EI and Meridio partner to create powerful Microsoft based compliance solutions
EI, a leading software solutions provider, today announced a new partnership with Meridio Inc., a document and records management (eDRM) software provider. Together, EI and Meridio will deliver solutions that help organizations manage risk related to compliance and information management delivered on the Microsoft platform. "With increased levels of corporate governance and compliance required by legislation such as Sarbanes Oxley (Canada's Bill 198), privacy regulations such as PIPEDA, and regulatory agencies such as the SEC, records management is at the forefront of the corporate agenda," said Lawrence Alexander, vice president, sales at EI. "Meridio eDRM is the best solution for organizations that have invested in a Microsoft infrastructure, and EI provides a practical and cost effective approach to put the solution in place."
Through this partnership, EI will leverage its significant business and technical experience in enterprise content collaboration and integration to deliver state-of-the-art compliancy solutions built on the Microsoft Windows and Microsoft Office System. Meridio's flagship product, Meridio 4, brings records management capability and massive scalability to desktop networks that utilize Microsoft Office SharePoint Portal Server 2003.
EI will be incorporating Meridio eDRM into both horizontal and industry-specific solutions to be marketed through EI, Microsoft, and Meridio. The core solution revolves around company -specific compliance guidelines where EI can quickly deploy workflow and records management solutions utilizing Meridio and Microsoft technologies. EI is also offering a messaging compliance framework that oversees records management regulations for creation, storage, archival, and deposition of both public and private corporate email and instant messages.
"We have identified EI as a go-to partner in Toronto to build industry-specific compliance solutions on top of Microsoft and Meridio technologies," said Patrick McGartland, vice president, business development with Meridio. "We look forward to working with Microsoft and EI to deliver these solutions to Canadian customers who wish to add value to their Microsoft investment."
"Eidenai, with its expertise in enterprise content collaboration and integration, and Meridio, with its expertise in records management, bring a collective wealth of expertise developing solutions based on the Microsoft Office System platform," said Sanjay Manchanda, group product manager of Information Worker Server Marketing at Microsoft Corp. "Their partnership will offer doubtless benefit to customers in the financial services, manufacturing, government, retail and telecommunications sectors who want to take advantage of Microsoft's portal platform."
About EI
EI is a software solutions firm that focuses on enterprise content integration and collaboration, business process automation and application integration. A Microsoft Gold Certified Partner, EI employs its proven methodologies and rich experiences to drive business results for medium to large sized enterprises across several industries including financial services, manufacturing, public sector, retail and telecommunications. With a focus on understanding and meeting business needs, and on delivering business results fast, EI offers both custom and pre-packaged software solutions. Additional information on EI can be found at http://www.eidenai.ca
Summary: ...Eisner Case Study. Case Study Industry Accounting Challenges ■ Improved compliance with SEC, NASD and Sarbanes-Oxley regulations for records management and retention ■ Eliminate problems associated with paper documents such as out-of-control storage costs and productivity bottlenecks ■ Ineffi cient...
Summary: ...its internal and external channels. Now the company can launch worldwide marketing campaigns simultaneously in all countries. For product launches, Avaya is able to deliver a wealth of product-related content, globally, at the time of launch, irrespective of customer, partner, or employee location. Most...
Summary: ...and other departments • Ensures the organization is compliant with industry standards and legislation such as FOI and its own internal regulations • The Cabinet Office now conforms to Government guidelines for the storage management and disposal of electronic documents • Employees spend less time...
Summary: ...a unique technical architecture integrating high-end mainframe technology. A standard browser is used to search, retrieve and display documents, using a customised version of the Meridio retrieval client. In order to meet Lloyds TSB’s workflow requirements, Meridio and Fujitsu worked in partnership...
Summary: ...has brought structure and order to the way documents are stored; Paper documents are easily scanned and stored in Meridio Meridio ensures the organization is compliant with industry standards and legislation and its own internal regulations; Significant time is saved by not having to search, copy and...
Summary: ...Autonomy Meridio: Extract Technology Case Study. The Benefits Ensures the organization is compliant with industry standards and legislation related to CE markings and its own internal regulations Sales, Engineering, Testing and Commissioning staff have the ability to save electronic project documents...
