ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH … · ING-DiBa OPTIMIZES OUTPUT MANAGEMENT...

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ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH ICON SOFTWARE SUITE Centralizing of document processes has led to streamlined processes and helped save time and costs. With 7.8 million private customers, ING-DiBa is the third largest retail bank in Germany. Until 2006, the financial institution used department-specific, Word-based output management solu- tions with proprietary extensions for its customer correspondence. Before long, however, these isolated solutions could no longer keep pace with the financial institution’s rapid expansion. Neither were they able to optimize document creation, as required, nor could they al- low centralized printing or automated or centralized dispatch. Both the contents and the layout of the correspondence were often inconsistent. In addition, the maintenance of the system and the ne- cessary Office updates became increa- singly difficult, time-consuming and costly. COMPREHENSIVE REQUIREMENTS For these reasons, ING-DiBa was looking for a centralized system to create and format documents, which at the same time provides the central mailing system with an AFP data stream and appropriate indices. The system had to meet the cor- porate design requirements of the bank, while being easy to handle and flexible. It also had to make it possible for the users in the bank to create individualized and personalized letters. Seamless integration of the system into the existing JAVA-based IT architecture was another requirement. QUALIFIED SELECTION In the selection process for a suitable supplier, ING-DiBa relied on a market analysis and the consultation of exter- nal experts. After preparation of a short list, the suppliers had the opportunity to present their solutions in a Proof of Concept. icon Systemhaus GmbH won the contract with icon Suite, its modular business solution for creating and for- matting all kinds of interactive, process- integrated and automated documents. “One of the reasons why we awarded the contract to icon was that the com- pany has its roots in the creation of individual letters. In addition, icon is famous because of its flexible software tools but also due to its quick response time and the high degree of flexibility of its support team, which is always re- ceptive to the wishes and ideas of its customers. Plus, icon has highly qua- lified employees in a large project de- partment,” Michael Herrmann, Head of the IT Business Service department at ING-DiBa, adds to explain the decision.

Transcript of ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH … · ING-DiBa OPTIMIZES OUTPUT MANAGEMENT...

Page 1: ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH … · ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH ICON SOFTWARE SUITE Centralizing of document processes has led to streamlined

ING-DiBa OPTIMIZES OUTPUT MANAGEMENT PROCESSES WITH ICON SOFTWARE SUITECentralizing of document processes has led to streamlined processes and helped save time and costs.

With 7.8 million private customers, ING-DiBa is the third largest retail bank in Germany. Until 2006, the financial institution used department-specific, Word-based output management solu-tions with proprietary extensions for its customer correspondence. Before long, however, these isolated solutions could no longer keep pace with the financial institution’s rapid expansion. Neither were they able to optimize document creation, as required, nor could they al-low centralized printing or automated or centralized dispatch. Both the contents and the layout of the correspondence were often inconsistent. In addition, the maintenance of the system and the ne-cessary Office updates became increa-singly difficult, time-consuming and costly.

COMPREHENSIVE REQUIREMENTS

For these reasons, ING-DiBa was looking for a centralized system to create and format documents, which at the same time provides the central mailing system with an AFP data stream and appropriate indices. The system had to meet the cor-porate design requirements of the bank, while being easy to handle and flexible. It also had to make it possible for the users in the bank to create individualized and personalized letters.

Seamless integration of the system into the existing JAVA-based IT architecture was another requirement.

QUALIFIED SELECTION

In the selection process for a suitable supplier, ING-DiBa relied on a market analysis and the consultation of exter-nal experts. After preparation of a short list, the suppliers had the opportunity to present their solutions in a Proof of Concept. icon Systemhaus GmbH won the contract with icon Suite, its modular business solution for creating and for-matting all kinds of interactive, process-integrated and automated documents.

“One of the reasons why we awarded the contract to icon was that the com-pany has its roots in the creation of individual letters. In addition, icon is famous because of its flexible software tools but also due to its quick response time and the high degree of flexibility of its support team, which is always re-ceptive to the wishes and ideas of its customers. Plus, icon has highly qua-lified employees in a large project de-partment,” Michael Herrmann, Head of the IT Business Service department at ING-DiBa, adds to explain the decision.

