DiscoverShared Insights: The Podcast from Upland BA InsightPatrick Rochel saves time, increases agility by going paperless at major financial services firm
Patrick Rochel saves time, increases agility by going paperless at major financial services firm

Patrick Rochel saves time, increases agility by going paperless at major financial services firm

Update: 2018-11-14
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Patrick Rochel serves as SharePoint Solution Architect at a major global financial services firm. He joins us today to share the story of transformation. In the wake of a legacy of paper, two years ago their CEO made an announcement: it was time for the company to go paperless.


Over 18 months, Patrick and his team worked to ingest mountains of paper and in that time brought 80% of the company’s records online. He shares the story of the project, the platforms, and the BA Insight software that helped his company bring their content repository into SharePoint and beyond.

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Patrick Rochel saves time, increases agility by going paperless at major financial services firm

Patrick Rochel saves time, increases agility by going paperless at major financial services firm

BA Insight