ekipman kalibrasyonlarını yönetin, ölçüm doğruluğunu ve toplanan verilerin güvenilirliğini sağlayın.
Çözüme her yerden erişin. Görevleri çevrimdışıyken bile yürütme hareketliliğinden yararlanın.
Şirketinizin BT departmanı için ideal çözümle operasyonel verimliliği ve bilgi güvenliğini sağlayın.
Şirketinizin BT departmanı için ideal çözümle operasyonel verimliliği ve bilgi güvenliğini sağlayın.
Lisans yönetimini merkezileştirin ve BT varlıklarının konumunu kolayca takip ederek CMDB'nizi optimize edin.
Destek biletlerini ve yardım masası süreçlerini, taleplerden olay çözümlemelerine kadar ITIL en iyi uygulamalarını takip ederek otomatikleştirin.
ISO 27001'e uyum sağlayın. Süreçlerinizin güvenlik standartlarına uygun olduğundan emin olun ve siber riskleri azaltın.
Takım performansını, SLA'ları ve son tarihleri gerçek zamanlı olarak izleyin, operasyonları etkilemeden önce sorunları çözün.
Görevleri otomatikleştirin ve basitleştirin, onay süreçlerini hızlandırın ve üstün sonuçlar elde edin.
Görevleri otomatikleştirin ve basitleştirin, onay süreçlerini hızlandırın ve üstün sonuçlar elde edin.
İş akışlarını otomatikleştirin, süreç görünürlüğünü sağlayın ve onayları hızlandırın.
Riskleri kontrol altında tutun. Ceza ve yaptırımlardan kaçının.
İşleri merkezi hale getirin ve tüm departmanların iletişimini basitleştirin.
Süreç performansını gerçek zamanlı izleyin ve bilinçli kararlar alın.
Hukuk departmanı için entegre bir çözümle sözleşme yönetimini basitleştirin ve riskleri azaltın.
Hukuk departmanı için entegre bir çözümle sözleşme yönetimini basitleştirin ve riskleri azaltın.
Taslakları, sözleşmeleri ve vekaletnameleri güvenli ve erişilebilir bir ortamda merkezileştirin, tam sürüm kontrolü ile.
Sözleşme maddelerinin oluşturulması, incelenmesi ve değiştirilmesi taleplerini otomatikleştirerek süreç verimliliği ve izlenebilirlik sağlayın.
Elektronik ve dijital imza sürecini tam güvenlik ve yasal uyumlulukla basitleştirin ve otomatikleştirin.
Hukuki süreçlerle ilgili cezaları ve para cezalarını önleyerek kritik son tarihleri yönetin ve izleyin.
Tablolar, e-postalar ve kağıt işlerini unutun. İnsan Kaynakları ekibiniz için eksiksiz bir çözüm.
Tablolar, e-postalar ve kağıt işlerini unutun. İnsan Kaynakları ekibiniz için eksiksiz bir çözüm.
Eğitimleri ve beceri değerlendirmelerini kolayca planlayın ve uygulayın.
Bireysel boşlukları ve geliştirilmesi gereken alanları ele alın.
Ekibinizin performansını daha iyi anlayın.
Gelecekteki liderler için güçlü bir havuz oluşturun ve iş sürekliliğini sağlayın.
Kalite Yönetim Sisteminiz (QMS) dönüşümünü gerçekleştirin ve ISO 9001 uyumunu sağlayın. Kapsamlı bir platform ile çevikliği ve mükemmelliği elde edin.
Kalite Yönetim Sisteminiz (QMS) dönüşümünü gerçekleştirin ve ISO 9001 uyumunu sağlayın. Kapsamlı bir platform ile çevikliği ve mükemmelliği elde edin.
Uyumsuzluklarınızı tanımlayın, yönetin ve etkili bir şekilde çözün.
Fiziksel ve elektronik belge yönetimini kolaylaştırın ve tüm içerik yaşam döngüsünü otomatikleştirin.
Denetim sürecinizi planlamadan uygulamaya kadar tamamen otomatikleştirin ve faaliyetlerinizde daha yüksek verimlilik sağlayın.
Tedarikçi yönetiminizi dönüştürün ve operasyonel verimliliğinizi maksimize edin.
Şirketinizin OHM operasyonunu entegre ve son derece verimli bir çözümle optimize edin.
Şirketinizin OHM operasyonunu entegre ve son derece verimli bir çözümle optimize edin.
Farklı departmanlara hizmet verirken hız ve verimliliği sağlamak için talep yönetimini birleştirin.
Hizmet taleplerinden yürütmeye kadar iş akışlarını otomatikleştirerek verimliliği artırın.
SSC performansını kesin KPI'larla izleyin, sürekli hizmet iyileştirmesini garanti edin.
Kaynakları optimize ederek ve operasyonel maliyetleri azaltarak entegre ve çevik bir operasyonu teşvik edin.
Projeleri doğru yolda tutmakta zorlanıyor musunuz? Projeleri yönetin, süreçleri basitleştirin, zaman kazanın ve sorunsuz koordinasyonu garanti edin.