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iiiNG-DiBa with its 7.8 million private NG-DiBa with its 7.8 million private NG-DiBa with its 7.8 million private customers is the third largest retail customers is the third largest retail customers is the third largest retail bank in Germany. bank in Germany. bank in Germany. iiin 2006, the bank n 2006, the bank n 2006, the bank decided to centralize and professiodecided to centralize and professiodecided to centralize and professio---nalize its output management system nalize its output management system nalize its output management system and chose to implement icon and chose to implement icon and chose to implement icon sssuiuiui---te, a standard software package for te, a standard software package for te, a standard software package for creating and formatting all kinds of creating and formatting all kinds of creating and formatting all kinds of interactive, process-integrated and interactive, process-integrated and interactive, process-integrated and automated documents. automated documents. automated documents. ttthe comprehe comprehe compre---hensive solution for document-driven hensive solution for document-driven hensive solution for document-driven business processes is application and business processes is application and business processes is application and platform independent and can be platform independent and can be platform independent and can be called by any application via defined called by any application via defined called by any application via defined interfaces and communication protointerfaces and communication protointerfaces and communication proto---cols. cols. cols.

iiin 2011, n 2011, n 2011, iiiNG-DiBa created and disNG-DiBa created and disNG-DiBa created and dis---patched around 22 million documents patched around 22 million documents patched around 22 million documents with icon with icon with icon sssuite, using about 3,000 difuite, using about 3,000 difuite, using about 3,000 dif---uite, using about 3,000 dif-uite, using about 3,000 difuite, using about 3,000 difuite, using about 3,000 dif-uite, using about 3,000 dif-uite, using about 3,000 dif-uite, using about 3,000 difuite, using about 3,000 difuite, using about 3,000 dif-uite, using about 3,000 different document types. ferent document types. ferent document types.

ttthe bank uses the following icon sohe bank uses the following icon sohe bank uses the following icon so---lutions: /Dialog, /lutions: /Dialog, /lutions: /Dialog, /cccompose, /ompose, /ompose, /ssserver,erver,erver,///aaadmin and /Load dmin and /Load dmin and /Load tttest. est. est. test. tttest. test. test. tttest. t ttthe he he ititit ar ar arit arititit arit arit arititit arit ---chitecture comprises a front-end browchitecture comprises a front-end browchitecture comprises a front-end brow---ser, back-end JBOser, back-end JBOser, back-end JBOssssss application server application server application server on a on a on a vmvmvm (x86 architecture) with (x86 architecture) with (x86 architecture) with rrred ed ed red rrred red red rrred rHat Linux 6.1, an Oracle database as Hat Linux 6.1, an Oracle database as Hat Linux 6.1, an Oracle database as well as rendering on Windows well as rendering on Windows well as rendering on Windows ssserver. erver. erver.

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CUSTOMIZED IMPLEMENTATION

The implementation of the project star-ted in April 2006 with a training course for the ING-DiBa staff involved. At the same time, the administration module of icon Suite was introduced to admi-nistrate the central repository. The GUI for users went live in 2006 with the first documents. The first ten cross-depart-mental documents were already being administrated in October 2006, and went productive for individual groups. In De-cember 2006, batch production started. It took about three years until all docu-ment types were integrated into the new icon solution.

www.icongmbh.de

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•••70% of the 30 largest insurance 70% of the 30 largest insurance 70% of the 30 largest insurance companies in companies in companies in gggermanyermanyermany

•••eeeurope’s largest direct bankurope’s largest direct bankurope’s largest direct bank

•••eeeurope’s largest automobile cluburope’s largest automobile cluburope’s largest automobile club

WHY ICON?

Since 1995 icon Systemhaus GmbH has been offering comprehensive customer correspondence solutions to prestigious insurance companies, banks, energy companies and industries. The icon Suite covers the complete range of high volu-me, individually oriented, interactive and process-integrated functionalities and is also used for the most sophisticated busi-ness communication.

icon Suite is far more than just a solution for your correspondence. The icon com-munity is a strong network of excellent experts. It consists of customers, part-ners and specialists who work closely to-gether to continue to improve icon Suite. icon Systemhaus GmbH currently employs more than 100 highly qualified specialists at their headquarters in Stuttgart.

