Sterling Bank Proposal

8/18/2019 Sterling Bank Proposal

1/10

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:


2/10


3/10


4/10

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

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


5/10

Document Date

26-01-2016

Document Author

Mr Lanre Adefolahon

Document Owner

Isatong Nigeria

Document Version

1.2


Approved by

Mr Emmanuel Udotong

Client Name

STERLING BANK

Document Page

5 of 10



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


6/10

Document Date

26-01-2016

Document Author

Mr Lanre Adefolahon

Document Owner

Isatong Nigeria

Document Version

1.2


Approved by

Mr Emmanuel Udotong

Client Name

STERLING BANK

Document Page

6 of 10



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


7/10

Document Date

26-01-2016

Document Author

Mr Lanre Adefolahon

Document Owner

Isatong Nigeria

Document Version

1.2


Approved by

Mr Emmanuel Udotong

Client Name

STERLING BANK

Document Page

7 of 10



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


8/10

Document Date

26-01-2016

Document Author

Mr Lanre Adefolahon

Document Owner

Isatong Nigeria

Document Version

1.2


Approved by

Mr Emmanuel Udotong

Client Name

STERLING BANK

Document Page

8 of 10



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


Software Version Being Used: MS SharePoint

Name of Company First Bank PLC

Project Name Digitization/Scanning of Legacy Documents

Project Scope 2 Million Pages


Software Version Being Used: Kodak Capture Pro / MS SharePoint 2013


9/10

Document Date

26-01-2016

Document Author

Mr Lanre Adefolahon

Document Owner

Isatong Nigeria

Document Version

1.2


Approved by

Mr Emmanuel Udotong

Client Name

STERLING BANK

Document Page

9 of 10



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


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


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


10/10

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

l d

Client Name Document Page



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