Director Consulting Services
See below for more details on current Director Consulting Services offered.
Director Optimization
When is the last time you’ve reviewed your Director system to make sure you are utilizing it to its fullest potential? With our Director Optimization Services we will perform a solution assessment that evaluates your existing processes, infrastructure, and environment. We’ll help make sure your system is optimally configured for your current process as well as future growth. If you are having performance issues or poor end user experiences let our team of Director experts help to get your bank back on track. Our team has over 200 years of Director experience and can leverage our industry and product knowledge to make sure you are getting the ROI you expect from your system.
File Maintenance Workflow
Are you spending a lot of time and effort reviewing file maintenance activities on a daily basis? Are you struggling to adequately audit the changes and ensure they are reviewed in a timely manner? The Director consultants at Peak can help you to build an automated workflow that captures file maintenance activity and organizes it into easily reviewed queues. We can track and report on the activities and approval times to make the audit process seamless. We can help you build an automated process that is tailored to your business needs.
Administrative Training
Does your institution have the knowledge and skillset to not only manage, but grow your Director system? Are you able to identify business processes that can be automated in Director and build the solution on your own? Our team of Director experts can work with your bank to perform customized training on how to effectively manage your Director system and implement new products or processes. Let us help empower your staff to be able to manage and grow your Director system.
End User Training
Is your staff using Director to it’s fullest? Do you know how to navigate Director and its integration points to easily store and retrieve documents? We can assist with customized training plans to make sure you are getting the most out of your investment.
Reporting Dashboards
Are you able to perform analysis on your documents and transactions within Director? Let us help you build customized reporting dashboards to easily identify trends and themes with documents and associated meta data. We can also build dashboards to help you streamline workflows and ensure you have the most efficient process possible.
Conversion Services
Are you performing a merger or acquisition that involves combining archives? We can help extract data from legacy systems and import it into Director. Our dedicated conversion services team will work to map documents and meta data from legacy archives and provide best practices for merging with your existing Director system. We can perform keyword translations and file format conversions to ensure you have consistency in your archive.
Wire Transfer Approval Workflow
Do you have a manual process for approving wire transfer requests? Our Director experts can help to design and build a workflow process to automate the routing and approval process. We will help you build your business process to adhere to SLA’s and provide detailed reporting throughout the process.
Optical Character Recognition Capture
Are you overwhelmed with backfile paper that needs to be imaged? Do you have filing cabinets and boxes of paper taking up space in your bank? Our intelligent document processing will build OCR templates and utilize machine learning to archive and index documents without user interaction. Our technology will identify missing or incorrect data exceptions at the point of capture. We can also help you image documents by leveraging one of our many capture services to get rid of your paper files and associated storage for once and all.
New Employee Onboarding Workflow
Do you have an automated process to track all the activities associated with new employee onboarding? We can help to build an automated process with defined SLA’s to ensure your new employees have the system access and equipment needed to have a positive first experience with your institution. Our team will work to build a custom solution that manages all requirements for your onboarding process. We can integrate with HR and IT applications to build a seamless process that ties all applications together in one workstream.
Records Management and Retention
Does your institution have increased risk and cost for storing documents that have met retention requirements? Our team can help build and automate a process to start retention cycles based on external events. We’ll also work with you to build any necessary hold and approval processes to ensure you are meeting all your compliance requirements. We can give you piece of mind knowing the automated process will remove documents based on requirements without needing human interaction.
Document Tracking
Are you using tickler reports or spreadsheets to track required documents? We can help build a document tracking solution that provides real-time updates as documents are added or removed. We can leverage standard Director product functionality or build a custom solution to meet your needs. Our Director experts will work with your team to document tracking requirements and automate the initiation of the process. We can also build dashboards to report on the status of responsible parties or accounts to make sure you are staying in compliance with required documentation. Let our team help you build an automated tracking system that eliminates manual reports and disparate reporting.