Strengthening Document Management and Institutional Traceability through Austranet
As part of its institutional modernization process, SERCOR chose the AustranetGRC platform as a key tool to digitize and organize its administrative processes, strengthening the traceability of official documents, request management, and action tracking. This implementation reflects SERCOR’s commitment to a more transparent, efficient, and technologically integrated administration.
SERCOR
Rubro:
A company within the Angelini Group, responsible for advising operating companies, holding companies, and the family office.
Key Project Milestones
| Milestone | Description | Outcome |
| Project Kickoff & Requirements Gathering | Initial interviews and functional analysis with SERCOR’s key teams to define the roadmap. | Clear map of needs and prioritized functionalities. |
| Implementation of the Official Documents Module | Development and implementation of a workflow for managing official documents—from entry to response and traceability. | Structured management, faster response times, and guaranteed traceability. |
| Integration of the Directory Module | Initial upload of institutions, individuals, and records related to SERCOR’s functions. | Single, reliable, and always up-to-date database. |
| Configuration of Tasks and Role-Based Permissions | Personalized assignment of permissions, workflows, and notifications for each user type. | Improved security and operational efficiency. |
| Internal Validation Testing | Iterative testing cycle with key users to fine-tune details and ensure expected outcomes. | System validated by internal teams before go-live. |
| Training & Go-Live | Initial training for teams responsible for daily system use and post-implementation support. | Positive system adoption by users. |
| Requests for System Enhancements | Collection of new functional needs from real-world use for future system versions. | Continuous improvement process in progress. |
Strategic Value for SERCOR
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Centralized management of official documents with time control, tracking, and internal auditing.
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Reliable, traceable digital record of all institutional interactions.
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Elimination of manual processes prone to errors and information loss.
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Hierarchical organization of users, roles, and responsibilities.
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Adaptable system designed to grow alongside the institution’s evolving needs.
Current Status & Next Steps
SERCOR is currently using Austranet actively for managing its formal documentation. The team is evaluating the incorporation of new modules, such as Contracts and Risks, and is planning a second training cycle in Q4 2025 to expand the institutional use of the platform.
Una A Relationship of
Trust and Growth
Working with SERCOR has been an example of active collaboration between technology and institutional service. At Austranet, we continue to support our client with personalized attention, ongoing assistance, and a shared strategic vision.
We are committed to quality with our clients, which is why they prefer us!
