文檔案例管理市场 - COVID-19 的增长、趋势、影响和预测（2022-2027 年）

文檔案例管理市场预计在预测期间（2022-2027 年）以 15.2% 的复合年增长率增长。

随着企业意识到他们需要这些工具才能在市场中生存，对文檔扫描服务和云文檔管理软件的总体需求不断增加。

主要亮点

• 文件案件管理市场受到了处理案件和尽量减少潜在错误的操作程序效率日益低下的巨大而积极的影响。通过将电子表格和扫描的文檔附加到电子邮件中并将它们混乱地存储在各种磁盘驱动器上，许多公司已经实现了数字化并摆脱了纸质纸张。然而，这样的数据管理在冗余、不准确、丢失、安全方面可能存在问题，并且可能导致浪费时间。在此背景下，对案件管理的需求不断增加，有望加速和提升传统企业运营的完整性。
• 此外，网络攻击造成的数据丢失可能会给企业造成数百万美元的损失。一些文檔级别的数据丢失是由内部威胁引起的。公司越来越注重通过具有内置安全性的文檔案例管理来减少漏洞，以防止这些损失和攻击。
• 文檔案例管理解决方案通过提供一个活跃的内容架构，让任何公司都能整合信息、流程和人员。案例管理应用程序也广泛用于 BFSI 领域，并正在推动市场扩张。我们还依靠案例管理解决方案来改进我们的信用卡争议解决流程。此外，还用于汽车保险等保险理赔。几个案例研究证明了业界对该解决方案的接受度。
• 例如，IBM Business Process Manager 为信用卡发卡银行提供了一个案例管理应用程序，用于处理信用卡争议，从而提高案例工作者的效率。 IBM Business Process Manager 还可以提供用于管理和创建汽车保险索赔的应用程序。该系统通过整合索赔和申报者均可访问的相关数据，使分析师能够有效、迅速地处理和解决索赔。
• 市场见证的最重大挑战之一是实施挑战，这通常与定制解决方案以实现和满足组织的 ROI 目标以及从旧系统迁移有关。.
• 此外，COVID-19 大流行暴露了依赖纸质文檔的弊端，促使人们转向远程工作。文檔案例管理软件已成为企业应对大流行的重要组成部分。随着经济的复苏，这些技术使企业能够更好地适应远程工作者。大流行突出了数字化转型的必要性，并加快了各种业务的进程。这些因素使文檔案例管理在包括金融机构在内的多个行业中得到更广泛的应用。

主要市场趋势

BFSI 拥有重要的市场份额

• 在银行、金融服务和保险 (BFSI) 行业，每笔交易都很重要。该行业使用的技术必须高度可靠，才能跟踪和管理成本、销售、供应和员工。金融机构正在优先采用文檔管理系统 (DMS) 和企业内容管理 (ECM) 系统，以保存所有经济事件和活动的安全记录。银行尤其面临越来越大的压力，需要确保所有用户和业务相关数据的安全，同时确保交易的准确性和完整性。在技□□术投资方面具有巨大发展潜力的银行业也因此成为投资DMS等IT基础设施组件的重要市场。
• 儘管数字文檔管理得到了发展，但许多传统金融业务继续将内部和外部通信存储在纸上。此外，使用过时的 DMS 软件存储重要文檔可能会导致无法访问。根据 Eversign 的说法，70% 的办公室垃圾是来自文件、印刷品、表格等的纸张。这表明许多工作场所，尤其是 BFSI 部门，仍然高度依赖纸张。然而，由于工作场所对纸张的高度依赖，很可能会出现对重要文件的管理不善，对 DMS 的需求显着增加，增加了预测期内的市场增长机会。
• 由于银行每天进行大量交易，因此需要提高文书工作和交易记录保存的实用性。使用合适的 DMS，银行可以降低管理和分发报表、信件和其他文件的成本和处理时间。 DMS 的其他好处包括维护电子审计跟踪、无缝合规、增强银行工作流程和减少纸张使用。 2021 年 9 月，印度银行庆祝其成立 116 週年，推出了多项数字服务和具有增强的安全性、备份和灾难恢復能力的 DMS。
• 银行公司可以通过有效使用案例管理软件来自动化各种业务流程。传统银行业的案例管理非常注重以客户为中心的问题解决。关于费用和客户服务问题的衝突很常见。随着技术的进步和银行的接受，银行的案例管理范围也因此显着扩大。
• 联邦存款保险公司的数据显示，截至 2022 年 6 月，摩根大通是美国最大的银行，市场份额约为 25%，其次是银行总资产的 17.8%，美国银行和花旗银行分别为 12.55%。 2021年，摩根大通总资产将超过3.3万亿美元。这样一来，随着银行整体市场份额的上升，对公文案件管理的需求也会随之上升，有望带动市场增长。

