CPS offers a range of financial services to more than 92,000 members from nine Personal Financial Centres in metropolitan Adelaide, as well as centres in both Port Augusta and Victor Harbor. CPS' core values are based on assisting members to achieve their individual lifestyle goals and financial success.

 

CPS was attracted to OBS's proven solutions success, as well as its complementary products division, Nintex. CPS’ existing document management system had no document version capability, nor a review process to ensure content was current. Editing and publishing was performed using several different applications and the system had limited control over CPS style standards.

To meet the needs of the entire organisation, CPS decided it needed a single solution that offered centralised content management and administration, site-wide search and displayed latest published documents. OBS designed and implemented a Windows SharePoint Services site known within CPS as the “iWay”.

 

OBS enhanced “iWay” with Nintex SmartLibrary which extends Windows SharePoint Services to offer a robust document management system, fully integrated with MS Word. Central management of workflow approvals is now managed via a user friendly interface which is complemented with audit logging.

 

The solution included configuring Windows SharePoint Services to operate as a master-slave arrangement through the creation of a restricted Authoring site, where document content is edited, approved and subsequently published to a secondary site known as the Published site which is accessed by all staff. This has met both internal corporate requirements and other external regulations.

 

“iWay” has empowered CPS employees by providing a central point of access for knowledge plus the scalability to support future capacity requirements