Check out Features

Finance, Insurance, & Real Estate


Adept for Finance, Insurance, & Real Estate
In today’s economic climate, organizations in Finance, Insurance and Real Estate are laser focused on streamlining businesses processes, reduced operating costs, complying with increased regulation, and securing critical electronic assets. Adept provides a central repository enabling users across the enterprise to efficiently find, manage, share and control design and business documents, with a particular focus on helping facilities and design departments manage their new or renovation building projects. Adept provides secure, immediate access to all building assets –drawings, work orders, maintenance and operational documents, and regulatory compliance information – to ensure overall accuracy of information throughout a project lifecycle. Adept ensures version control and maintains an audit trail of each document throughout its lifecycle. Automate your manual workflow processes with Adept, and provide efficient, controlled collaboration across departments and with external contractors. With accurate information immediately available to everyone involved in a project, you will keep them on schedule, reduce risk and improve the overall quality of your deliverables.

Business Benefits

  • Centralize project data and improve efficiency - Unify isolated stovepipes of information between disparate offices or branches, ensuring key stakeholders have access to centrally managed design and business documents throughout a project lifecycle.
  • Automate workflow and improve collaboration - Automate document workflow and approval processes, and enable departments to share and review design and business documents efficiently
  • Secure and control electronic documents - Ensure the integrity of your mission critical electronic documents and maintain an audit trail for each document throughout its lifecycle
  • Shorter project delivery schedules - Stay ahead of your timelines with centralized document access and improved design file management, and by streamlining information access to other disciplines and departments
  • Reduce costs - Improve the efficiency of your organization by reducing tedious, repetitive tasks and eliminating rework due to errors
  • Improve project quality - Ensure access to the correct document version, eliminating costly mistakes and rework
  • Connect geographically dispersed design teams - Connect remote design teams to share project workload and improve collaboration
  • Enable enterprise visualization and collaboration - Improve communication between content creators, collaborators and consumers with instant visualization, markup and compare capabilities for up to 450 file types including AutoCAD, MicroStation, Office, PDF, and raster formats.
  • Comply with industry and government standards - Keep accurate records of every touch and every task performed on a document throughout its lifecycle
  • Increase design productivity with Adept’s tight integration with mainstream CAD packages - Adept is tightly integrated with AutoCAD®, AutoCAD Architecture, MicroStation and others, managing file relationships, linking to attributes (AutoCAD) and tags (MicroStation) and providing native application visualization, markup and compare capabilities.
  • Eliminate paper storage and reduce costs associated with paper output - Reclaim office space that was used to store paper drawings and documents, and enable faster, more accurate electronic document access, visualization, markup and collaboration, reducing expensive hardcopy output and distribution.
  • Integrate with other business systems - Interoperability between Adept and other business systems ensures data accuracy and eliminates redundant data entry.