“SoftExpert’s solution is making it easier to monitor consensus workflows across departments. It will enable greater control and availability of documentation, with structured access levels, enhanced security, and confidentiality of Unimed Vitória’s information, as well as full compliance with QMS requirements.”
Heloisa Rodrigues Queiroz, Quality and Process Management Coordinator
End-to-end automation of documentation routines
Unimed Vitória reduced manual work and began managing every stage of the document lifecycle within SoftExpert QMS. The creation, review, and approval workflows were standardized, traceable, and monitored in real time
Higher efficiency and fewer errors
With digitalized processes and unified validation routes, the organization minimized inconsistencies, eliminated manual signature collection, and reduced approval gaps. Around 2,000 employees now use the solution daily
Stronger control and information security
The platform increased transparency across departmental workflows, ensuring greater document availability, structured access levels, and alignment with the Quality Management System requirements
Unimed Vitória
Unimed Vitória is one of the 10 largest cooperatives in Brazil. It has 2,353 cooperative physicians and more than 2,400 employees, serving over 340,000 customers. It is the market leader in supplemental healthcare in Espírito Santo and has held Gold-level Accreditation from the ANS Health Operator Qualification Program since 2016.
Unimed Vitória streamlines processes and strengthens data control with SoftExpert
Initial scenario
Unimed Vitória considered its document management process too manual, which led to nonconformities and the loss of important controls.
“We wanted a tool that would help us reduce failures and errors in these tasks,” says Heloisa Rodrigues Queiroz, Quality and Process Management Coordinator.
Strategy adopted
To address this challenge, the organization implemented SoftExpert QMS, with a strong focus on document management. The tool is part of the SoftExpert Suite, a management and compliance platform that brings together 38 natively integrated modules across 12 corporate solutions.
Results achieved
Unimed Vitória automated routines and increased operational efficiency with SoftExpert. Today, around 2,000 employees use the tool, which has been deployed in nearly every department.
“We automated the entire workflow for document creation, review, and approval, with real-time tracking of pending activities throughout the process. We also standardized the consensus flow used for validations,” Heloisa explains.
The implementation was carried out by TNX, SoftExpert’s commercial partner. The migration of approximately 4,000 documents into the system is following a carefully structured schedule designed to minimize impacts and avoid information loss. With the platform in place, the organization is already seeing fewer approval and validation gaps, along with the elimination of manual signature collection.
“The SoftExpert solution has made it easier to monitor the consensus workflow across departments. We will gain even greater control and availability of documentation through structured access levels, improved security and confidentiality of Unimed Vitória’s information, and full compliance with QMS requirements,” adds Heloisa.
About TNX Brasil
TNX Brasil is a Brazilian IT integrator specialized in delivering technology solutions through consultative sales, advisory services, planning and execution of projects involving innovative and advanced technologies.
The company operates business units in Minas Gerais and Rio de Janeiro, also serving Espírito Santo, supported by an extensive partner network with national coverage. TNX represents SoftExpert in Minas Gerais, Rio de Janeiro, and Espírito Santo.
