Sterling Bank Proposal
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Transcript of Sterling Bank Proposal
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8/18/2019 Sterling Bank Proposal
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Document Management
Service
D i g i t i za t i o n and A r ch i v i n g of Reco r d s( S c a n n i n g S e r v i c e , E D M S & P h y s i c a l A r c h i v i n g )
S o l u t i o n :
Client :
Vendor:
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
4 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
1 EXECUTIVE SUMMARY
1.1 INTRODUCTION
Today’s Corporate enterprise organization at the local and global level are aiming to
reduce costs, streamline operations and achieve greater operational efficiencies. Many
companies and departments are dealing with massive amount of paper records everyday
and these records contain important and often confidential information. Paper records
are costly to deal with as well as difficult to manage, track, disseminate and store. By
digitizing records and implementing and effective Electronic Records Management
Solution, organizations can realize cost savings as well as productive improvements.
1.2 BUSINESS NEED
Much of the information resides in paper documents and can easily be misplaced or
lost. Paper forms, invoices, faxes, e-mail and other document types are also costly and
difficult to efficiently manage, track, disseminate and store. Despite the critical
importance of the work of the members of staff of the client, they are most often
hampered by lack of sophisticated tools for capturing and converting paper records into
digital records. Tax forms, interview documents, Legal documents, minutes of
meetings, budgets and other documents generated within will be converted from
physical records to an online or digital record making them easier to share across and
within, thereby improving productivity and providing faster, bitter service delivery.Also where necessary it’s equally important for STERLING BANK to implement a
standard Physical Archive where all of the physical documents will be re-organized in
Boxes, inventorized and shelved in a modern Automated Mobile Rack.
1.3 WORK SCOPE DETAILED BELOW:
1. Information management framework /Policy -
2. EDMS Systems Implementation
3. Digitization of Document - Scanning Services
4. Physical Archiving - Re-Organization/Boxing
5. Document Shredding & Secured Disposal
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
5 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
2 EDMS SYSTEM IMPLEMENTATION -
ELECTRONIC DOCUMENT MANAGEMENT SYSTEM
An Electronic document management system (EDMS) is a software system for organizing and storing
different kinds of documents, managing these documents from creation to storage to distribution (share)enabling collaboration among workers and project team.
The primary function of an EDMS is to manage electronic information within an organization workflow.
Also the EDMS must be capable of providing secure access, maintaining the context and executing
disposition instruction and policies for all records in the System(e.g. Retention Schedule).
Successful implementation of an effective and proven electronic document management software (EDMS)
system can immensely simplify compliance with regulatory standards.
There is currently a wide range of electronic document management systems offered by many providers
that vary greatly in terms of simplicity or robustness. We will work with you to finding the EDMS systemthat is the best fit for your organization's electronic document management software needs.
3 DIGITIZATION OF DOCUEMENTS - SCANNING & MIGRATION SERVICES
Document Scanning is the critical first step in reducing paper, cut cost quickly , improve efficiency
and automating processes throughout your organization .With document scanning service your document are converted to digital images that areelectronically indexed, stored, retrieved, tracked and managed from your computer or mobile
device. That means your file can travel with you!
Isatong will work with you to find the best document scanning solution for your need.
Digital Archiving of records involves the secured storage of records in a repository EDMS. EDMS aweb-base infrastructure proposed for the archiving of electronic records.
Transfer of Electronic Document into EDMS .
Isatong shall handle all the data transfer to the working folder library of the Companies EDMS server.
Isatong shall use production scanners to scan the bulk records into digital PDF format(OCR).
Storage Folder creation for Electronic Documents
Retrieval of Electronic Document
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
6 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
4 PHYSICAL ARCHIVING - DOCUMENT RE-ORGANIZATION
Physical Archiving involves the re-organization of archived records and documents in
accordance to the companies file plan, these records are then indexed, boxed and sealed
for shelving.This scope also includes where required the procurement and implantation of modern
hi gh density mobile shelve.
