|Finger Lakes Federal Credit Union has completely replaced
‘centralized’ UNIX host printing.
Now their core SUMMIT business reports automatically arrive daily on
each employee’s desktop in Excel, PDF, and Word formats.
Finger Lakes found the byREQUEST solution affordable, and a perfect
fit with their new Fiserv-SUMMIT application.
Significant cost savings were achieved.
Over 40 years, the Credit Union has accumulated a significant amount
of customer data, and like all financial institutions must maintain
the security and integrity of that data. Timely access to the records
for the administrative staff is equally important, so that they may
provide their customers with a first class level of service.
The Credit Union’s IT team, headed by Louis Apicella, embarked upon
a project in 2005 to enhance the underlying technology that supports
the Credit Union’s business; among other changes, this entailed
migrating from a HP3000 MPE to a Unix-based HP9000 environment; HP
would be phasing out support of the MPE platform, which was one of
the major drivers for this project.
With this move to upgrade the IT infrastructure came the requirements
that that (1) there would be no disruption to the day-to-day Credit
Union business during the migration, and (2) that the hundreds of
thousands of customer records held in the existing archiving systems
would be preserved. The real challenge for the IT team emerged when
they discovered the cost of upgrading the existing DOCMAN system:
enabling it to run on the new UNIX platform would be an expensive
option, and worse, would lack some of the functionality that was
“We were faced with a real dilemma. Our business relied on the
existing system. Although our users had identified needed
improvements to the current system, replacement systems under
consideration were missing several ‘must have’ features found in
the old system. It seemed an appropriate time to assess user needs to
improve the efficiencies of the report creation, distribution and
management process and find a solution that would both fit our new IT
system and bring in the improvements required,” commented Louis
Apicella, IT Manager.
Apicella had received a recommendation from another software company
that byREQUEST, from Hillary Software, was a solution worthy of
The byREQUEST application would completely replace “centralized”
UNIX host paper printouts with WORD, EXCEL and PDF reports delivered
directly to each employees’ desktop.
Finger Lakes Federal Credit Union, headquartered in Geneva, NY opened
its doors in 1967 as the Geneva School Employees Credit Union. Nearly
40 years later the Credit Union has grown to a membership of over
14,000 individuals and 250 Select Employer Groups.
Users could then browse, search, analyze, and archive their reports
using familiar, “friendly”, PC applications. It would make
viewing, analyzing, sectioning, bursting and archiving reports from
their Fiserve SUMMIT credit union application seamless. Automated
distribution of reports to secure Windows folders on the LAN or email
delivery is built in to the byREQUEST solution. Because all the
reports would arrive as WORD, EXCEL and PDF documents, little if any
user training would be required. He decided to investigate this
software and the company further.
After conducting due diligence with the team at Hillary Software to
ensure the byREQUEST solution would meet the needs of the Credit
Union users, Apicella was impressed by the capabilities of the
He found it both affordable, proven, and a perfect fit with his new
Fiserv-SUMMIT credit union application.
Users were happy that their demands could be met, and were
comfortable that a transition to the byREQUEST solution would require
a minimal amount of training, yet still provide them with flexibility
to manage their report processing needs.
The bottom line benefits
Improvements in the production, archiving and retrieval of reports
- Reports that should be in EXCEL arrive in EXCEL!
- 50% reduction in paper printing requirements
- Reduction in the demand upon IT to service adhoc user requirements
- Ease of use, minimal user training
- Speed of implementation, fully operational in 2 weeks
“For our users, the new system is reaping benefits in terms of
efficiency and ease of use. The call upon my team to support the
user’s requirements is significantly reduced now; users are happy
that they are much more in control and able to manage their tasks.
We have also achieved significant cost savings by reducing the paper
printing. Combine these achievements with the excellent relationship
we have built with the Hillary Software team and the impressive
customer support, our decision to select their byREQUEST solution is
quickly paying dividends,” concludes Apicella.
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