Case Study: 1st Security Bank of Washington achieves centralized management of 5M+ documents and faster access workflows with DocStar

Epicor ECM Streamlines Workflows and Simplifies User Access Management

1st Security Bank faced a growing need to centralize document management and automate paper-heavy workflows as it expanded to 21 branches and dozens of systems. To address challenges like managing more than 5,000,000 documents and simplifying time-sensitive processes such as user access provisioning, the bank turned to DocStar (Epicor ECM) for a digital transformation solution.

DocStar implemented Epicor ECM with Forms and PackageWorks to centralize repositories, automate workflows and provide robust audit trails. The solution now manages over 5,000,000 scanned documents, supports 379 workflows, 376 Datalinks and 200+ form templates, and cut user provisioning from about three hours to roughly 20 minutes—streamlining loan processing, improving operational visibility, and accelerating adoption across the bank.

1st Security Bank

Richard Bradley

Application Support Specialist