Helvetia

Digital Transformation with ECM

Awesome! The interactive release update is well done, informative and graphically very appealing. It makes you want to stay tuned!

Michael Schwendimann, Business Analyst / ECM Information Management Services

Helvetia at a glance

  • Founded: 1858
  • Locations: St. Gallen, Switzerland
  • Employees: 14,442 (2024)
  • Core industries: Insurance

Challenges

  • Before ECM was introduced, the customer-related documents were spread across several individual records depending on the area to which they belonged
  • There were several internal archive systems which were all completely separate from one another and reaching the end of their life cycle

Solutions

  • Archive, DMS, BPM and digital workbaskets for all divisions
  • Workflows for flexible mail and task distribution according to capacities and expertise
  • Digital customer records
  • Integration of CRM and business applications

Results

Improved customer service

Faster, more transparent case processing

More efficient collaboration

Streamlined system diversity with simpler and automated processes

Automate Work. Accelerate Business.

Bring together AI, ECM, and workflow automation in one powerful enterprise platform.

Helvetia Versicherungen: Digital transformation with ECM

Read all about how insurance provider Helvetia is pursuing its company-wide digitalization strategy with the Doxis ECM platform as its basis

Learn more

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