Projeleri doğru yolda tutmakta zorlanıyor musunuz? Projeleri yönetin, süreçleri basitleştirin, zaman kazanın ve sorunsuz koordinasyonu garanti edin.
Takımları bir araya getirin, hatta ayrı olduklarında bile. Proje ile ilgili iletişimleri tek bir yerde merkezi hale getirin.
Çevik metodolojiler kullanarak ürün yol haritalarını, iş yüklerini, sprintleri ve daha fazlasını kolayca yönetin.
Projelerinizi kapsamlı zaman çizelgeleri ile izleyin, riskleri ve darboğazları azaltın ve proje verimliliğini optimize etmek için adımlar atın.
Projeleri, toplantıları, görevleri ve programları merkezi hale getirin ve bilgilere dayalı kararlar verin.
Talepten ödemeye kadar tüm satın alma döngüsünü optimize edin; maliyet tasarrufu, çeviklik ve tam kontrol elde edin.
Talepten ödemeye kadar tüm satın alma döngüsünü optimize edin; maliyet tasarrufu, çeviklik ve tam kontrol elde edin.
Verileri, insanları ve süreçleri entegre edin, yanıt verme hızını artırın ve iş ilişkilerini güçlendirin.
Siparişler, faturalar ve diğer iş belgeleri için manuel çalışmayı azaltın.
Lojistik maliyetlerini minimize edin, hizmeti iyileştirin ve tedarik zincirinizdeki değişikliklere uyum sağlayın.
Gerçek zamanlı görünürlük elde edin, tedarik zinciri sorunlarını daha hızlı tanımlayın, anlayın ve çözün.
Farklı yasalara, standartlara ve düzenlemelere etkili ve güvenli bir şekilde uyumu sağlayın.
Farklı yasalara, standartlara ve düzenlemelere etkili ve güvenli bir şekilde uyumu sağlayın.
Risk ve zayıflık haritalamasını otomatikleştirin ve standartlaştırın, kontrol ve azaltma yöntemlerini oluşturun.
Politika ve prosedürlerin oluşturulmasını ve dağıtımını otomatikleştirerek tutarlı bir anlayış sağlayın.
Denetimlerinizi baştan sona etkili bir şekilde planlayın ve otomatik raporlar oluşturun.
Eylem planları oluşturun, tüm faaliyetleri kaydedin, ilerlemeyi takip edin ve merkezi bir ortamda işbirliğini teşvik edin.
Düzenleyici uyumluluk maliyetlerini azaltın, verimliliği artırın ve riskleri azaltın.
Verimliliği ve mükemmeliyeti artırın: sorunsuz bir şekilde düzenleyin, belgeleyin ve izleyin.
Süreçleri entegre ederek ve riskleri yöneterek enerji sektöründe verimliliği ve mükemmeliyeti artırın.
Yönetişimi optimize edin, verimliliği artırın ve küresel uyumluluğu sağlayın.
Ürün geliştirme süreçlerini kolaylaştırın, teknolojik yenilikleri teşvik edin ve AS9100 gibi standartlara uygunluğu sağlayın.
Çevikliği güçlendirin, proje karlarını artırın, dijitalleştirin ve üretkenliği yeni zirvelere taşıyın.
Vatandaşlara olağanüstü destek sunmak için süreçleri yeniden gözden geçirin.
Süreçleri otomatikleştirin, uyumluluğu sağlayın ve ürün piyasaya sürme döngülerini hızlandırın.
Verimliliği artırın, iş birliğini teşvik edin ve ISO 14001/45001 standartlarına uyun
AEC yönetimini dönüştürün: süreçleri basitleştirin, riskleri azaltın ve verimliliği artırın.
Maliyetleri azaltın, verimliliği artırın ve IATF 16949 gibi standartlara uygunluğu sağlayın.
Operasyonel verimliliği artırın, envanter maliyetlerini düşürün ve ürün yönetimini geliştirin.
Sağlık hizmetlerini optimize edin: Prosedürleri standartlaştırın, kaynakları optimize edin ve uyumluluğu sağlayın.
Tarım sektöründe zaman kazanın, uyumluluğu sağlayın ve izlenebilirliği artırın.
Envanteri optimize edin, bakımı kolaylaştırın, güvenliği sağlayın ve üretkenliği artırın.
İnovasyonu artırın, süreçleri kolaylaştırın ve ISO 27001 ve 9001 standartlarına uyum sağlayın.
Süreçleri otomatikleştirin, uyumluluğu sağlayın ve ürün piyasaya sürme döngülerini hızlandırın.
Verileri verimliliğe dönüştürün, kesinti sürelerini azaltın ve verimlilik, kalite ve karı artırın.
Süreçleri basitleştirin, memnuniyeti artırın ve FSSC 22000 gibi gıda standartlarını karşılayın.
Enterprise
Language:
🇺🇸 İngilizce
🇧🇷 Portekizce
🇪🇸 İspanyolca
🇩🇪 Almanca
🇫🇷 Fransızca
🇮🇹 İtalyanca
🇹🇷 Türkçe
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.