预计北美将占据很大的市场份额

• 在预测期内，北美将成为云支持最多的地区。这主要是由于对基于云的服务的需求不断增长，这也可能推动基于云的安全文檔案例管理服务的增长。
• 此外，在《统一电子交易法》(UETA) 和《国际商务电子签名法》(E-SIGN) 等政府举措的推动下，在所有交易中使用电子签名对市场产生了重大影响需求.正在发挥此外，美国-墨西哥-加拿大协议等数字贸易协议正在大力推动公共部门的文件案例管理。
• 另一方面，移民是加拿大整体劳动力扩张的主要贡献者。移民约占加拿大总人口增长的 75%。移民在填补医疗保健等行业严重的劳动力短缺、创造就业机会、推动经济增长和丰富加拿大社区方面发挥着重要作用。 2021 年预算将在五年内投资约 4.289 亿美元（剩余 3.985 亿美元），用于建立和交付全公司范围的数字平台，以取代 IRCC 过时的全球案例管理系统。
• 此外，该地区正在发生各种重大发展，这也扩大了市场增长机会。例如，2022 年 3 月，加强协作并协助公司实现信息管理数字化的 ELO Digital Office USA 透露，Hopsteiner 已实施 ELO ECM Suite 用于文檔和内容管理。 Hopsteiner 使用 ELO 来自动化财务、会计、采购和运营等业务线中的文檔管理。
• 此外，2022 年 4 月，位于佛罗里达州的强大且完全集成的法律案例管理系统 SmartAdvocate 在《国家法律杂誌》的 2022 年最佳案例中获得 2 个类别和 1 个亚军。被选为法律案件管理系统 SmartAdvocate 旨在满足当今快节奏、技术要求高的世界的需求。

竞争格局

各种全球公司主导市场，但新的参与者也在进入市场。这主要是由于对文檔管理的需求不断增长。大多数公司主要专注于技术创新，以保持整个市场的竞争力。

• 2022 年 4 月 - 法律软件提供商 Paradigm 宣布收购 LollyLaw，后者是一家主要为律师事务所提供基于云的实践管理解决方案的提供商。通过此次收购，Paradigm 承诺提供一流的法律案件管理软件。 LollyLaw 为时间和计费、摄入、文檔管理、日历和客户门户提供直观的单一平台。
• 2021 年 11 月 - 中型私募股权公司 Gemspring Capital 宣布，其关联公司已收购 Ains Inc. (Ains) 的多数股权，该公司是专门为政府客户提供案例管理软件和 IT 服务的提供商。它已经获得

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 研究假设和市场定义
• 调查范围

第2章研究方法

第 3 章执行摘要

第 4 章市场动态

• 市场驱动力
  • 越来越需要保护敏感数据并防止数据丢失
  • 每个频道对改进归檔内容的需求不断增加
  • 不断努力推动工作场所的数字化
• 市场製约因素
  • 从旧系统芯片迁移
  • 由于定制，引入困难
• 文檔案例管理构建块和主要应用程序
• 评估 COVID-19 大流行对市场的影响

第 5 章市场细分

• 按类型
  • 解决方案
  • 按服务
• 按最终用户行业
  • BFSI
  • 医疗保健
  • IT/通信
  • 公共机构
  • 其他最终用户
• 地区信息
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲

第 6 章竞争格局

• 公司简介
  • Cleardata Group
  • Information Capture Solutions
  • C21 Data Services
  • Data Entry India
  • Data Entry BPO Services
  • Newgen Software
  • ALTECiSys Limited
  • Pearl Scan Solutions Ltd
  • Abbyy UK Ltd
  • InfoTech Scandinavia AB
  • Adreno Technologies India Pvt. Ltd.
  • Social Solutions

第7章 投资分析

第8章 市场机会与将来动向

The document case management market is expected to witness a CAGR of 15.2 % throughout the forecast period (2022 - 2027). The overall demand for document scanning services and cloud document management software is growing consistently as businesses realize they need these tools to survive within the market.

