Lincoln Trust: Our Evolution from Document Workflow to BPM

A few years ago, Lincoln Trust Company (formerly Fiserv Investment Support Services) was faced with a familiar document management problem – their manual process for handling financial documents could not keep up with over 100,000 documents coming in each month, resulting in growing backlogs, long processing times, and the inability to find documents when needed.

They brought in a document management system and to address their immediate pain around document storage and routing.  But Lincoln Trust’s initial workflow projects quickly evolved into a much broader initiative to improve proce

A few years ago, Lincoln Trust Company (formerly Fiserv Investment Support Services) was faced with a familiar document management problem – their manual process for handling financial documents could not keep up with over 100,000 documents coming in each month, resulting in growing backlogs, long processing times, and the inability to find documents when needed.

They brought in a document management system and to address their immediate pain around document storage and routing.  But Lincoln Trust’s initial workflow projects quickly evolved into a much broader initiative to improve processes across the enterprise – and they called on Lombardi to provide a more powerful platform to support their understanding and implementation of their key processes. 

Bill Garner and Alana Schock from Lincoln Trust Company will share their experiences about evolving a document workflow program into a BPM program using Lombardi's Teamworks and Blueprint tools.  They will also share the lessons learned from implementing their first Teamworks processes across the enterprise.  

Featured SpeakerBill Garner – IT Manager, Business Process Automation Team, Lincoln Trust CompanyAlana Schock, PMP, M.Ed. – BPM Program/Product Manager, Lincoln Trust Company