Case Studies

Industry: Regulatory

Goal: Taking a century-old company from paper to paperless

Process:

Built a 10-man digitization team to handle the paper conversion
Emptied numerous rooms and filing cabinets of paper
Scanned and digitized documents daily for 1 year
Transformed electronic documents into intelligent, classified and organized records using 150 robots

Outcome:

Converted a paper-based file room to a new office space. Made records digitally accessible. Made documents intelligent to speed up access to information and cut operational costs by 20%. Enriched their data so they could make better decisions and expand as a business.

Industry: Public Sector

Goal: Validate record management system compliance using in-house technology

Process:

It was important that we developed a system that met the compliance law standards for when legal documents should be archived or destroyed for this company.
We assessed whether we needed multiple tools or could use their existing out-of-the-box software to solve the problem.

Outcome:

We realized that they could use their existing tools to manage and destroy data to comply with regulations, saving them thousands of dollars every year. We did this by translating complicated compliance needs into easy-to-use and familiar technology.

Industry: Insurance

Goal: Launch an email management, electronic record and information management system using Office 365 and a 3rd party legal matters platform.

Process:

The company had existing complex tools from a previous vendor that let them down. They were unable to integrate the matter management system across the company, which is particular to lawyers.
They wanted to optimize and deploy a matter management system for thousands of their lawyers company-wide, as initially planned.
We created a 6-step automated email system that could be implemented for all of their client’s documents.

Outcome:

The system was so simple that they were able to take what we did for their law department and deploy it company-wide themselves.

We created a configuration that was almost out of the box but simplified even further. This enabled the lawyers to see their emails and documents from inside Outlook. By doing this, Tumii saved them from paying thousands of dollars for a whole new system.

Industry: Banking

Goal: Use robotics to deploy large-scale data detection against money laundering

Process

Usually, the banking industry detects anti-money laundering with armies of teams. There were three teams for this bank. Each team had to mull over a sea of data before they could determine if there was fraud which was taking them months at a time.
We quickly realized that we could automate their anti-fraud process by using a robotic system to detect suspicious behaviour.

Outcome

Their manual detection process took months to detect fraud. We shifted them to an automated system that could do the same thing in a single day. This allowed the bank to save a lot of time, money, and resources.

Our Clients

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Toronto, Ontario
contact@tumii.ca

Happy Clients

We have now a up-to-date contact list for the existing parishioners. We are using the contact info (tel. and emails) from Bookings and also from the contact info given with the Mass registration forms to fine tune the contacts update. The good thing is that we are sure that the telephone numbers and email addresses given on these forms are current.

Religious Services

Tumii’s transformation has enabled us to integrate our email, Microsoft flow, Power Apps, and Teams to identify bottlenecks in our business process which was negatively impacting time to market. We have since fixed the process and have implemented a transparent KPI to flag process upsets. We are a better more scalable company as a result of the Tumii team effort.

Construction Services

You [Shawn] did a fantastic job communicating all the information. You were very helpful when I had questions, and didn’t make me feel incompetent or that I inconvenienced you when I needed assistance. Very light and fun!

Government Services

It’s like jumping into a lake, everyone gets the idea of swimming in lakes, but rarely do people dive in without first dipping their toe, and ease in from that point. [Through a compliance assessment] You’ve shown us the water temperature, we just need to discover how deep the lake is, and whether there’s anything else to be mindful of

Government Services

Co-operators partnered with the fine folks at Tumii to implement a customized document and matter management solution in SharePoint for our in-house legal team. Every assigned resource was professional, highly skilled, knowledgeable and extremely flexible. They demonstrated a genuine commitment to achieving the best possible outcome for our business in the short and long term. The final solution and implementation was a great success thanks to Shawn and his team.

Greg DiFlorio, CRM (he, him) | AVP, Records and Information Management
Legal, Compliance, Records & Information Management and Privacy| The Co-operators Group Limited

The Municipality of the County of Kings is in the process of implementing a new Records Management System with the goal of transitioning from record keeping on network drives to a cloud-based system with the use of retention labels…The result of the 8-week collaboration was the creation of a Document Management System that will enable the Municipality to work in a more efficient and cost-effective way and improve workflows and business processes. Searching for and retrieving records, version control, retention and disposition practices will improve exponentially. Shawn and his team exceeded expectations. I highly recommend Tumii Transformations for any records management-related project.

Government Services