Banque Delubac & Cie digitizes its document flows with Efalia Compose

Banque Delubac & Cie has modernized all of its documentary editions with Efalia Compose to optimize its business processes and achieve substantial savings. The project, carried out over less than 2 years, made it possible to massively digitize document flows and generate €220,000 in annual savings.

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Challenge

Banque Delubac & Cie has been working with Efalia since the migration of its core banking in 2015. It sought to optimize its document management to meet several major challenges related to the modernization of its processes and the improvement of its brand image.

• Modernize customer document templates to improve brand image

• Digitize merchant credit card statements sent daily by mail

• Optimize multi-environment document management (production, development, pre-production)

• Gain autonomy in the design and management of documents

• Seeking flexibility to make the information system evolve without impacting documentary production

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Solution

Efalia Compose was deployed as a complete desktop publishing solution to deal with all of the bank's documentary needs. This software suite includes three complementary applications that support the entire document lifecycle, from input to final output.

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Efalia Compose

• Management of the input and output of editions, data processing according to their origin, intelligent routing and decision-making workflow

• Complex file conversions and enrichments of data with complex calculations

• Creation of editing mockups with customization (logo, footer, font) and conditioning the text according to the data

• Interface with existing core banking

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Results

Successful digitalization and major savings

Banque Delubac has succeeded in its digital documentary transformation by massively digitizing its paper flows. The project to digitize merchant credit card statements was 97-98% adopted by customers, generating €220,000 in annual savings. The solution now processes 60,000 PDFs monthly on each environment with total reliability thanks to Efalia Compose's complex decision-making workflows.

• Workflow automation: Creation of intelligent workflows for document processing

• Complete modernization: Redesign of document models with an updated design

• Simplified management: System managed by a single person (administrator, designer and supervisor)

• Optimal reactivity: The majority of subjects dealt with in less than a week

• Process Optimization: Efficient treatment of input spools to

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Return on investment

• Direct economies of scale: €220,000 in savings in the first year

• Autonomy gains: Independence in the design and management of documents

• Technical flexibility: Possibility of evolving the IS without impacting documentary production

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