PDF Tools AG - Customer testimonial - success story
Legally compliant, digital archiving solution at PostFinance
As part of the renewal of the archive infrastructure, PostFinance AG decided to develop a solution for digital archiving. This is to be used for internal documents that are not directly related to the provision of services. The tool serves the purposes of archiving, filing, sharing and locating internal documents and is used for documents subject to mandatory archiving and/or of relevance to business. The solution ensures legally compliant digital archiving and fulfils the service provider’s regulatory requirements concerning document administration and storage. The main demand placed on the conversion software is PDF/A conversion and validation with as few errors as possible. The reliability of the 3-Heights® Document Converter during the test phase and the many installations at reputable corporations already making successful use of the software are factors that the responsible managers at PostFinance AG found compelling.
The inclusion of the 3-Heights® Document Converter guarantees legally compliant, long-term electronic storage of internal documents such as minutes, memos, specification documents, partner contracts, etc., that are created and administered by automated office equipment. Documents previously had to be archived either on microfilm or by hand. Today, around 250 employees use the archiving solution, and the central storage office can access archived documents at any time. The 3-Heights® Document Converter has proved to be a reliable solution in everyday use with regard to the quality of PDF/A conversions.
The solution is largely based on SharePoint, EMC Celerra and the 3-Heights® Document Converter. The archiving process for internal documents is triggered by the publication of a main version in SharePoint. The document is converted to PDF/A format and delivered to EMC Celerra within the scope of a dispatcher job.
“As the project was predominantly intended to implement regulatory requirements, it was important to us to have the project and subsequent operations managed by a trustworthy and reliable partner who is familiar with the needs of the financial sector and can develop the product range accordingly. The support we received was exemplary and highly competent. Our queries were addressed very quickly with outstanding customer orientation and competence. The product fulfils our specifications and is well-documented.”
Archive Manager, PostFinance AG