Tandem Computers - North Sydney, NSW, Australia [1995]

The Australian ViewStar workflow software distributor, was awarded the task of designing and implementing a workflow automation system for the Funds Management and Client Services departments at BZW Bank (Sydney). Following a brief on-the-job training with Ginger Chadwick, consultant of ViewStar Corporation (Alameda, CA), I rolled into production this newly developed workflow that was tailor-made to the Investment Management department requirements.

This client-server system originally operated on Windows 3.1 client desktops over a twenty five (25) users Novell Network. All investors applications, redemptions and switch forms received from clients, as well as other type of communication documents were daily scanned in, on a Fujitsu scanner. Images were fed into the system through a Kofax engine, as TIFF G4 compressed files.

The workflow interfaced with a "mainframe" like transaction processing system. All documents were archived on to magneto-optical media, in an HP Jukebox. Through the workflow process, users could open, inspect, process folders and forward, refer or put on hold. Documents appeared on the users' 21 inch monitors, at an approximate 1:1 scale at a resolution of 1600x1200. Notes and markups could be added-on, as needed and auto-reply preformatted letters were generated by the system.

Here is a Doculabs "Enterprise Imaging" Benchmark evaluation, comparing ViewStar to KeyFile, Optika, Floware, Wang OPENImage/OPENWorkflow and FileNet.

BZW Bank - Sydney, NSW, Australia [1996 - 1997]

The Investment Management workflow was further enhanced to produce daily reports that enabled funds managers to evaluate the cash flow for their various funds, in "near real time". I proposed a system roll-out into other departments within the bank and so, I designed and implemented a Document Management system within the bank's Equities department.