Case Study: New York Credit Union achieves faster document retrieval and eliminates paper clutter with DocStar ECM

Small Credit Union Sees Big Improvements With DocStar

New York Credit Union, a small Albany-based credit union serving SUNY employees and processing roughly 70–90 multi‑page documents daily, faced rapidly growing paper files that consumed valuable office space and required slow, tedious filing to meet a seven‑year retention mandate. To avoid costly relocation, the credit union chose DocStar and its DocStar Enterprise Content Management (ECM) solution to digitize and manage their records.

DocStar implemented DocStar ECM with a second optical drive for disk backups to scan, copy, store, and retrieve items such as cash receipts, vouchers, journals, deposit records, and loan documents. The solution enabled staff to retrieve documents within seconds, eliminated hard‑copy clutter and repurposed storage space, protected files via backups, and avoided relocation — including a backfile conversion of an estimated 176,000–220,000 documents; installation finished in three hours with initial training under two hours.

New York Credit Union