Language:
🇺🇸 English
🇧🇷 Portuguese
🇪🇸 Spanish
🇩🇪 German
🇫🇷 French
🇮🇹 Italian
🇹🇷 Turkish
SoftExpert Suite
Increase collaboration and compliance in your company with the integrated SoftExpert Suite platform.
All you need, all-in-one solutionModular and integrated solutions working together to drive efficiency and operational excellence in your companyStandardize business process, automate workflows, integrate applications.
Business Process Management
Modeling and automation
Smart forms
Task execution
Turn strategies and objectives into robust results
Strategy maps
Scorecards
Targets and objectives
Key performance Indicators
Maximize asset lifespan, minimize downtime, unplanned outages, and unnecessary costs
Asset inventory
Calibration plans
Service requests
Work orders
Streamline enterprise document management, reduce paperwork, and foster teamwork collaboration
Data capture
Electronic signatures
Version control
Advanced security
Modernize your quality management system, ensure compliance, and drive continuous improvement
Compliance and audits
Document and process management
Risks and opportunities
Corrective actions and continuous improvement
Reduce the likelihood and severity of risk events, leverage opportunities, and optimize strategic decision-making
Risk and opportunity management
Control testing
Control Self-Assessment
Treatment and monitoring plans
Manage all aspects of enterprise services and IT service management on a single platform
Service Level Agreement (SLA)
Request history
Self-service portals
Service catalog
How to Implement IT Service Management that Supports Your Company's Strategy and Objectives
DownloadAvoid incidents, reduce costs, and promote a culture of excellence that drives sustainable success for your business
EHS risks
Internal and external audits
Policies and procedures
Training
Foster sustainability, turn your risks into opportunities, and automate end-to-end processes
ESG risks
ESG Initiative plan
Sustainability KPI´s
Procedures and policies
Effectively integrate business strategy execution with risk management and compliance practices
Risks and opportunities
Business Impact Analysis (BIA)
Control testing
Requirements and audits
Unlock human potential. Simplify, automate, and optimize every aspect of workforce management
Skills assessment
Nine Box Matrix
LMS or traditional training
Individual Development Plans (IDP)
Manage your change processes, turn ideas into results and drive innovation and organizational change in your company with a complete platform
Capturing ideas
Feasibility analysis
Prioritization
Implementation of initiatives
Innovation management - how to ensure competitiveness and sustainability in your business
DownloadCentralize, automate, and integrate the entire product lifecycle, driving innovation and profitability
Product Lifecycle Management
Document Control
Project and Change Management
Failure Mode and Effects Analysis (FMEA)
Manage the entire project lifecycle efficiently by centralizing information to optimize resources, timelines, and deliverables.
Efficient resource allocation
Schedule with deadlines and assignees
Integrated project and portfolio management
Time and effort tracking
Simplify supplier management, automate processes, centralize data, and enhance communication
Onboarding and qualification
Contract management
Inspections
Real-time performance
Optimize processes, automate tasks, enhance communication, and boost productivity
Kanban
Automated processes
Collaborative projects
Real-time interactive portals
Optimization of planning, execution and monitoring of activities
Planning
Execution of actions
Monitoring
Results monitoring
With automation, we were able to integrate cost reduction and innovation initiatives. Today, we have a single database with information that can be accessed in real time. It was a great improvement in terms of agility and effectiveness.
Libele Silva - Quality Assurance Analyst
Real-time data for better decisions
Data sources
Reports
Insights
Interactive portals
"I am delighted to report that our partnership with SoftExpert is going extremely well in a number of areas. The support and assistance we've received have been particularly crucial. In our day-to-day operations, ensuring that all business areas are well-served is essential, and SoftExpert has consistently excelled in this regard. The stability and flexibility of their cloud solution are especially important for us, and the ability to scale resources as needed, combined with the security of the cloud environment, has significantly contributed to the success of our operations."
Luiz Page - Architecture and Systems Manager at Tegma
Enhanced flexibility and strengthened control over processes.
