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How to Implement IT Service Management that Supports Your Company's Strategy and Objectives
DownloadInnovation management - how to ensure competitiveness and sustainability in your business
DownloadWith 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
"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
"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
"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.
"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.
"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.
"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
"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.
"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.
"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.
"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
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
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Automate processes, ensure compliance, and speed up product release cycles.
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Empower agility, boost project profits, digitize, and scale productivity to new heights.
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Optimize inventory, streamline maintenance, ensure safety, and boost productivity.
Enterprise
Language:
🇺🇸 English
🇧🇷 Portuguese
🇪🇸 Spanish
🇩🇪 German
🇫🇷 French
🇮🇹 Italian
🇹🇷 Turkish
What used to be handled through email is now fully automated, seamlessly connecting branches, credit teams, and approval workflows.
The new system applies predefined rules to approve member credit cards automatically. If further evaluation is needed, applications are instantly routed to approval committees.
SoftExpert Suite replaced a legacy system, centralizing over 10,000 digital documents and reducing access and retrieval times to just seconds.
As one of the fastest-growing financial cooperatives in Brazil’s thriving Mato Grosso region, Primacredi CrediSIS has been driving economic growth since 1990. Today, with a presence in 52 cities and over 22,000 active members, the cooperative manages a credit portfolio of nearly $290 million USD—empowering local businesses and communities like never before.
As one of the fastest-growing financial cooperatives in Brazil, Primacredi CrediSIS has been driving economic growth since 1990. But with expansion came the need to modernize internal processes. To boost agility, efficiency, and service excellence, the cooperative turned to technology as a key driver of digital transformation. The goal? Streamline operations, improve traceability, and support long-term growth.
Rapid expansion brings complexity. To sustain its momentum and continue delivering top-tier financial services, Primacredi CrediSIS knew it was time to upgrade its internal processes. The answer? A bold digital transformation strategy powered by SoftExpert Suite.
When Elizabeth Carvalho joined Primacredi CrediSIS as a Process Specialist, SoftExpert Suite had just been implemented. With her deep expertise in the platform, she quickly saw its potential to enhance efficiency and drive innovation across core business operations.
"When I joined, the system was still in its early stages, and the cooperative needed someone to lead the project. I believed in the tool's potential and knew that with the right approach, we could turn our business operations into a model of efficiency and innovation," says Carvalho.
In just two years, SoftExpert Suite has digitized over 40 processes at Primacredi CrediSIS, bringing major improvements in efficiency, speed, and traceability. Automation has not only reduced errors and processing times but also provided better control and transparency, benefiting both cooperative members and internal teams.
Key Achievements:
From email to automation - credit approvals are 80% faster: what was once handled through email is now fully automated, connecting branches, credit teams, and approval workflows seamlessly. This shift reduced approval times by 80%, improving the member experience significantly. Additionally, an integration with the state Department of Motor Vehicles (Detran) was added, enabling automated vehicle-backed loan approvals and eliminating manual errors and extra fees from data entry mistakes.
Effortless card requests: AI-Powered decisions in seconds: the new system automatically applies predefined rules to approve member credit cards. If further review is needed, applications are routed to approval committees. Once a credit limit is set, documents are digitized and stored in SoftExpert Suite, reducing manual tasks and ensuring efficient record-keeping.
Next-Level document management: 10,000+ files: SoftExpert Suite replaced a legacy system and centralized over 10,000 digital documents, reducing access and retrieval times to just seconds. Meeting minutes, once manually recorded, are now generated automatically, boosting productivity and reducing errors. The cooperative also digitized branch cash flow records using OCR (Optical Character Recognition) technology, speeding up searches and eliminating the need for physical storage.
Audits: real-time monitoring & simplified compliance: internal audit management has undergone a major transformation. What used to be tracked with spreadsheets and emails is now automated, with real-time monitoring and action plans generated through workflows. This change has enhanced efficiency, transparency, and compliance oversight.
Sponsorship management optimization: a new structured sponsorship approval matrix was introduced, making resource allocation clearer. This improvement has strengthened financial oversight, allowing for better tracking of sponsorship funds and more strategic decision-making.
With over 40 new automation projects lined up, Primacredi CrediSIS is not slowing down. By embracing SoftExpert’s cutting-edge technology, the cooperative is setting new benchmarks in financial services—delivering faster, smarter, and more reliable solutions to its growing community of members.