Key Highlights

• The document case management market has been dramatically influenced positively by the growing inefficiency of business procedures to handle cases and minimize potential errors. By attaching spreadsheets or scanned documents to emails and storing them on various disk drives in random, disorderly ways, numerous firms have made tremendous progress toward digitization and away from physical papers. All the procedures above may waste time since bad data management results in redundant, inaccurate, lost, and insecure documents. These considerations fuel the demand for case management, which is anticipated to hasten and strengthen the integrity of conventional company operations.
• Moreover, data loss due to cyber-attack can cost businesses millions of dollars. Internal threats are a factor in some data losses at the documentation level. Companies are increasingly focusing on lowering vulnerabilities through document case management, which has built-in security to prevent these losses and attacks.
• A document case management solution enables any firm to integrate information, processes, and personnel by supplying an active-content architecture. Case management applications are also widely used in the BFSI sector, fuelling the market's expansion. In addition, the improvement of credit card dispute resolution procedures depends on case management solutions. It has further utilizations in insurance settlement claims, particularly for auto insurance. Several case studies demonstrate the solutions' expanding industry acceptance.
• For instance, IBM Business Process Manager provides credit card issuing banks with a case management application for handling credit card disputes, which boosts caseworker effectiveness. The IBM Business Process Manager can also give an application for managing and creating auto insurance claims. The system enables the analyst to process and resolve claims effectively and rapidly by integrating relevant data accessible to both the claim and the submitter.
• One of the most crucial challenges witnessed by the market is the transition from legacy systems as well as the implementation challenges, which are well associated with customizing the solution to meet and fulfill the ROI objectives of the organization.
• Additionally, the COVID-19 pandemic showed the shortcomings of depending on paper-based documentation, which led to a shift to remote work. Software for document case management became an essential component of how businesses responded to the pandemic. As the economy picks up, these technologies enable firms to be more adaptable and responsive to remote workers. The pandemic highlighted the necessity of digital transformation and speeding up the process for various enterprises. These elements helped document case management become more widely used across several industries, including financial institutions.

Key Market Trends

BFSI to Occupy a Significant Market Share

• Each transaction is highly significant in the banking, financial services, and insurance (BFSI) sector. The technology used within the industry must be incredibly reliable to track and manage costs, sales, supplies, and workers. Financial firms prioritize adopting document management systems (DMS) or enterprise content management (ECM) systems to preserve a secure record of all economic events and activities. The security of all user and business-related data is heavily required, especially from banking institutions, while ensuring transaction accuracy and completeness. With significant development potential in technological investment, the banking industry is thus an important market for investments in DMS and other IT infrastructure components.
• A few conventional financial businesses continue to preserve internal and external communications on paper despite the development of digital document management. Furthermore, using outdated DMS software to store important documents can make them inaccessible. As per Eversign, 70% of office waste is paper generated by documents, prints, forms, etc. That shows that there is still a high reliance on paper in many workplaces, particularly in the BFSI sector. However, since there lies a high chance of mismanagement of the crucial documents within the workplaces that primarily rely on paper, the need for DMS is growing significantly, enhancing the market growth opportunities throughout the forecasted time.
• Due to the high volume of transactions that take place every day, banks need to improve their paperwork and transaction record-keeping utilities. By utilizing the appropriate DMS, banks can save the costs and processing times associated with managing and distributing documents like statements and notifications. The ability to maintain an electronic audit trail, seamless compliance, enhanced banking workflow and decreased paper usage are further benefits of DMS. In September 2021, The Bank of India introduced several digital services on the 116th anniversary of its founding and a DMS with improved security, backup, and disaster recovery capabilities.
• Banking companies can efficiently utilize case management software to automate a wide range of their operational processes. Traditional case management in banking was highly focused on resolving customer-centric problems. Conflicts over fees and concerns about customer service have frequently occurred. As technology has advanced and banks have worked to use it, the scope of case management in banking has thus significantly increased.
• As per data from Federal Deposit Insurance Corporation, with a market share of approximately 25% as of June 2022, JPMorgan Chase was the top bank in the U.S. Following closely after, with 17.8 and 12.55 percent of the total banking assets, was Bank of America and Citibank respectively. In 2021, JPMorgan Chase's total assets were worth more than 3.3 trillion dollars. Thus with the rise in the overall market share of the banks, the need for Document Case Management will also increase simultaneously, thereby enhancing the market's growth.

