Bank Foundation
Digitization of the entire meeting convocation process
Bank Foundation
A foundation of banking origin established to promote and support the socio-economic development of the territory and reference community, funding numerous projects and initiatives in cultural, educational and research, welfare and territorial development sectors.
Digitize the entire meeting convocation process
The main objective is to eliminate paper document production, reduce time waste, increase security and facilitate information sharing.
What we did for Bank Foundation
Thanks to the adoption of the Adiuto platform, complete digitization of the entire meeting convocation process was achieved, including management and portalization of related content/documents, signatures and scheduling of each meeting.
Agile Meeting Management
The Secretariat, Presidency, General Management as internal stakeholders and Mayors and Deputies as external stakeholders can upload, sign and view all meeting documentation.
Approval workflows
Through an approval workflow, validated by the presence of remote signatures, information security is guaranteed.
Web Portalizer
Adiuto's Web Composer module, for content portalization, enables stakeholder engagement.
Digital Transformation in meeting management
Management difficulties and resource waste
- The current process does not guarantee security and efficient information distribution.
- Multiple steps involve the use of a huge amount of paper with resource waste and risk of document loss.
- Authorization verification activities involve significant time waste.
- Sharing with stakeholders involves sending documents via email and subsequent recall activities for reception confirmation.
- Retrieving paper documents from different offices forces staff to physically move to gather all necessary documentation.
Digital and sustainable management
- Digital management of the entire flow allows elimination of paper use in every phase of the process.
- Adiuto’s digital authorization flow drastically reduces the time of the entire process, making it streamlined and efficient.
- Through the use of a workflow and Adiuto Web Composer for document portalization, information sharing activities with external parties occur automatically.
- With Adiuto’s digital management, staff has access to all documentation produced by all parties involved in the process.
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