Case Study: Neyva Bank achieves streamlined process automation and improved document management with ELMA365

Neyva Bank - Customer Case Study

Neyva Bank, a 60‑year‑old regional bank serving retail and corporate clients in the Urals, faced a need to modernize and optimize internal operations—centralizing client data, automating loan and document workflows, integrating with its automated banking system (ABS) and accounting, and supporting a mixed Windows/Linux IT estate. To address these challenges the bank engaged ELMA365, adopting a browser‑based BPM/EDM platform (ELMA) in 2010 to bring process management and electronic document management into a single solution.

ELMA365 implemented a web‑based BPMS/EDM, integrating a centralized client database, loan conveyor, ABS and accounting links, and standard solutions for memos, contracts and personnel records; the bank now runs about 36–40 automated processes for roughly 350 users and migrated part of its document archive after updating to v3.9. ELMA365’s platform improved transparency and schedule compliance (showing task status, responsibility and expected results), provided process‑improvement analytics, sped employee adoption without heavy training, and left Neyva Bank actively developing 12 more processes while optimizing 5–6 others.

Neyva Bank

Pavel Yefremov

Chairman of the Board