Case Study of Prevail Bank | EO Johnson

The Challenge

Prevail Bank faced significant challenges accessing and sharing information from over 3,600 loan files stored as hard copies across offices in Northern and Central Wisconsin. Limited space, the inefficiency of moving paper, and the need to modernize prompted the bank to consider a digital transformation. While scanning records internally seemed feasible, it raised logistical concerns around equipment, staffing, consistency, and project management. Security was paramount due to the sensitive nature of the documents, and any solution needed to ensure accurate, seamless integration into their FiServ Director system.
The Solution

The process started with a meeting to establish goals and objectives for the project. Understanding the needs and expectations was essential in designing an approach that would produce positive results and would not be disruptive to the customers of Prevail Bank. In-depth site surveys were conducted at each location to determine the total scope of work. Test processing was completed on sample documents with the data successfully imported into the FiServ Director system. Prevail Bank was able to provide a database listing all loans. This fully automated the indexing process, and enabled EO Johnson to confirm that all files received were successfully processed.

Prevail’s Chief Credit Officer stated, “It was simple, unexpectedly simple. What they could offer, it made sense.” Boxes were delivered by EO Johnson to each location with Prevail Bank staff packaging and taking inventory of each loan file. Nearly 170 total boxes were securely transferred to EO Johnson’s secure document scanning office for processing. Accessibility to records was always maintained. “If we needed something, they would send it to us. They were so fast about that. Faster than we could have even anticipated” added the Chief Credit Officer.

Seamless Integration

The completed project resulted in 137,701 total images that were able to be seamlessly imported into the FiServ Director system.
Better Customer Experience

Access to information is much more efficient at all Prevail Bank locations, resulting in a higher level of service for their customers.
Enhanced Document Security

All loan information is now preserved and protected as part of their regular data backup procedures.
Freed-Up Space

Office space once occupied by these paper records has now been reallocated to fulfill other needs.

“We knew we needed to go digital and modernize our loan document files but were nervous to coordinate such a large scanning project across our six locations. However, the scanning team at EO Johnson Business Technologies made the process extremely easy and efficient. They worked with us to really understand what we wanted and took time to design a project that achieved our desired end result.”

Chief Credit Officer
Prevail Bank