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The Development of a Knowledge Based for Raiffeisenbank

8. April 2022

The Development of a Knowledge Based for Raiffeisenbank

In the past, we delivered a Knowledge Management solution to our long-term customer, the Czech branch of Raiffeisenbank. Recently, we have enriched the Knowledge Management tool in cooperation with our parent company Soitron with new functionalities, which have further streamlined the agenda of the bank´s employee.

Generally, the Knowledge Management solution built on the Microsoft SharePoint technology provides the bank with simple creation, approving and making available topical information about bank products, internal processes, directives, procedures and regulations of the bank employees. The tool, internally called RBook, has streamlined creation and availability of topical information across the headquarters, bank branches and call centres. It has facilitated thorough communication with a customer when providing information about the bank products as well as unified compliance with internal policy.

Since the tool covers management of the entire life cycle of so called “articles” (note: a common name for any materials necessary for internal purposes – terms, directives, procedures, regulations, etc.), the bank management cared about its further development and practical use across various departments.

“The solution focused on knowledge management provides our employees with always up-to-date and unified data on products and procedures. It serves as an important source of used on daily basis. Thanks to its development, we have gained other functionalities which have brought us better insight and help us work more effectively.” – Jan Čížek, Sales Support Specialist

The functionality extension has affected the following parts of the solution:

Archiving zone serves for archiving articles with expired validity.

Its development has provided:

  • creation of well-arranged archives sorted by years;
  • notifications – notifying about a need to prepare an archive – when the number of articles exceeds a certain level, it notifies that such articles need to be archived;
  • comprehensive search across all zones and archives.

Connection between Article archive and Active Directory (AD)

  • a possibility to limit articles to be read only by selected employees and main organizational units from AD;
  • a possibility of providing targeted information about news for selected organizational units;
  • an ability to verifiably acquaint the employees with methodologies in the Article archive;
  • to prepare environment for further development.

Tracking changes in articles

  • possibility of tracking changes in articles, e.g., who has performed the changes or who has changed the setting of authorizations.

Identification of inactive users

  • administrators of articles have a possibility to simply identify those who are not the owners, commentators or approvers of individual articles;
  • they can as well easily change owners of the articles as well as owners of the tasks which need to be finished.

Data migration from the Equa bank

  • at the beginning of this year, Equa bank merged with Raiffeisenbank;
  • within the fusion we have provided data migration  (e.g., an overview of write-off operations, accounting documents, various requests, claims, complaints, internal audits, payments, security information, etc.) from Equa bank and their integration into the RBook archive zone, which has provided access to Equa bank´s documents in the RB directory structure.

The development of the Knowledge Management solution is another example of how digital transformation helps to streamline company processes.

If you are looking for a solution which would make your company processes more effective, do not hesitate and contact us. We are ready to go through your requirements together and suggest an optimal solution for you.

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