Summary: ...systems. The Benefits • Ensures the organization is compliant with industry standards and legislation related to CE markings and its own internal regulations • Sales, Engineering, Testing and Commissioning staff have the ability to save electronic project documents including email into the electronic...
Summary: ...is fully integrated with the reengineered loans and mortgage processes Delivers improved security of content controlled to individual items Ensures the organization is compliant with relevant industry standards and legislation and its own internal regulations Hipotēku Banka has been able to reduce paper...
Summary: ...same workspace they use to access complete engagement content. Automating Retention to Aid Compliance In addition to improving effciency, WorkSite helps HKMP adhere to regulations such as Sarbanes-Oxley and industry requirement for work papers to be locked down 60 days after a statement is issued. Metadata...
Summary: ...this strategy to work, the two locations must always be perfectly synchronized, reflecting search engine, portal and personalization updates—no small task, in an environment that includes both rich content and dynamic applications including a Provider Portal and “My Well Being” member portal. Originally,...
Summary: ...portal enables flexible yet consistent local authorship • A web-based application by Earthbound Media Group (EMG) helps users quickly locate brand assets and guidelines via a business-driven workflow • Non-technical users are empowered with sophisticated digital asset management capabilities • The...
Summary: ...W. Baird & Co. (Baird), a leading wealth management firm, has significantly enhanced its operational efficiency and employee productivity with the implementation of Autonomy Process Automation. Baird is an employeeowned, international wealth management, capital markets, private equity and asset management...
This is a small selection of the Autonomy case studies available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...and the continued use of records management in the organization. The combined SharePoint™ Portal Server and Meridio RM provide a new platform on which to build collaborative business environments that support both internal and external business applications. Both SharePoint™ Portal Server and Meridio...
Summary: ...its partnership with Meridio, Microsoft® can offer a comprehensive web-based portal environment to support collaboration, document management and records management. This environment is SharePoint™ Portal Server, and its records management component, Meridio, already has the approval of The National...
Summary: ...Cardiff LiquidOffice Mobile for BlackBerry. The LiquidOffice Process Designer is a graphical design application that allows business users to quickly and logically map the fow of a particular forms process with little or no coding required. The System Developed in partnership with RIM, the LiquidOffce...
Summary: ...Managed Service Provider Program Product Brief. POWER PROMOTE PROTECT Managed Service Provider Program A Partnership That Strengthens Your Business Through Value and Profits Autonomy's Managed Service Provider (MSP) Program enables partners to increase revenues, decrease operational costs, and add value...
Summary: ...Analysis and Technical Consulting are available to Meridio Customers and to Partners who wish to hire subject matter experts to augment their eDRM delivery team. Our delivery methodology is flexible to handle supplementing a Partner’s delivery team or if Meridio has prime responsibility for the customer...
Summary: ...Centera Compliance Edition Plus facilitates compliance with regulatory requirements. Whether you need to comply with SEC Rule 17a-4, 21CFR Part 11, HIPAA, Sarbanes-Oxley, GoBs, DoD 5015.2, or any of the hundreds of other regulations and standards, Centera Compliance Edition Plus provides the advanced...
Summary: ...to ensure ongoing compliance with internal corporate governance policies and procedures as well as externally mandated laws and regulations, including: • COBS 11.8 • Sarbanes-Oxley (SOX) • SEC 17a-4 • FINRA/NASD 3010 • HIPAA • The Data Protection Act • The USA PATRIOT Benefits: • Consolidated...
Summary: ...legal professionals with unprecedented policy level control over valuable corporate information assets that are ordinarily transitory, enabling ongoing compliance with corporate governance policies and externally mandated regulations including: • Sarbanes-Oxley • SEC 17a-4 • NASD 3010 • HIPAA...
Summary: ...Microsoft SharePoint client • Internet Explorer client • Smart client support • Reporting with Microsoft SQL Reporting Services √ √ √ √ √ Certification and Compliance • DoD 5015.2 Certification (Section 2 and 4) • Enables Sarbanes Oxley Compliance • UK National Archive • MoReq...
