„Doxis4 has become one of our most important applications and is crucial for our core business.”


Company | GEFA BANK GmbH |
Area of application | Electronic case processing in sales financing with business partner records and contract records |
Industry | Banking/sales financing |
Employees | Approx. 700 |
Turnover | 2.4 billion euros (2015) |
Headquarters | Wuppertal, Germany |
Integration | SAP, MS Office, Lotus Notes, PSD (CRM), GEFA settlement systems |
Project scope | Germany |
Brief Project Description
Starting point |
When GEFA BANK started searching for a modern electronic archive system in 2004, the circumstances were exigent: The legacy archive of GEFA BANK, a high-bay warehouse with thousands of paper records, was brimming over and urgently in need of renovation. Instead of investing in building maintenance, the paper records were digitized and converted into PDFs. In this form, they were to be stored audit-proof in a new electronic archive. The existing SAP data archive was outdated and needed to be migrated to the new system. Beyond this, the bank needed automated inbound invoice capturing and verification. Also, new regulations from German financial authorities required an auditable archive for tax- relevant data and documents. |
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