For Truliant Credit Union's Document Management ... The Third Time's The Charm

Paper and records pose a major dilemma for growing credit unions. Today's CUs struggle to balance access, storage, retrieval and stringent legal requirements. While all want to improve processes, many labor just to maintain the status quo.

Document automation technology – including imaging, report management, workflow, and forms processing – holds much promise, but the challenge to find a solution that fits into an existing system and meets statutory stipulations can be overwhelming. A solution must be affordable, compatible and easy to learn, and it must work equally well for a small pilot project and an entire, growing enterprise.

Truliant Federal Credit Union faced this dilemma in 1999. Proud of its history of using leading-edge technology, Truliant started document imaging in 1989 with a single-user system. This gave way to an eight-user system a few years later. Initially an improvement, that "solution" turned into a headache. "It was closed, proprietary, and inflexible, and it couldn't be expanded," recalls Thom Beck, CIO and Senior Vice President for Operations. "It didn't allow the credit union to grow the way we wanted to."