Financial Services


Building a flexible foundation for document management and automation
The challenge
Quintes needed a document management platform that could adapt to the way the company worked. Its existing system was difficult to integrate with other applications, created technical issues and forced the organization to work around the limitations of the software rather than supporting its business processes.
The solution
Intellera helped Quintes transition to Laserfiche, beginning with the complex migration of its existing documents and data. Working closely with the Quintes team, Intellera designed a solution around its business requirements, integrated it with existing technology and established a foundation for automating manual, document-intensive processes.
The impact
A platform built to grow with the business. Quintes successfully migrated its information to Laserfiche, introduced new automation capabilities and trained internal super-users to manage the system. With a flexible information management foundation in place, the company could continue expanding automation across the organization.
“It is rare to find a vendor like Intellera, with the technical expertise, business knowledge, staffing and culture required to understand your needs and implement a tailored solution that integrates with your existing technology.” — Steve Shearn, CPFA, Quintes
What Intellera delivered
Information Management
Data & Document Migration
Systems Integration
Workflow Automation
Solution Design & Implementation
Training & Support