Mark Patrick, Director of Finance, Sheet Metal Workers National Pension Fund

SMWNPF is a pension fund handling records for over 100,000 participants and 4,000 contributing employers and as such we are responsible for maintaining records for many, many years. Before we decided to implement Hyland OnBase and partner with Versivo we were swimming in a sea of PDF files, microfiche, microfilm and paper. We envisioned not only getting our records organized under one platform but also improving our processes for handling daily workflow.

Versivo’s team created a solution that fits our organization like a glove. Incoming mail is scanned, indexed and routed. The processes in OnBase are tailored to our business rules. Versivo’s technical staff made customizations that allow us to readily link documents to existing databases. Incredibly, our implementation moved faster than we expected which I attribute to Versivo’s efforts to understand us. Thanks to Versivo’s experienced team there is seemingly no limit to what we can do!