Institute uses record management for regulation
The Royal Institution of Chartered Surveyors (RICS) has implemented Autonomy Meridio records management solution to more effectively regulate UK surveyors firms. The Institution, whose website experienced difficulties over the weekend and is still not responding to queries for locating chartered surveyors, estimates its new system an save it more than £250,000 yearly in manual processing costs.
Autonomy acquired Cambridge-based Meridio in 2007. Its records management solution is now a critical component of RICS' new case management solution to make the information related to the investigation and handling of cases brought against surveyor's firms more transparent and consistent. Meridio partner, Kainos, was the systems Integrator, for the project.
RICS claims to be the leading organisation of its kind in the world for professionals in property, land, construction and related environmental issues. As part of its role, it helps to set, maintain and regulate standards. It has 140,000 members, operating out of 146 countries and regulates some 12,000 surveyors firms across the UK.
To better comply with the new rules introduced by RICS, it was necessary to implement a new records management solution and new storage processes to ensure that the data relating to the investigation of all cases are easily accessible by authorised users and one that can scale to meet its increasing business demands.
RICS commissioned Meridio partner, Kainos, to help integrate a solution that enables it to manage and track all case-related documents and correspondence, including emails, faxes, letters and phone calls. The solution, based on Autonomy Meridio's records management solution, allows RICS to convert documents from
paper-based to electronic format, and includes an email gateway for efficient routing of in-bound emails. Kainos helped RICS to design a customised user interface that seamlessly integrates with existing RICS systems.
Since the implementation, RICS' staff members now have easy access to the most up-to-date and relevant case information, regardless of theirlocations, allowing them to provide a higher level of service and respond
to queries quickly and consistently whilst managing many more cases than could previously be handled. The case documentation is categorized by firm, member and ID and provides a very transparent and audit proof system for
tracking case information and supporting documentation.
Jon Freeman, senior project manager of RICS said, "Kainos worked with us as our partner in this project and they were professional and responsive. We were also impressed by their extensive knowledge of the Autonomy Meridio product. The case management solution has taken the complexity out of the regulation process and has resulted in better service delivery and a more effective operation."
Web: http://www.meridio.com/autonomy/
http://www.rics.org/