Cutting Costs with Document Imaging

July 9th, 2009 at 2:30Eastern/11:30Pacific for about 1 hour

 

Fee:  $275 per company plus
$50 per telephone line used

 

Presentation Highlights

 

Greg Schratwieser
President and CEO
ICI Consulting Services
 

greg@ici-consulting.com 
 


 
   

Session Description:

This presentation will assist the audience in implementing a Document Imaging strategy that will significantly reduce operational costs.

We will provide the following benefits and advice to the attendees:

  • Gather the components of an Document Imaging Business Case
  • Identify Business Case / ROI line items
  • Differentiate Document Imaging vendor software capabilities
  • Recognize the Document Imaging Implementation Pitfalls and Best Practices

Participants will get answers to the following questions:

  • Where will Document Imaging provide the largest cost savings within your bank or credit union
  • What are some of the ROI / Business Case line items when considering Document Imaging?
  • How to renegotiate existing offsite document storage contracts and significantly reduce costs?
  • Where and how can you evaluate and cut costs on existing onsite storage, tape, records retention, document management policies and procedures, off-site records destruction, shredding and recycling?
  • How has the rapid growth of check imaging, branch capture, electronic statements and green initiatives influenced the Document Imaging market?
  • What are the key Evaluation Points when assessing Document Imaging Vendors?
  • What has changed about Document Imaging in the past 5 years?
  • What is the Document Imaging End Game?
  • How are other large, mid-tier and community banks / credit unions implementing cost effective Document Imaging solutions?
  • How do vendors price Document Imaging?

This session is appropriate for senior financial services executives with responsibility for Document Imaging, Business Development, Market Research and Strategy groups.
 

About Greg Schratwieser:
In 1994, Greg Schratwieser founded ICI, which is a consulting firm that focuses on the Bank Technology Industry.  ICI provides Business Case, Vendor Evaluation and Project Management consulting services.  ICI has consulted with nearly 200 financial institutions throughout North America, Australia, Europe and Asia.  He has given hundreds of speeches within these geographic markets, has written a book and dozens of industry articles.
 

About ICI Consulting:
Since 1994, ICI has been a firm focused on Bank and Credit Union Technology Consulting. This concentration enables us to objectively assess, evaluate, justify, negotiate and implement superior in-house and / or outsourcing solutions for our Clients.

Our goal at ICI is to assist our Clients in selecting the best solutions that meet their business needs. ICI will help the Bank or Credit Union negotiate a competitive price under fair contractual terms. Furthermore, we strive to maximize the effectiveness of the technology through a comprehensive Bank Technology implementation strategy.

ICI consultants have an average of 25+ year’s experience in the financial industry. Our consultants are professional, ethical and totally objective on vendor decisions. Our Clients rely on ICI to save them executive time, money and most importantly, to avoid poor decisions.

Our hardware, software, internet, lockbox and banking experience allow us to offer you the following Bank Technology Consulting Services:

  • Assessment Services
  • ROI Studies
  • Strategic Direction and Business Case Reports: deciding whether in-house or outsourcing is the more effective direction
  • Vendor Evaluations: in-house or outsourcing
  • Contract Negotiations
  • Project Coordinate Implementation

ICI consultants have cost justified, evaluated and implemented the following corporate and bank applications:

  • Check Imaging- Image Exchange, Archive & Remote Capture
  • Core Processing
  • COLD and Document Imaging
  • Internet Services
  • Lending Systems
  • Network Services
  • Remittance Processing
  • Retail Delivery
  • Disaster Recovery
  • Cost Accounting & Profitability Analysis
  • Computer Room Design
  • Compliance/Sarbanes Oxley
  • Wire Transfer
     

www.ici-consulting.com

 

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