Customization
Automation
Efficiency
Agility
"Our productivity was positively impacted, since we started to act proactively and more effectively in decision-making, based on reliable information provided by management dashboards. As the person responsible for this deployment, I am very proud that we are today on a higher step in the evolutionary escalation of technology application in Hypofarma's business processes."
Giulio Chiabi, IT manager at Hypofarma
Quality products to exceed customer expectations
Planning
Approval of parts
Quality control
Standardized documentation
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Electronic management of hard copies
Document retention
Repositories
Physical document management
Temporality table
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Traceability and full control over assets
Inventory
Usage history
Depreciation control
Traceability
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Compliance and integrity that drive business value
Planning and execution
Auditors' schedule
Non-conformity record
Final reports
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Customization of rules, event integration, and efficient and secure activity management.
Business rules
Integrations
Event triggering
Web services
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Easy Calibration Management
Calibration
Performance indicators
Work orders
Cost control
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Generative AI to accelerate your organization's digital transformation
Creating Workflows with AI
Automatic form filling
Risk management with AI
Content management with AI
"SoftExpert's technology has been a real milestone for us, bringing significant change to our processes and directly impacting the experience of our cooperative members. Modernizing our technology is crucial for us to keep progressing and enhancing our performance. That's why we are committed to extending these solutions to other internal processes, as we believe they are disruptive technologies with great potential for application in various areas. A true success story in automation and artificial intelligence, which is already inspiring other financial cooperatives to optimise their processes through technology."
Ademir José Carota - Managing Director of Sicoob Cocred
Precise extraction and automated data processing
Recognition profiles
Image processing
OCR
Document indexing
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Skill development to drive results
Competency assessment
9-box matrix
Development plans
Career and succession
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Consolidation of customer data in one place
Customer catalog
Customer evaluation
Document control
Performance monitoring
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Data analysis, KPI forecasting, and process improvement.
Process mining
KPI forecasting
Time series
Data export
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Organization and integrity throughout the document lifecycle
Classification
Revision control
Document approval
Digital signature
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Cloud file storage and sharing with efficiency and security
Storage
Sharing
Security
Collaboration
"SoftExpert's technology has been a real milestone for us, bringing significant change to our processes and directly impacting the experience of our cooperative members. Modernizing our technology is crucial for us to keep progressing and enhancing our performance. That's why we are committed to extending these solutions to other internal processes, as we believe they are disruptive technologies with great potential for application in various areas. A true success story in automation and artificial intelligence, which is already inspiring other financial cooperatives to optimise their processes through technology."
Ademir José Carota - Managing Director of Sicoob Cocred
Elimination of errors and more reliability in processes and products
Failure analysis
Risk prioritization
Corrective actions
Continuous improvement
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Engaging experience with challenges and rewards.
Rewards
Engagement
Performance rankings
Points exchange
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Agility in recording and handling incidents
Incident logging
Execution of activities
Deadline control
Alerts and notifications
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Incoming/Outgoing Goods Inspection
Receipt control
Inspection checklists
Testing methods
Batch approval/rejection
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Quick answers to frequently asked questions
Article categorization
Instant responses
Multi-language
Integrations
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Reduced downtime and optimized asset life
Maintenance
Performance indicators
Work orders
Cost control
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Optimization of meeting planning and meetings
Meeting scheduling
Participants
Minutes control
Action tracking
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Quality and reliability of measurement systems
Equipment classification
Shift control
Measurement reports
Variability analysis
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Management of Objectives and Key Results
Objective setting and KPIs
Key results
Check-in
Integrations
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Integrity and control over product data
Item structure
Technical specifications
Version control
Non-conformities
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Robust and intelligent management of goals and results
Strategic map
Performance indicators
Goals
Results
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Robust management and prioritization of initiatives
Initiative logging
Scenario simulation
Evaluation and prioritization
Reports
