Initial Situation
Swiss Life was looking for a solution to digitize and manage personnel files in compliance with the Swiss Ordinance on the Keeping and Preservation of Business Records (GeBüV). The solution consisted of digitizing physical personnel files, implementing a cloud-based Document Management System (DMS), and introducing a digital signature service. Furthermore, the solution had to be capable of standard integration with Swiss Life’s cloud-based HCM system.
Successes
We efficiently identified and established a broadly supported solution together with the customer that optimally met their requirements.
Activities
As external consultants, we:
- Gathered and aligned requirements internally.
- Conducted a market analysis for DMS solutions, digital signatures, and document digitization services.
- Analyzed personnel files, defined the target folder structure, and established document classifications.
- Managed stakeholders.
- Prepared the request for proposal (including pricing sheets).
- Evaluated the offers and formulated recommendations.
- Reviewed IT security and data protection requirements with the customers’ internal compliance.
- Presented the results to the executive management.
Keywords
- Human Resources
- Document Management System (DMS)
- Document Scanning
- Digital Signatures
- GeBüV Compliance
- Compliance, IT Security and Data Protection
- Cloud
- HCM Integration
- Business Analysis