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Eaton Vance Selected as a 2015 WfMC Award Winner

Calendar July 15, 2015

Flatirons congratulates its client Eaton Vance—one of the oldest and most trusted investment management firms in the U.S.—on its recognition as the winner of the 2015 Workflow Management Coalition (WfMC) Global Awards for Excellence in Case Management for its new accounts processing solution. Flatirons helped Eaton Vance improve its new account creation process through a streamlined, digital solution designed to enhance efficiency.

Prior to the use of Flatirons’ customized new account creation system, Eaton Vance used a largely manual and paper-based account onboarding process.  Using Flatirons’ new account creation solution, built on EMC® Documentum® and xCP®, Eaton Vance was able to automate several processes, better track workflow and deliver an intuitive user experience. Flatirons collaborated with Eaton Vance to develop the customized system that facilitated automated end-to-end handling, complete electronic document capture and seamless workflow, archival and process management.

“Flatirons congratulates Eaton Vance on its leadership in Adaptive Case Management reflected by this prestigious award,” said Flatirons’ Chief Solutions Officer JD Sillion. “We’re proud of this recognition and to have had the opportunity to provide a solution that enables such improvements for our customer.”

To learn more about WfMC Global Awards for Excellence case study requirements and the finalists, visit www.adaptivecasemanagement.org.

For more information about Flatirons’ EMC Documentum consulting services, visit https://www.flatironssolutions.com/solutions-and-services/services/documentum-consulting/.

About the WfMC and Global Awards for Excellence in ACM

Adaptive Case Management represents a new approach to supporting knowledge workers in today’s leading edge organizations. ACM provides secure, social collaboration to create and adapt goal-oriented activities that enable informed decision-making using federated business data and content. The Workflow Management Coalition (www.wfmc.org) and BPM.com (www.BPM.org) jointly sponsor the annual Global Awards for Excellence in ACM. The Awards program is managed by Future Strategies Inc. Finalists receive additional recognition by having their case studies published in the 2015 edition in the ACM Excellence Series by Future Strategies Inc., following the successes of “Thriving on Adaptability,” “Empowering Knowledge Workers” and “How Knowledge Workers Get Things Done.”

About Flatirons Solutions

Flatirons Solutions (www.flatironsjouve.com) provides consulting, technology, and outsourcing services for content lifecycle management. For more than 20 years, it has served global Fortune 1000 customers in aerospace, automotive, electronics, financial services, government, healthcare, and publishing. Its customer engagements help organizations efficiently deliver the right information, at the right time, to the right people by leveraging structured content and digital media — Turning Content into Knowledge®. Flatirons operates from offices in Asia, Europe, and the United States and is headquartered in Irvine, California.

Contact: Julie Fouque, Flatirons Solutions, Inc., Julie.Fouque@flatironssolutions.com, +1 303.627.6535

EMC, Documentum, and xCP are registered trademarks or trademarks of EMC Corporation in the United States and other countries.

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