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Optimized integration of CAPA and RCA processes in your industry
Problem logging
Root cause analysis
Deadline control
Monitoring
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Standardization of processes to drive results
Modeling
Testing and distribution
Version control
Optimization
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Organization and control of projects and initiatives
Planning
Activity schedule
Resource allocation
Status report
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Visibility and control over the processing of documents, files and objects
Receiving
Document processing
Flow monitoring
Electronic signature
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Full request lifecycle management
Request logging
Approval controls
Monitoring
Satisfaction evaluation
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Clarity and control over implementation of requirements
Requirements mapping
Approvals
Applicability evaluation
Implementation and monitoring
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Consolidation of risk management across the organization
Risk matrix
Impact assessment
Risk treatment
Control implementation
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Clear insight into processes and fewer variations and inconsistencies
Process quality
Control charts
Capacity analysis
Product tolerance
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Visibility and full control over inventory
Inventory management
Inventory
Material handling
Alerts and notifications
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Consolidation of supplier data into a single environment
Supplier catalog
Supplier evaluation
Document control
Performance monitoring
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Optimization of end-to-end input management processes
Material characteristics
Manufacturers
Suppliers
Integrations
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Easy answer collection with dynamic and intelligent questionnaires
Material characteristics
Manufacturers
Suppliers
Integrations
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Ease in recording time and billing control
Time tracking
Billing control
Resource management
Service reports
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Unlocking human potential across the organization
Course catalog
Needs matrix
eLearning
Certificate issuance
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Productivity and collaboration with automated workflows
Workflow automation
Execution of activities
Deadline control
Alerts and notifications
"The initiative has been essential in consolidating the SER+ program onto a single platform, making it easier to implement the Excellence Project while boosting idea generation within the Kaizen methodology. It has also streamlined processes and greatly enhanced efficiency, supporting our ongoing commitment to continuous improvement."
Luiz Renato Gobbo, Director of Excellence at Raízen.
Streamline product development, drive technological innovation and ensure compliance with standards such as AS9100.
Business Processes
Product Lifecycle
Quality
Risk Management
Manage documents, control risks, and automate processes on a single cloud platform. Ensure compliance, traceability, and sustainability throughout the agribusiness chain.
Maximize productivity and reduce risk
Operational efficiency and sustainability
Centralised document management
Compliance with agribusiness standards and laws
Reduce costs, boost productivity, and ensure compliance with standards like IATF 16949.
Guaranteed Quality
Product Lifecycle
Processes
Documents
Automate processes, ensure compliance, and speed up product release cycles.
Regulatory Compliance
Equipment and Facilities
Records and Documents
Quality
Automate processes, ensure compliance, and speed up product release cycles.
Suppliers
Quality
Training
Environmental, Social, and Governance
Boost efficiency and excellence: streamline, document, and monitor seamlessly.
Documents
Processes
Continuous Improvement
Competencies
Increase operational efficiency by integrating processes, managing projects, and analyzing risks in your operation.
Optimize asset performance and reduce unplanned downtime
Increase productivity with a focus on sustainability
Integrate systems and overcome legacy technology challenges
Ensure compliance and efficiently manage complex projects
Transform AEC management: streamline processes, reduce risks, and boost productivity.
Processes
Documents
Recruitment and Selection
Risk Management
Maximize efficiency in risk management and ensure compliance with AI-powered insights and complete cloud-based document traceability.
Identify and mitigate potential risk issues
Accelerate your customer service, analytics, and credit decision processes
Visibility into document validation, historical records, and audit trails
Expansion driven by business strategy alignment
Simplify processes, improve satisfaction, and meet food standards such as FSSC 22000.
Digitally transform your production and integrate processes
Ensure compliance with efficient document management
Streamline and strengthen your audit management
Proactively manage risks and protect your brand
Optimize healthcare: standardize procedures, optimize resources, and ensure compliance.
Quality
Electronic Recordkeeping
Competencies and Training
Medical Assets
Ensure FDA/EMA compliance and accelerate innovation with SoftExpert’s Integrated Pharmaceutical Platform.
Unify quality, document and training management
Release new drugs on time while staying within budget
Gain complete and easily accessible traceability across your production chain
Get real-time insights into factory and quality system performance
Simplify regulatory compliance and post-market surveillance
Turn data into productivity, reduce downtime, and boost efficiency, quality, and profits.
