Go with the (Work)flow
Westfield Bank uses an Oracle solution to help manage accounts payable, and the bank has a full-time employee to manage it because of the huge amount of data that is handled daily. The bank sought a workflow that would connect Identifi and Oracle to make things more efficient.
The bank worked closely with Identifi to create a custom workflow in the Identifi module that syncs and updates with everything that gets captured in Oracle overnight.
"It was a very complicated workflow to build, and Identifi had a lot of involvement because it was our first," said Weakland. "They were right there beside us through every single step, working diligently to make the workflow what we wanted it to be."
Since the success of the first workflow, the team at Westfield Bank has built almost 40 more workflows across multiple departments. Weakland described the workflow as a "game changer," and according to her, the most difficult workflow to build was the one that streamlined the new account review process.
This was a particularly important workflow because the bank had a manual, paper-intensive process involving several departments in several locations which required paper to move from one location to another in order to complete the review process.
"Because of that workflow, we now have an automated way of ensuring we are not missing anything when it comes to new account setups," said Weakland. "That was huge for us."
Smoother Control, Simpler Deployments
The bank was such huge fans of the automated way of doing things that they decided to switch from hosting their Identifi platform in-house to moving to Identifi's Software as a Service (SaaS) cloud.
Cook said the bank gained several key benefits from moving to the SaaS cloud, including the ability to upgrade the platform on a quarterly basis without having to rely on the bank's IT staff.
"It has been a wonderful for us because updates and hot fixes get implemented right away without having middlemen between us and Identifi to make things happen in our system," said Cook.