Summary: ...Meridio 5 0 Release Summary. Classes and folders at the same level Meridio 5.0 is enhanced to allow classes and folders to co-exist at the same level in the fileplan. Other Significant Enhancements Language Packs Meridio 5.0 incorporates Language Packs into its localization strategy. Language Packs bring...
Summary: ...methods to initiate the application process for new accounts. But ongoing pressures—to cut costs, become compliant with regulations, and retain and attract clients in an increasingly competitive market—are driving a new breed of account opening practices across the industry. At the forefront of this...
Summary: ...WorkSite, considered the Gold Standard for document management in the legal industry, delivers document management functionality, such as check-in/check-out, version control, search, and categorization. WorkSite also provides tightly integrated team collaboration, e-mail management, portal access, business...
This is a small selection of the Autonomy Product Briefs available, please visit our publications site at http://publications.autonomy.com/ for more information.
Summary: ...comparison. By Jack Halprin, Esq. Vice President, eDiscovery and Compliance, Autonomy, Inc. Current Regulations Even before the crisis, financial institutions were subject to extensive oversight and compliance regulations from organizations including the SEC, FSA, and MiFID. This is in addition to the...
Summary: ...tend to revolve around privacy, customer complaints, and fair lending practices with close oversight from the SEC and Federal Financial Institutions Examination Council (FFIEC). • Real estate businesses are subjected to strict regulation enforcement and are required to retain all listings, including...
Summary: ...memoranda and correspondence in conformity with all applicable laws, rules, regulations and statements as prescribed by SEC Rule 17a-3 and in a format, medium and retention period that complies with SEC Rule 17a-4. 5. The Sarbanes-Oxley Act of 2002 (also known as the Public Company Accounting Reform and...
Summary: ...Challenge or Opportunity? Compliance in the Financial Services Industry White Paper. The reforms brought together nine regulators into a single body, the Financial Services Authority, which formally acquired its full range of powers in late 2001. Existing FSA regulations govern the way firms selling products...
Summary: ...governance rules, regulations and standards for publicly traded companies; other regulations such as the Healthcare Information Portability and Accountability Act (HIPAA), Gramm-Leach-Bliley, Basel II and the USA Patriot Act bring new requirements of their own to various markets and industries. While...
Summary: ...organizations there is a view that SOX is fundamentally a set of regulations that have to be complied with and provided IT Directors and CIOs ‘check the various boxes’ SOX compliance is assured. This is a perilous position because SOX is different from other forms of regulations in a number of ways:...
Summary: ...providing greater security for information through encryption in transit and in storage. Regulations make no exceptions about where server data resides. Beyond data privacy obligations, there are additional regulations governing disaster recovery (DR) and business continuity requirements. The Sarbanes-Oxley...
Summary: ...US alone, the Better Business Bureau has generated a list of 34 Federal and State privacy rules and regulations. Some of the more familiar ones are: Gramm-Leach-Bliley (GLB) Act — requiring financial institutions to protect customers’ non-public personal information SEC Rule 17a — laws for broker-dealers...
Summary: ...following headings: • Improved management of unstructured data (be they paper and / or electronic) in ways to meet compliancy of regulation and law • Improved Email management in ways to meet compliancy • Improved access to information • Faster information retrieval • Increased control of information...
Summary: ...The 4 Keys: Core Competencies to Winning the Compliance and Audit Game. Sec 1101-1107: Criminal penalties for willing destruction, alteration, or falsification of records. • Identify reason for collecting personal info & obtain consent. • Limit personal information collected & retain only as long...
Summary: ...function in this hypersensitive era may be even more problematic. Government officials who were never much a concern, such as state attorney generals, are now at the forefront. Regulators are actively looking for companies to “enforce.” The outrageous quantity of documents created by the company each...
Summary: ...records compliance, retention period requirements, litigation preparedness, and related issues. The US Sarbanes-Oxley Act, the Freedom of Information Act, the US and UK Rules of Civil Procedure, as well as other laws and regulations have created new concerns among C-level leaders. These concerns are driving...
This is a small selection of the Autonomy White Papers available, please visit our publications site at http://publications.autonomy.com/ for more information.
Related Case Studies
Find us on Facebook
Follow us on Twitter
See us on YouTube
Find us on LinkedIn
