• CLIENT SUCCESS

Document Management Solutions

All Trans Financial Services

Under the motto “We’ll Go the Distance”, All Trans Financial Services has fulfilled its mandate as a Credit Union to provide superior service to its members and stakeholders. Much like all financial institutions and credit unions, governance is a vital component of day-to-day operations for All Trans Management and Staff. Managing and disseminating documents for the Board and a total of six committees with annual, quarterly and monthly meetings proved to be tedious, contributing to unnecessary overhead.

A cloud-based solution was the obvious answer.  With WebPal Cloud Server, All Trans was able to:

  • Provide online access to board materials to all members at any time
  • Address nagging risk mitigation concerns related to on-site storage
  • Fully integrate public documents with its public-facing web presence
  • Achieve concise activity log and audit capability
  • Comply with PIPEDA privacy requirements
     

​Deployment was a breeze – after a one-time upload of existing document files to the WebPal Cloud, All Trans staff could immediately start sharing and organizing meeting documents through the online WebPal portal.

WebPal allows us to put documents, reports and correspondence in the hands of our directors almost instantaneously, creating a more efficient operational environment,” says Mike Alexander, CEO, All Trans. “Accessible from anywhere, the WebPal Document Manager has been a vital component to our workflow. It has not only given us peace of mind but has saved substantial administration time. With Palomino’s friendly support and service I would recommend WebPal DM to any organization looking for secure cloud storage solutions.

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