System configuration and design
Perpetual is one of Australia’s largest wealth management and financial services organisation. It provides financial advice and corporate trustee services to Australian and international clients, not-for-profit organisations, businesses and individuals. Perpetual has a long corporate history, dating back to 1885.
Perpetual was reviewing its technology strategy, considering cloud computing and seeking advice on a substantial upgrade of its electronic and records management software. Recordkeeping Innovation was engage to provide a strategy for the information technology refresh, including configuration advice, mapping of business process to identify when to capture records, how client based metadata could be captured automatically and improving system performance and reporting functions. We consulted extensively with the Document Custody business to develop process maps. The project provided the design for the software upgrade and user guidelines.