Automated Processes
Performance
Documents
Environment, Social, and Governance (ESG)
Increase efficiency, foster collaboration, and comply with ISO 14001/45001 standards.
Processes
Assets
Projects
Environmental, Social, and Governance
Revamp processes to deliver exceptional citizen support more efficiently
Documents
Processes
Shared Services Center
Risk and Governance
Increase operational efficiency, reduce inventory costs, and improve product management.
Corporate Performance
Suppliers
Customer Relationship
Environment, Social, and Governance
Empower agility, boost project profits, digitize, and scale productivity to new heights.
Automated Processes
Performance
Documents
Projects
Boost innovation, streamline processes, and comply with ISO 27001, ISO 9001, ISO/IEC 27001, ISO 27701, ISO 37001 and ISO 37301 standards.
Shared Services Center
Infrastructure and Equipment
Risks
Training
Optimize inventory, streamline maintenance, ensure safety, and boost productivity.
Processes
Assets and Maintenance
Health, Safety, and Environment
Customer Service
SoftExpert IDP
Our Intelligent Document Processing (IDP). Transform complex documents into relevant data with just a few clicks.Cloud Computing
Accelerate digital transformation with the use of Cloud solutionsConsulting and Implementation
Consulting, Implementation, Optimization, and Mentoring ServicesCustomization Services
Maximize Benefits with Expert Customization: Tailored Solutions for Enhanced SoftExpert Systems PerformanceIntegration
Integration services integrate SoftExpert solutions with other applicationsOutsourcing
Achieve your business goals with specialized and personalized supportProcess Automation
Automate Your Company's Routine Processes and ActivitiesService Hours Package
Streamline Your Support with SoftExpert's Flexible Service Hours PackSupport
Comprehensive Support for Seamless Transformation: SoftExpert's End-to-End Solutions for Every BusinessValidation
Achieve Regulatory Compliance and Cost Efficiency: SoftExpert's Validation Services for Electronic SystemsTraining
Corporate training focused on results and solutionsStore
Discover how to improve your SoftExpert product experience by exploring the exclusive solutions and services in our store.Blog
The SoftExpert Blog shares knowledge, concepts and solutions for excellence in management.ROI Calculator
Discover the impact of digital transformation on your business! Use our ROI Calculator and see your return on investment in just a few minutes.Events
Catch up the latest SoftExpert Events on management, compliance, technology, quality and much more!Success Cases
Discover how organizations from different sectors are driving Digital Transformation through SoftExpert solutions!Features
eBooks, White papers, Videos and more. Our expertise is yours.Corporate demo
Explore our solutions with this corporate demo, see how we've helped thousands of companies like yours achieve their goals.Glossary
Here you will find the most important terms and concepts for managing your business, categorized by industries, standards, and solutions.Language:
🇺🇸 English
🇧🇷 Portuguese
🇪🇸 Spanish
🇩🇪 German
🇫🇷 French
🇮🇹 Italian
🇹🇷 Turkish
Registration update times were reduced by 70%, decreasing from hours to just minutes
The implementation of SoftExpert IDP, leveraging artificial intelligence and machine learning, has automated data extraction
SoftExpert Suite was easily integrated with other tools such as ERP, RPA and Power BI.
As one of Brazil's largest financial cooperatives, Sicoob Cocred has celebrated 55 years of successful operation. It currently serves nearly 76,000 members, including individuals and businesses across various sectors. The cooperative's equity stands at R$ 1.5 billion, a milestone achieved by few institutions in the country. Its service network expands annually, now comprising 42 branches. With assets of approximately R$ 12.5 billion, Sicoob Cocred also boasts one of the largest loan portfolios among cooperatives, totaling R$ 8.9 billion, underscoring its commitment to fostering business growth and job creation while contributing to national economic development.