You want to know more about You want to know more about You want to know more about ourourour S S SoooLLLutututIIIonononS?S?S?

Simply call us at +49 711/806098-0 or send us an Simply call us at +49 711/806098-0 or send us an Simply call us at +49 711/806098-0 or send us an eeemail at [email protected] at [email protected] at [email protected] would be glad to inform you about all possible uses and benefits.We would be glad to inform you about all possible uses and benefits.We would be glad to inform you about all possible uses and benefits.

By now, a large number of the bank’s systems have been connected to the icon solution or are based on it.

Around 1,700 employees work with the icon solution, creating some 22 million documents in 2011. ING-DiBa current-ly uses about 3,000 different document types which are created and processed using the icon solution.

The icon solution is used for any kind of individual mail in the B2C field, such as in the current account and securities di-vision or in the loan department. For ex-ample, once a registered user has logged into his or her ING-DiBa account online, all subsequent steps are based on icon Suite forms. In this way, all kinds of do-cuments can be processed and filled in online in a safe, quick and simple man-ner. If the documents which have been created have to be signed, the customer can print, sign and send the personalized document. The icon system is also em-ployed for complaint management or for changes of address.

IMPROVEMENTS ACHIEVED

Every year each of the 7.8 million cus-tomers of ING-DiBa receives several letters from the bank which are crea-ted and dispatched using icon Suite. This has made the icon solution a ma-jor part of the output management of ING-DiBa. Michael Herrmann, head of the department, explains: “Thanks to icon’s support, we have reached our goal of ensuring consistent customer communication. We avoid redundancy resulting from different letter formats and, by concentrating on centralized printing, we have also been able to save costs. The system is very easy to handle for our employees. The icon solution is the standard tool in day-to-day business employed by every user during custo-mer contacts.”

The creation and processing of do-cuments had already been improved during the preparation of icon’s imple-mentation: the individual business de-partments of ING-DiBa co-ordinated the content of the correspondence with the marketing and the legal departments and also redesigned the layout of the letters.

In this way, each business department can perform its own quality assurance processes, while customer communica-tion is uniform throughout the bank.

As a result, new services can be laun-ched more quickly as the documents re-quired can be created in-house.

Another advantage of centralization lies in time and cost savings due to postage optimization, the batch printing of docu-ments and the smaller number of staff required. Moreover, the solution ensu-res short service times and increased productivity – thanks to the powerful WYSIWYG editor. The solution supports all standard output channels such as AFP, PDF and PCL and can be easily in-tegrated into existing IT environments. In addition, the archiving of the docu-ments can be controlled via icon Suite.

Michael Herrmann,Michael Herrmann,Michael Herrmann,

Head of Department,Head of Department,Head of Department,

IT Business ServicesIT Business ServicesIT Business Services

ING-DiBa AGING-DiBa AGING-DiBa AG

„Thanks to icon’s support, we have „Thanks to icon’s support, we have „Thanks to icon’s support, we have reached our goal of ensuring consisreached our goal of ensuring consisreached our goal of ensuring consis---tent customer communication. We tent customer communication. We tent customer communication. We avoid redundancy resulting from difavoid redundancy resulting from difavoid redundancy resulting from dif---avoid redundancy resulting from dif-avoid redundancy resulting from difavoid redundancy resulting from difavoid redundancy resulting from dif-avoid redundancy resulting from dif-avoid redundancy resulting from dif-avoid redundancy resulting from difavoid redundancy resulting from difavoid redundancy resulting from dif-avoid redundancy resulting from different letter formats and, by concenferent letter formats and, by concenferent letter formats and, by concen---trating on centralized printing, we trating on centralized printing, we trating on centralized printing, we have also been able to save costs.have also been able to save costs.have also been able to save costs.

The system is very easy to handle The system is very easy to handle The system is very easy to handle for our employees. The icon solution for our employees. The icon solution for our employees. The icon solution is the standard tool in day-to-day is the standard tool in day-to-day is the standard tool in day-to-day business employed by every user business employed by every user business employed by every user during customer contacts.“ during customer contacts.“ during customer contacts.“