North America to Occupy Significant Market Share

• North America is expected to be the most cloud-ready region throughout the forecasted time frame. This is mainly due to the rising need for cloud-based services, which will probably also encourage the growth of secure cloud-based document case management services.
• Moreover, using e-signatures for any transaction is made possible by government initiatives like the Uniform Electronic Transactions Act (UETA) and the Electronic Signatures in Global and National Commerce Act (E-SIGN), which have a substantial impact on market demand. Additionally, digital trade agreements like the United States-Mexico-Canada Agreement strongly encourage document case management in the public sector.
• On the other hand, immigration contributes a significant amount in terms of all of Canada's labor force expansion. Immigration accounts for approximately 75% of total Canada's population increase. Immigrants play a crucial role in filling essential labor shortages in industries like healthcare, generating jobs, enhancing economic growth, and enriching Canadian communities. The Budget 2021 declared to invest around USD 428.9 million over five years, with USD 398.5 million remaining amortization, to create and deliver an enterprise-wide digital platform that will eventually replace IRCC's outdated Global Case Management System.
• Moreover, various vital developments are occurring within the region, thereby expanding the growth opportunities in the market. For instance, in March 2022, ELO Digital Office USA, a company that assists businesses in increasing collaboration and digitizing information management, revealed that Hopsteiner had implemented the ELO ECM Suite for document & content management. Hopsteiner uses ELO to automate document management in business-critical areas, including finance, accounting, procurement, and operations.
• Further, in April 2022, the National Law Journal's Best of 2022 chose Florida-based SmartAdvocate, a powerful, wholly integrated legal case management system, as the winner in two categories and runner-up in one. The legal case management system SmartAdvocate was created to fulfill the needs of today's fast-paced, technologically demanding world.

Competitive Landscape

Although various global players are predominating the market, relatively new participants are also entering the market, mainly because of the rising need for the management of documents. Most firms primarily focus on innovations to remain competitive in the entire market.

• April 2022 - Paradigm, a legal software provider, declared the acquisition of LollyLaw, which mainly provides cloud-based practice management solutions to law firms. With this acquisition, Paradigm has promised to give the best-in-class legal case management software. LollyLaw delivers a single intuitive platform that offers time and billing, intake, document management, calendaring, and a client portal.
• November 2021 - Gemspring Capital, a middle-market private equity company, declared that an affiliate had acquired a majority interest in AINS Inc. ("AINS"), a provider of case management software and IT services, especially for government customers.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
  • 4.1.1 Increasing Need for Securing Confidential Data and Protection Against Data Loss
  • 4.1.2 Growing Demand for Improving Archived Content across Channels
  • 4.1.3 Ongoing efforts to promote Digitization at Workplaces
• 4.2 Market Restraints
  • 4.2.1 Transition from Legacy Systems Chips
  • 4.2.2 Customization Challenges Leading to Implementation Issues
• 4.3 Building Blocks of Document Case Management and Major Applications
• 4.4 Assessment of the Impact of the COVID-19 Pandemic on the Market

5 MARKET SEGMENTATION

• 5.1 By Type
  • 5.1.1 Solution
  • 5.1.2 Services
• 5.2 By End-user Industry
  • 5.2.1 BFSI
  • 5.2.2 Healthcare
  • 5.2.3 IT & Telecom
  • 5.2.4 Public Agencies
  • 5.2.5 Other End-user Industries
• 5.3 By Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia Pacific
  • 5.3.4 Latin America
  • 5.3.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Cleardata Group
  • 6.1.2 Information Capture Solutions
  • 6.1.3 C21 Data Services
  • 6.1.4 Data Entry India
  • 6.1.5 Data Entry BPO Services
  • 6.1.6 Newgen Software
  • 6.1.7 ALTECiSys Limited
  • 6.1.8 Pearl Scan Solutions Ltd
  • 6.1.9 Abbyy UK Ltd
  • 6.1.10 InfoTech Scandinavia AB
  • 6.1.11 Adreno Technologies India Pvt. Ltd.
  • 6.1.12 Social Solutions

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS