文檔案例管理市場 - COVID-19 的增長、趨勢、影響和預測（2022-2027 年）

文檔案例管理市場預計在預測期間（2022-2027 年）以 15.2% 的複合年增長率增長。

隨著企業意識到他們需要這些工具才能在市場中生存，對文檔掃描服務和雲文檔管理軟件的總體需求不斷增加。

主要亮點

• 文件案件管理市場受到了處理案件和盡量減少潛在錯誤的操作程序效率日益低下的巨大而積極的影響。通過將電子表格和掃描的文檔附加到電子郵件中並將它們混亂地存儲在各種磁盤驅動器上，許多公司已經實現了數字化並擺脫了紙質紙張。然而，這樣的數據管理在冗餘、不准確、丟失、安全方面可能存在問題，並且可能導致浪費時間。在此背景下，對案件管理的需求不斷增加，有望加速和提升傳統企業運營的完整性。
• 此外，網絡攻擊造成的數據丟失可能會給企業造成數百萬美元的損失。一些文檔級別的數據丟失是由內部威脅引起的。公司越來越注重通過具有內置安全性的文檔案例管理來減少漏洞，以防止這些損失和攻擊。
• 文檔案例管理解決方案通過提供一個活躍的內容架構，讓任何公司都能整合信息、流程和人員。案例管理應用程序也廣泛用於 BFSI 領域，並正在推動市場擴張。我們還依靠案例管理解決方案來改進我們的信用卡爭議解決流程。此外，還用於汽車保險等保險理賠。幾個案例研究證明了業界對該解決方案的接受度。
• 例如，IBM Business Process Manager 為信用卡發卡銀行提供了一個案例管理應用程序，用於處理信用卡爭議，從而提高案例工作者的效率。 IBM Business Process Manager 還可以提供用於管理和創建汽車保險索賠的應用程序。該系統通過整合索賠和申報者均可訪問的相關數據，使分析師能夠有效、迅速地處理和解決索賠。
• 市場見證的最重大挑戰之一是實施挑戰，這通常與定制解決方案以實現和滿足組織的 ROI 目標以及從舊系統遷移有關。.
• 此外，COVID-19 大流行暴露了依賴紙質文檔的弊端，促使人們轉向遠程工作。文檔案例管理軟件已成為企業應對大流行的重要組成部分。隨著經濟的複蘇，這些技術使企業能夠更好地適應遠程工作者。大流行突出了數字化轉型的必要性，並加快了各種業務的進程。這些因素使文檔案例管理在包括金融機構在內的多個行業中得到更廣泛的應用。

主要市場趨勢

BFSI 擁有重要的市場份額

• 在銀行、金融服務和保險 (BFSI) 行業，每筆交易都很重要。該行業使用的技術必須高度可靠，才能跟蹤和管理成本、銷售、供應和員工。金融機構正在優先採用文檔管理系統 (DMS) 和企業內容管理 (ECM) 系統，以保存所有經濟事件和活動的安全記錄。銀行尤其面臨越來越大的壓力，需要確保所有用戶和業務相關數據的安全，同時確保交易的準確性和完整性。在技□□術投資方面具有巨大發展潛力的銀行業也因此成為投資DMS等IT基礎設施組件的重要市場。
• 儘管數字文檔管理得到了發展，但許多傳統金融業務繼續將內部和外部通信存儲在紙上。此外，使用過時的 DMS 軟件存儲重要文檔可能會導致無法訪問。根據 Eversign 的說法，70% 的辦公室垃圾是來自文件、印刷品、表格等的紙張。這表明許多工作場所，尤其是 BFSI 部門，仍然高度依賴紙張。然而，由於工作場所對紙張的高度依賴，很可能會出現對重要文件的管理不善，對 DMS 的需求顯著增加，增加了預測期內的市場增長機會。
• 由於銀行每天進行大量交易，因此需要提高文書工作和交易記錄保存的實用性。使用合適的 DMS，銀行可以降低管理和分發報表、信件和其他文件的成本和處理時間。 DMS 的其他好處包括維護電子審計跟蹤、無縫合規、增強銀行工作流程和減少紙張使用。 2021 年 9 月，印度銀行慶祝其成立 116 週年，推出了多項數字服務和具有增強的安全性、備份和災難恢復能力的 DMS。
• 銀行公司可以通過有效使用案例管理軟件來自動化各種業務流程。傳統銀行業的案例管理非常注重以客戶為中心的問題解決。關於費用和客戶服務問題的衝突很常見。隨著技術的進步和銀行的接受，銀行的案例管理範圍也因此顯著擴大。
• 聯邦存款保險公司的數據顯示，截至 2022 年 6 月，摩根大通是美國最大的銀行，市場份額約為 25%，其次是銀行總資產的 17.8%，美國銀行和花旗銀行分別為 12.55%。 2021年，摩根大通總資產將超過3.3萬億美元。這樣一來，隨著銀行整體市場份額的上升，對公文案件管理的需求也會隨之上升，有望帶動市場增長。

