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October 2013, Volume 1, Number 5

ECM project ushers in BPM at Rehmann Financial

When Amy Flourry talks about instituting change at her company, you can hear her enthusiasm. Amy Flourry For Flourry, the senior operations manager at Rehmann Financial, a financial services company based in Lansing, Mich., an enterprise content management (ECM) project has been nothing short of organization-changing. What began as an effort to eliminate paper-based files and streamline compliance tasks ultimately gave way to a broader business process management (BPM) initiative. But it took change management tactics to shepherd the company to success. In 2007-2008, Rehmann Financial and its parent firm had many disparate processes in place for storing and managing documents. The processes varied considerably among the company's 13 locations in multiple states. "Each silo had its own technology its own tools," Flourry recalled. "There wasn't any consistency or centralized data and each office functioned on its own." Rehmann's paper-based processes also created a confusing, sprawling collection of physical files -- and sometimes...

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