Shared Insights: The Podcast from Upland BA Insight
Trailer
Bonus
Episode 64
Season 1
Patrick Rochel saves time, increases agility by going paperless at major financial services firm
Patrick Rochel serves as SharePoint Solution Architect at a major global financial services firm. He joins us today to share the story of transformation. In the wake of a legacy of paper, two years ago their CEO made an announcement: it was time for the company to go paperless.
Over 18 months, Patrick and his team worked to ingest mountains of paper and in that time brought 80% of the company’s records online. He shares the story of the project, the platforms, and the BA Insight software that helped his company bring their content repository into SharePoint and beyond.