Integris Credit Union simplifies the digitization of documents for its 30,000-member base using Zoho WorkDrive's API.

Integris Credit Union is a member-owned, full-service Financial Services institution operating in northern British Columbia. We offer banking, lending, insurance, and investment options.

We are in the process of scanning/digitizing all of the paper documents related to each of our almost 30,000 members and clients. This includes membership applications, loan documents, and other account opening documentation. By integrating with WorkDrive, we can surface the specific and respective documents for each member inside our core banking platform as well as Zoho CRM. All of the members' documents are all in one place for staff.

As documents are scanned and digitized, we use an OCR solution to grab and tag the document with metadata. We then use that metadata to upload the document(s) to a specific folder structure in WorkDrive via APIs.

The WorkDrive API makes it simple and seamless to push a large number of documents (millions of pages) to a shared folder structure that then integrates with our other core applications. It places all member documentation in a single, standardized folder structure. It increases the speed of member service, and has saved 1 FTE in labor costs (so far).

Time and cost savings. It would be highly impractical to try and manage this many documents using RPA (Robotic Process Automation), or worse, manually.

The ability for end users to manage their own sharing of files, both internally and externally. This removes a burden from IT staff and speeds up collaboration among all staff. Related, IT can set policy for how end users are able (or not) to share files/folders externally, which saves countless help desk calls for users trying to send large file attachments via email (that get blocked), and improves the ability of staff to serve their clients.

WorkDrive is consolidating our access to data in one place, and improving collaboration. The tight integration with Writer is fantastic for collaborative editing, and we have started migrating staff to this tool instead of using MS Office. Over the next month, Integris is migrating from an old Board portal solution to simply use WorkDrive (combined with some other Zoho products) to meet our requirements for secure distribution of Board of Directors materials, scheduling, archiving, note-taking, and more.

Give it a shot. It performs well, and the APIs are great. I'd really like to see finer-grained user access controls, but am told that is being developed. It's the one major gripe we have: the need to set feature access controls more tightly than the existing role permissions allow for.