Case Study: New York Credit Union improves service with DocStar ECM

New York Credit Union retrieves documents in seconds with DocStar

New York Credit Union, a credit union for State University of New York employees, faced a major paper storage challenge. Federal regulations required them to keep up to seven years of documents, which consumed vast office space and forced them to consider a costly relocation. Their manual filing process for 70-90 multi-page documents daily was inefficient. They turned to vendor DocStar for its DocStar ECM document management system to solve this.

DocStar implemented its ECM solution, which included scanning and digital storage. This eliminated physical clutter and freed up space, removing the need to relocate. Staff could retrieve documents in seconds, saving significant time previously spent on filing and searches. The conversion of an estimated 176,000-220,000 backfiles was handled efficiently. DocStar’s system also provided secure disk backups, ensuring document safety and improving overall service.

New York Credit Union