Automate Collaborate Share Share Base Customer Story Idaho
Automate Collaborate Share
Share. Base Customer Story: Idaho Central Credit Union Bruce Black Systems Administrator of On. Base, Idaho Central Credit Union Shanna Morgan Share. Base Sales Consultant, Hyland December 2018
Bruce Black Systems Administrator of On. Base, Idaho Central Credit Union
Idaho Central is the premier credit union in Idaho and offers 36 fullservice locations throughout the Treasure Valley, Magic Valley, Eastern Idaho, and North Idaho. While growth is vital to our success, we remain focused on our mission, “Helping members achieve financial success. ”
The Problem
PROBLEM Employee Expenses and Traveling Staff THE SOLUTION Share. Base Hyland Share. Base Monitor Service Workflow
How ICCU is using Share. Base
Use Case
Share. Base Benefits Reduced steps for IL group - saves time and money Using PDF Framework WF action to unify file type and ensure that the file is optimized in size – saves disk space Team Members just have to work a workflow, loans not in shared email
Share. Base ICCU Future Use Cases We currently use Share. Base to simply and securely share large files with vendors, business accounts, etc. Possibly storing our business continuity policies and procedures. Possibly fulfilling subpoena requests.
Bruce Black Systems Administrator, On. Base Idaho Central Credit Union bblack@iccu. com
Workflow
Workflow
Extending Workflow On. Base Workflow Actions – – Create a folder in Share. Base Add an On. Base document to a Share. Base folder Create a link to a Share. Base folder Delete a Share. Base folder
Share. Base FAQs Security Sharing Links Licensing Sign Up
Our Next Webinar Annual Share. Base Vision Update Travis Roe, Product Manager January 23, 2019 1: 00 - 1: 30 pm EST
Ready for your demo?
Thank you Contact the Share. Base Team: www. Share. Base. com Share. Base@hyland. com
- Slides: 29