Using artificial intelligence and machine learning, SoftExpert IDP quickly transforms complex documents into relevant data, streamlining critical processes with just a few clicks
Sicoob Cocred, one of Brazil's largest financial cooperatives, has transformed its record update process, achieving a remarkable 70% reduction in processing time using SoftExpert IDP, which employs artificial intelligence and machine learning to convert complex documents into actionable data.
Previously taking hours or even days, record updates can now be completed in under 30 minutes, allowing teams to concentrate on strategic initiatives.
In just three months, document processing capacity has tripled, with over 7,500 documents processed accurately. This optimization not only enhances operational efficiency but also strengthens Sicoob Cocred’s commitment to better serve its members securely.
The financial sector grapples with vast amounts of data daily, necessitating precise and secure processing of documents, records, tax returns, contracts, and vouchers. Sicoob Cocred's significant information flow poses compliance challenges that demand accuracy, with no margin for error affecting data integrity or member experience.
SoftExpert stands out by integrating BPM (Business Process Management) solutions and IDP (Intelligent Document Processing). This combination automates record updates, significantly reducing processing time and errors, ensuring compliance with sector regulations and enhancing member experiences.
Integrating RPA (Robotic Process Automation) with the SoftExpert Suite has further improved efficiency and accuracy. By automating repetitive tasks, staff can focus on more strategic activities. This synergy boosts agility and transparency in data management, fostering a collaborative work environment.
This combination has not only increased agility and transparency in data management, but has also enabled the institution to optimise its operations, ensuring that the team works more collaboratively and effectively.
As Sicoob Cocred expands—now present in 35 cities in São Paulo and Minas Gerais with 76,000 members—it faces operational challenges associated with growth.
Annual record updates, crucial for efficient operations and member security, became increasingly complex. Until early 2024, this process was manual, with updates for intricate records like income tax returns taking hours or even days, particularly for members with multiple assets.
To tackle these challenges, SoftExpert has implemented IDP (Intelligent Document Processing), starting with the need to unify the updating of various file types. The collaboration between Sicoob Cocred's registration and IT teams and SoftExpert was key to this initiative.
Ademir Carota, Sicoob Cocred's Administrative Director, emphasizes that the registration update involved a complete overhaul focused on efficiency. "When we began working with SoftExpert, we knew the transformation needed to extend beyond simple automation. We aimed to create a smarter workflow that would truly impact the entire business. This vision became the foundation of the project, unifying previously fragmented processes and delivering the efficiency we sought."
IDP surpasses traditional OCR (Optical Character Recognition) by utilizing machine learning and AI to interpret complex documents. It extracts text, classifies data, and recognizes contexts, particularly for documents like the Declaration of Assets and Rights in Income Tax, which often lack a fixed pattern. This adaptability is vital, as this information constitutes a significant portion of the data needing updates.
By integrating IDP with the BPM platform, SoftExpert automates the reading and extraction of data from member documents. Information once entered manually is now captured and processed intelligently, allowing staff to focus on strategic tasks and enhancing operational efficiency.
In practice, IDP analyzes data from images or PDFs, automatically extracting key information such as names, CPF numbers, and amounts, then entering it into the management system to eliminate manual data entry. The system learns from new document types, continually improving its efficiency. This approach has led to substantial time savings and error reduction, enabling Sicoob Cocred to process large volumes of documents quickly.
The results of this transformation were immediate. In just three months, Sicoob Cocred processed more than 7,500 documents, tripling its processing capacity. The time taken to update registration data was drastically reduced from days to less than half an hour.
Beyond numbers, automation has delivered intangible benefits such as enhanced data security, improved compliance, and an overall better member experience.
"In our business model, the member is always at the centre of everything we do, and with SoftExpert's help we can do this more effectively and offer a better and more transparent experience," explains Carota.
As Sicoob Cocred continues its digital transformation, it sees opportunities to automate additional processes, implement innovative solutions like ESG and GRC, and increase the use of the Project Management module for a more efficient and sustainable future.
Sicoob Cocred is poised for ongoing innovation. Interested in how this technology can transform your business? Contact SoftExpert and discover ways to enhance your operational efficiency.