{"id":23825,"date":"2024-11-25T14:22:34","date_gmt":"2024-11-25T07:22:34","guid":{"rendered":"https:\/\/digi-texx.com\/?post_type=case-studies&#038;p=23825"},"modified":"2024-11-25T16:17:58","modified_gmt":"2024-11-25T09:17:58","slug":"document-scanning-solutions-for-a-top-investment-management-institution","status":"publish","type":"case-studies","link":"https:\/\/digi-texx.com\/de\/case-studies\/document-scanning-solutions-for-a-top-investment-management-institution\/","title":{"rendered":"Document Scanning Solutions For A Top Investment Management Institution"},"content":{"rendered":"<div class=\"gb-container gb-container-049d4be1\"><div class=\"gb-inside-container\">\n\n<h2 class=\"gb-headline gb-headline-9ac0d6d3 gb-headline-text\"><span class=\"ez-toc-section\" id=\"BUSINESS_CHALLENGES\"><\/span>BUSINESS CHALLENGES<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"gb-headline gb-headline-2e78daf4 gb-headline-text\"><span class=\"ez-toc-section\" id=\"Our_Client\"><\/span><strong><strong><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>Our Client<\/strong><\/span><\/strong><\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>DIGI-TEXX\u2019s client is a leading investment management organization in Vietnam. They\u2019re looking for a trustworthy solution for digitizing numerous collections of physical documents.<\/p>\n\n\n\n<h3 class=\"gb-headline gb-headline-fe55f590 gb-headline-text\"><span class=\"ez-toc-section\" id=\"Project_Challenges\"><\/span><strong><strong><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>Project Challenges<\/strong><\/span><\/strong><\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The client\u2019s data analytics team deals with a huge volume of financial records, including accounting documents, credit points, stock market analysis, etc. Due to the different sizes of the documents, from A4 to tickets and bills, our team needed to be flexible and detail-oriented.&nbsp;<\/p>\n\n\n\n<p>The client requires high-accurate and high-security control for all scanned documents to prevent data leakage. Besides, all the scanned and processed data must be delivered on time as planned to facilitate the client\u2019s continuous operation.&nbsp;<\/p>\n\n\n<style>.kb-image23825_1133fd-f8 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image23825_1133fd-f8\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1-1024x576.jpg\" alt=\"\" class=\"kb-img wp-image-23830\" title=\"\" srcset=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1-1024x576.jpg 1024w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1-300x169.jpg 300w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1-768x432.jpg 768w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1-1536x864.jpg 1536w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-1.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><em><strong>Our client handles a huge volume of financial records<\/strong><\/em><\/p>\n\n\n\n<h3 class=\"gb-headline gb-headline-25fbbbd3 gb-headline-text\"><span class=\"ez-toc-section\" id=\"Project_Scope\"><\/span><strong><strong><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Project Scope<\/span><\/strong><\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The cooperation between DIGI-TEXX and the client must be ensured to have detail-planned for effective results. Hence, this project scope has been divided into 5 separate parts:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-children\"><span class=\"list-item-text\"><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Project Requirement Details<\/span><\/strong>:\n<\/span><ul class=\"wp-block-list\">\n<li>Documents volume: 1.8 million A4-converted-pages<\/li>\n\n\n\n<li>Document size: A4, A5 and free form<\/li>\n\n\n\n<li>Scanning capacity: minimum of 19,000 pages\/day\u00a0<\/li>\n\n\n\n<li>Timeline: 6 months<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Resolution<\/span><\/strong>: scanning at 300 DPI in black &amp; white and color\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Indexing<\/span><\/strong>: All metadata must be indexed including document code, department, project, entity, country, and status.\u00a0<\/li>\n\n\n\n<li class=\"has-children\"><span class=\"list-item-text\"><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>Quality Assurance<\/strong>:<\/span>\n<\/span><ul class=\"wp-block-list\">\n<li>All scanned and processed data must be clear, correct, and match the content and structure of the original document in hard copy form.\u00a0<\/li>\n\n\n\n<li>Ensuring to reach 97% accuracy on page level (max 3 errors\/100 pages scanned)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Data Security<\/span><\/strong>: Ensuring encrypted and secure delivery to the client-server\u00a0<\/li>\n<\/ul>\n\n<\/div><\/div>\n\n<div class=\"gb-container gb-container-540b5898\"><div class=\"gb-inside-container\">\n\n<h2 class=\"gb-headline gb-headline-c2b72c8c gb-headline-text\"><span class=\"ez-toc-section\" id=\"SOLUTION\"><\/span><strong><strong>SOLUTION<\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>DIGI-TEXX Team Size<\/strong>:<\/span> 15 FTEs<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Equipment Deployed<\/span><\/strong>: Kodak series 14000 and i2000<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Support Equipment<\/span><\/strong>: DIGI-XTRACT for higher speed of processing with automated data