預計北美將佔據很大的市場份額

• 在預測期內，北美將成為雲支持最多的地區。這主要是由於對基於雲的服務的需求不斷增長，這也可能推動基於雲的安全文檔案例管理服務的增長。
• 此外，在《統一電子交易法》(UETA) 和《國際商務電子簽名法》(E-SIGN) 等政府舉措的推動下，在所有交易中使用電子簽名對市場產生了重大影響需求.正在發揮此外，美國-墨西哥-加拿大協議等數字貿易協議正在大力推動公共部門的文件案例管理。
• 另一方面，移民是加拿大整體勞動力擴張的主要貢獻者。移民約佔加拿大總人口增長的 75%。移民在填補醫療保健等行業嚴重的勞動力短缺、創造就業機會、推動經濟增長和豐富加拿大社區方面發揮著重要作用。 2021 年預算將在五年內投資約 4.289 億美元（剩餘 3.985 億美元），用於建立和交付全公司範圍的數字平台，以取代 IRCC 過時的全球案例管理系統。
• 此外，該地區正在發生各種重大發展，這也擴大了市場增長機會。例如，2022 年 3 月，加強協作並協助公司實現信息管理數字化的 ELO Digital Office USA 透露，Hopsteiner 已實施 ELO ECM Suite 用於文檔和內容管理。 Hopsteiner 使用 ELO 來自動化財務、會計、採購和運營等業務線中的文檔管理。
• 此外，2022 年 4 月，位於佛羅裡達州的強大且完全集成的法律案例管理系統 SmartAdvocate 在《國家法律雜誌》的 2022 年最佳案例中獲得 2 個類別和 1 個亞軍。被選為法律案件管理系統 SmartAdvocate 旨在滿足當今快節奏、技術要求高的世界的需求。

競爭格局

各種全球公司主導市場，但新的參與者也在進入市場。這主要是由於對文檔管理的需求不斷增長。大多數公司主要專注於技術創新，以保持整個市場的競爭力。

• 2022 年 4 月 - 法律軟件提供商 Paradigm 宣布收購 LollyLaw，後者是一家主要為律師事務所提供基於雲的實踐管理解決方案的提供商。通過此次收購，Paradigm 承諾提供一流的法律案件管理軟件。 LollyLaw 為時間和計費、攝入、文檔管理、日曆和客戶門戶提供直觀的單一平台。
• 2021 年 11 月 - 中型私募股權公司 Gemspring Capital 宣布，其關聯公司已收購 Ains Inc. (Ains) 的多數股權，該公司是專門為政府客戶提供案例管理軟件和 IT 服務的提供商。它已經獲得

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第1章介紹

• 研究假設和市場定義
• 調查範圍

第2章研究方法

第 3 章執行摘要

第 4 章市場動態

• 市場驅動力
  • 越來越需要保護敏感數據並防止數據丟失
  • 每個頻道對改進歸檔內容的需求不斷增加
  • 不斷努力推動工作場所的數字化
• 市場製約因素
  • 從舊系統芯片遷移
  • 由於定制，引入困難
• 文檔案例管理構建塊和主要應用程序
• 評估 COVID-19 大流行對市場的影響

第 5 章市場細分

• 按類型
  • 解決方案
  • 按服務
• 按最終用戶行業
  • BFSI
  • 醫療保健
  • IT/通信
  • 公共機構
  • 其他最終用戶
• 地區信息
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東和非洲

第 6 章競爭格局

• 公司簡介
  • 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 投資分析

第8章 市場機會與將來動向

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