“With the SoftExpert EQM Suite, we managed to significantly reduce the quantity of printed documents, positively impacting both financially and our quality and environmental policy. Additionally, we improved controls for corrective and preventive actions, which helped us enhance our processes, maintaining ISO 9001 compliance.”
Milady Patricia Zúñiga - Quality Manager
Reduced Printed Documents
Significant reduction in the quantity of printed documents, with a positive financial, quality policy, and environmental impact for the company
Enhanced Action Control
Improved controls for corrective and preventive actions, optimizing processes and ensuring continuous compliance with the ISO 9001 standard
Operational Efficiency & Quality
Increased service quality and operational efficiency, with cost reduction and optimized controls and document transparency
Mercado de Valores de Costa Rica is a private financial group, operating since 1976, offering financial advisory and intermediation with high service standards and a commitment to ethical values. Certified under ISO 9001 and holding the trademark rights of the certifying body, Instituto de Normas Técnicas da Costa Rica - INTECO, the company aims to demonstrate its capacity to satisfy clients and maintain compliance with applicable standards and requirements.
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- Finanzdienstleistungen
The Challenge
Mercado de Valores de Costa Rica faced the challenge of controlling documents, managing corrective and/or preventive actions, and overseeing quality audits and indicators. The constant need to maintain the standards required by the ISO 9001 norm drove the search for an integrated solution that could meet all requirements involved in quality processes and compliance.
The Solution
Mercado de Valores partnered with SoftExpert, implementing SoftExpert EQM. This integrated solution is essential for managing compliance with quality standards, offering immediate benefits and supporting all phases of the continuous improvement cycle (PDCA: Plan – Do – Check – Act). The tool optimizes the relationship between quality processes, from identifying customer requirements to assessing their satisfaction, ensuring normative compliance and a more efficient and effective Quality Management System. SoftExpert EQM also reduces the workload related to organizational operations and responsibilities, providing tools that help organizations adapt to normative and regulatory requirements transparently for all employees, while continuously increasing effectiveness and improvement.
The Results
The implementation of SoftExpert EQM was fundamental for Mercado de Valores de Costa Rica to maintain its high-quality standards. Milady Patricia Zúñiga, quality manager, highlights that:
“Through the tool, we managed to increase the quality of services while reducing the cost with technology,” and that SoftExpert EQM “helped improve the operational efficiency within the quality management system.”
The standardization of procedures, optimization of controls, and document transparency became key success factors for the company’s competitiveness. The manager reports greater control over the organization’s corrective/preventive actions and a reduction in documented non-conformities, which was a constant concern for Mercado de Valores.
“We improved controls for corrective and preventive actions, and with that, we achieved a significant improvement in processes,” she states.
Another significant gain celebrated by Zúñiga is related to document management:
“With SoftExpert EQM, we managed to considerably reduce the circulation of printed documents, positively impacting both financially and our quality and environmental policy".
The elimination of physical document files and the centralization of document organization in a single repository made information easier to find, directly impacting the organization’s efficiency. The automation of activities involved in a quality-focused management system brought effective performance to the organization in achieving objectives and goals.
