How Allianz built a custom records management program with OnBase
With data and privacy regulations, efficient records management is paramount for organizations of all sizes. Phil Behrens, a seasoned professional with a diverse career path, shared his insights on how he and his team embarked on a journey to create a customized records management program using OnBase as their central document management system.
The talk highlighted the challenges faced, solutions implemented, and the vital partnership with DataBank that led to their success.
Navigating challenges and forming partnerships
The journey was not without its challenges. Phil shared the obstacles they encountered while crafting the program. These ranged from technical hurdles in integrating OnBase effectively to the cultural resistance faced when trying to change established habits within the organization. At this juncture, the partnership with DataBank emerged as a game-changer.
DataBank helped guide Allianz through the implementation phase by streamlining the integration of OnBase and provided valuable insights into change management strategies that proved crucial in gaining employee buy-in.
From implementation to the future: A sustainable path
By combining OnBase’s capabilities with DataBank’s support, Allianz had not only met GDPR’s demands but had also created a sustainable system for managing records effectively.
Phil concluded by discussing the road ahead. He emphasized that this was not the end of the journey but rather the beginning of a continuous process of improvement and adaptation. With the foundation in place, Allianz was poised to navigate future regulatory changes and organizational growth confidently.
The power of strategic records management
By sharing his journey of building a customized program with OnBase, Phil underscored the importance of collaboration, adaptability, and a forward-thinking approach in managing data and privacy regulations.
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