extraction\u00a0<\/li>\n\n\n\n<li><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>Working Locations<\/strong>:<\/span> Scanning and data processing at Client\u2019s workspace<\/li>\n\n\n\n<li class=\"has-children\"><span class=\"list-item-text\"><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Phased Approach<\/span><\/strong>:\u00a0\n<\/span><ul class=\"wp-block-list\">\n<li>Phase 1: 3 months\u00a0<\/li>\n\n\n\n<li>Phase 2: 2 months (improve from phase 1)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"gb-headline gb-headline-7693b710 gb-headline-text\"><span class=\"ez-toc-section\" id=\"HIGH-LEVEL_WORKFLOW\"><\/span><strong><strong><strong><strong><strong>HIGH-LEVEL WORKFLOW<\/strong><\/strong><\/strong><\/strong><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"581\" src=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1-1024x581.jpg\" alt=\"Document Scanning Solutions For A Top Investment Management Institution workflow\" class=\"wp-image-23854\" title=\"\" srcset=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1-1024x581.jpg 1024w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1-300x170.jpg 300w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1-768x436.jpg 768w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1-1536x872.jpg 1536w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-workflow-1-1.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">A high-level workflow for a comprehensive document scanning solution<\/p>\n\n\n\n<p><strong>Workflow detailed description:&nbsp;<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Receive document<\/span>:\u00a0<\/strong>Collect physical documents from the client<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Pre-scan preparation:<\/span><\/strong>\u00a0Prepare the document to be ready for scanning, such as removing staples or clips.\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Scan document:<\/span>\u00a0<\/strong>Convert documents into digital images by high-speed scanners<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Repackage<\/span>:\u00a0<\/strong>Reorganize and repack the paper documents\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Return Document<\/span>:\u00a0<\/strong>Safely return all paper documents to the client after scanning.\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">OCR \/ Index<\/span>:\u00a0<\/strong>Use Optical Character Recognition (OCR) and indexing to extract metadata.\u00a0<strong>\u00a0<\/strong>\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Data Integration<\/span>:\u00a0<\/strong>Integrate the scanned images and indexed metadata to create searchable digital files.\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Quality Control:<\/span>\u00a0<\/strong>Verify the accuracy and clarity of the scanned documents and ensure correct indexing.\u00a0<\/li>\n\n\n\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Deliver Data<\/span>:\u00a0<\/strong>Securely transfer the final digitized files by secure storage mediums (SFTP).<\/li>\n<\/ol>\n\n<\/div><\/div>\n\n<div class=\"gb-container gb-container-3c64cdaf\"><div class=\"gb-inside-container\">\n<div class=\"gb-grid-wrapper gb-grid-wrapper-84dc8722\">\n<div class=\"gb-grid-column gb-grid-column-31652cd0\"><div class=\"gb-container gb-container-31652cd0\"><div class=\"gb-inside-container\">\n\n<h2 class=\"gb-headline gb-headline-6c0964bb gb-headline-text\"><span class=\"ez-toc-section\" id=\"BUSINESS_OUTCOME\"><\/span>BUSINESS OUTCOME<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><span style=\"color: var(--accent);\" class=\"stk-highlight\">Accuracy rate<\/span><\/strong>: 98.6% (surpassing the committed accuracy rate of 97%)<\/li>\n\n\n\n<li class=\"has-children\"><span class=\"list-item-text\"><span style=\"color: var(--accent);\" class=\"stk-highlight\"><strong>Strengthen the client\u2019s document management process<\/strong>:<\/span>\n<\/span><ul class=\"wp-block-list\">\n<li>Reducing the physical storage for document archiving\u00a0<\/li>\n\n\n\n<li>Faster retrieval of records<\/li>\n\n\n\n<li>Improving operational efficiency\u00a0<\/li>\n\n\n\n<li>Ensuring compliance with regulatory requirements for data security and access.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-0123e88f\"><div class=\"gb-container gb-container-0123e88f\"><div class=\"gb-inside-container\">\n\n<figure class=\"gb-block-image gb-block-image-d804f78c\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" class=\"gb-image gb-image-d804f78c\" src=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4.jpg\" alt=\"Document Scanning Solutions For A Top Investment Management Institution 4\" title=\"Document Scanning Solutions For A Top Investment Management Institution 4\" srcset=\"https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4.jpg 1920w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4-300x169.jpg 300w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4-1024x576.jpg 1024w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4-768x432.jpg 768w, https:\/\/digi-texx.com\/wp-content\/uploads\/2024\/11\/Document-Scanning-Solutions-For-A-Top-Investment-Management-Institution-4-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>DIGI-TEXX provides a comprehensive solution for digitizing numerous collections of physical documents for a top investment management 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