Case Study

Epicor ECM Streamlines Workflows and Simplifies User Access Management

Epicor ECM Streamlines Workflows and Simplifies User Access Management

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1st Security Bank of Washington transformed its operations with Epicor ECM (DocStar), automating workflows, centralizing over 5 million documents, and streamlining processes like loan documentation and user access management. This shift reduced a three-hour access setup to 20 minutes and enhanced operational visibility, audit trails, and efficiency across 21 branches. Features like conditional fields and the pandemic-driven shift to remote work boosted adoption, with one department expanding from 10 to 50 automated forms in two months. Integrated with 379 workflows and other tools, the system supports ongoing growth and digital transformation.

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