Before
After
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
7 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
5 DOCUMENT SHREDDING AND SECURED DISPOSAL
We also pick up your confidential documents for cross-cut shredding or strip shredding on-site at your office:
Providing you with rest of mind as we shred and dispose.Below the service specification:
Shred to produce strip or cross-cut pieces no wider than 3/8'' or 1/2'' characters width.
Samples of shredding quality will be furnished to you upon request
Provide a Certificate of Destruction for all documents destroyed
Document pickup for onsite or off-site shredding
Secured Document Disposal
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8/18/2019 Sterling Bank Proposal
8/10
Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
8 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
6 OUR PROJECT REFFERENCES – EXPERENCE
6.1 COMPLETED PROJECT
Name of Company Shell Nigeria
Project Name Document Digitization
Project Scope 4.5 Million pages
Project Status Completed Successfully
Software Version Being Used: Live Link (OpenText)
Name of Company Total NG
Contractor Isatomg Limited
Project Name EDMS Implementation / Records Migration
Project Scope EDMS, Workflow, Forms,
Project Status Live/Operational
Software Version Being Used: InfoRouter
Name of Company Access Bank PLC
Project Name Digitization/Scanning of Legacy Documents
Project Scope 2.5 Million Pages
Project Status Completed Successfully
Software Version Being Used: MS SharePoint
Name of Company First Bank PLC
Project Name Digitization/Scanning of Legacy Documents
Project Scope 2 Million Pages
Project Status Completed Successfully
Software Version Being Used: Kodak Capture Pro / MS SharePoint 2013
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA-STB-EDMS-002
Approved by
Mr Emmanuel Udotong
Client Name
STERLING BANK
Document Page
9 of 10
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
6.2 ON-GOING PROJECTS
Name of CompanyNigerian Maritime Administration and Safety
Agency (NIMASA) (http://www.nimasa.gov.ng/)
Project Name Integrated Documents Management System
Project ScopeEDMS, Digitization, Re-Organization, Policy
Definition and Mobil Racking
Project Status Ongoing
Software Version Being Used: SharePoint and Kodak Capture Pro
Name of Company Union Bank
Project Name Document Management - Re-organization
Project Scope Re-Organize 10,000 Boxes of Archive records
Project Status Ongoing
Software Version Being Used: Microsoft Office Suite
Name of Company International Energy Services LTD - IESL
Project Name EDMS Implementation
Project Scope Implement & Customize: MS SharePoint 2013
Project Status Ongoing
Software Version Being Used: Microsoft SharePoint 2013
6.3 MOBILIZING FOR EXECUTION
Name of Company Page Microfinance Bank
Project Name Document Digitization & EDMS Implementation
Project Scope 500k Pages
Software Version Being Used: Kodak Capture Pro
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8/18/2019 Sterling Bank Proposal
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Document Date
26-01-2016
Document Author
Mr Lanre Adefolahon
Document Owner
Isatong Nigeria
Document Version
1.2
Document ReferenceISA STB EDMS 002
Approved by
l d
Client Name Document Page
Integrated Document Management Service
[Digitization and Archiving of Records –EDMS, Scanning Services & Physical Archiving]
7 CONTACT DETAIL
Lagos Office – Isatong Nigeria Limited
Name Mr Michael Ebom
Title COO
Mobile 08063102292
Email [email protected]
Address29, Adeniran Ogunsayan Street, Surulere,
Lagos State, Nigeria
Website www.isatong.com.ng
Thank you for the Opportunity
Digitization ..... Go Green, Go Paperless Seamlessly >> www.isatong.com.ng
http://localhost/var/www/nsiebom/Documents/Personal%20WorkSpace/Isatong%20DOC/www.isatong.com.nghttp://localhost/var/www/nsiebom/Documents/Personal%20WorkSpace/Isatong%20DOC/www.isatong.com.nghttp://localhost/var/www/nsiebom/Documents/Personal%20WorkSpace/Isatong%20DOC/www.isatong.com.nghttp://localhost/var/www/nsiebom/Documents/Personal%20WorkSpace/Isatong%20DOC/www.isatong.com.ng