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1630366

文件案例管理 -市場佔有率分析、產業趨勢/統計、成長預測（2025-2030）

Document Case Management - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

文件箱管理市場預計在預測期內複合年成長率為 15.2%

文件案例管理-市場-IMG1

主要亮點

  • 處理案例和盡量減少潛在錯誤的業務流程效率日益低下，對文件案例管理市場產生了巨大影響。許多公司已經數位化，透過將電子表格和掃描文件附加到電子郵件中並將其隨意儲存在各種磁碟機上，從而擺脫了實體文件的束縛。所有上述過程都可能非常耗時。因為不正確的資料管理會產生冗餘、不準確、遺失和不安全的文件。在此背景下，案件管理的需求不斷增加，可望加速並強化傳統企業業務的誠信。
  • 此外，網路攻擊造成的資料遺失可能會對公司造成數億美元的損失。內部威脅正在導致文件層級的資料遺失。企業越來越注重透過具有內建安全性的文件案例管理來減少漏洞，以防止此類遺失和攻擊。
  • 文件案例管理解決方案提供了一個活躍的內容架構，使任何公司都能夠統一資訊、流程和人員。案例管理應用程式也廣泛應用於 BFSI 領域，促進了市場擴張。此外，改進信用卡爭議解決程序依賴於案件管理解決方案。它也用於付款申請，特別是汽車保險。幾個案例研究表明，該解決方案正在獲得業界的認可。
  • 例如，IBM Business Process Manager 為信用卡發行銀行提供了用於解決信用卡糾紛的案例管理應用程式，從而提高了案例工作人員的效率。 IBM Business Process Manager 也可用於管理和建立汽車保險索賠。該系統透過整合索賠人和提交人均可存取的相關資料，使分析人員能夠有效、快速地處理和解決索賠。
  • 市場上發現的最重大挑戰之一是與從舊有系統遷移和客製化解決方案以滿足和實現組織的投資報酬率目標相關的實施挑戰。
  • 此外，COVID-19 大流行已經暴露了依賴紙本文件的缺點，並導致人們轉向遠端工作。文件案例管理軟體已成為公司應對這場流行病的重要組成部分。隨著經濟的改善，這些技術將使公司能夠更好地適應和應對力遠距員工。這場大流行凸顯了各種企業進行數位轉型和加快流程的必要性。這些因素導致文件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。

記錄案例管理市場趨勢

BFSI佔較大市場佔有率

  • 在銀行和金融服務保險 (BFSI) 行業，每筆交易的重要性都非常高。該行業使用的技術必須高度可靠，才能追蹤和管理成本、銷售、供應和員工。金融公司正在優先採用文件管理系統 (DMS) 和企業內容管理 (ECM) 系統來維護所有經濟事件和活動的安全記錄。銀行尤其強烈需要所有用戶和業務相關資料的安全，同時確保交易的準確性和完整性。銀行業擁有龐大的技術投資市場潛力，是DMS和其他IT基礎設施組件投資的重要市場。
  • 儘管數位文件管理不斷發展，許多傳統金融企業仍然以紙本形式儲存內部和外部通訊。此外，使用過時的 DMS 軟體來儲存重要文件可能會導致它們無法存取。根據 Eversign 的數據，70% 的辦公室廢棄物是文件、印刷品、表格等紙張。這表明許多職場，尤其是 BFSI 部門，仍然高度依賴紙張。然而，在主要依賴紙張的職場，重要文件管理不善的可能性很高，因此對 DMS 的需求顯著增加，從而增加了預測期內的市場成長機會。
  • 由於每天發生大量交易，銀行需要提高後台處理和交易記錄保存的公共產業。借助正確的 DMS，銀行可以降低與管理和分發報表和信件等文件相關的成本和處理時間。維護電子審核追蹤、無縫合規性、增強的銀行工作流程以及減少紙張使用是 DMS 的其他優勢。 2021 年 9 月，印度銀行推出了多項數位服務以慶祝其成立 116 週年，並推出了具有改進的安全性、備份和災難復原功能的 DMS。
  • 透過有效利用案例管理軟體，銀行可以實現各種業務流程的自動化。傳統業務的個案管理著重於以客戶為中心的問題解決。費用衝突和對客戶服務的擔憂很常見。隨著技術的進步和銀行努力利用它，業務的案例管理範圍已顯著擴大。
  • 根據聯邦存款保險公司的資料，截至 2022 年 6 月，摩根大通是美國最大的銀行，市場佔有率約 25%。緊隨其後的是美國銀行（佔銀行總資產的 17.8%）和花旗銀行（佔 12.55%）。 2021年，摩根大通總資產超過3.3兆美元。因此，隨著銀行整體市場佔有率的增加，文件案例管理的需求也同步增加，推動市場成長。

北美佔據主要市場佔有率

  • 預計北美將成為預測期內雲支持程度最高的地區。這主要是由於對雲端基礎的服務的需求不斷成長，這也可能受到雲端基礎的安全文件案例管理服務的成長的推動。
  • 此外，在《統一電子交易法》（UETA）和《電子簽章法》（E-SIGN）等政府舉措的推動下，在所有交易中使用電子簽名正在對市場需求產生重大影響。此外，美國-墨西哥-加拿大協定等數位貿易協定大力鼓勵公共部門的文件個案管理。
  • 另一方面，移民對加拿大整體勞動力擴張做出了重大貢獻。移民約佔加拿大總人口成長的 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、推動經濟成長和豐富加拿大社區方面發揮著重要作用。 2021 年預算承諾在五年內投資約 4.289 億美元，用於建立和提供全公司範圍的數位平台，以取代 IRCC 過時的全球案件管理系統。
  • 此外，該地區正在發生各種重大發展，擴大了市場的成長機會。例如，2022年3月，幫助企業加強協作和數位化資訊管理的ELO Digital Office USA宣布Hopsteiner實施了ELO ECM Suite用於文件和內容管理。 Hopsteiner 使用 ELO 實現財務、會計、採購和營運等關鍵業務部門的文件管理自動化。
  • 此外，2022 年4 月，《國家法律雜誌》將SmartAdvocate 評選為“2022 年最佳”，這是一個位於佛羅裡達州的功能強大、完全整合的訴訟案件管理系統，我獲得了兩個類別的冠軍和一個類別的亞軍。法律案件管理系統 SmartAdvocate 的發展是為了滿足當今技術要求很高的世界的需求。

文件案例管理行業概述

儘管各種全球公司在市場上佔據主導地位，但相對較新的參與企業市場，這主要是由於對文件管理的需求不斷增加。大多數公司主要專注於創新，以保持整個市場的競爭力。

  • 2022 年 4 月 - 法律軟體供應商 Paradigm 宣布收購 LollyLaw，後者主要為律師事務所提供雲端基礎的業務管理解決方案。透過此次收購，Paradigm 致力於提供一流的法律案件管理軟體。 LollyLaw 描述了一個直覺的平台，提供時間和申請、攝取量、文件管理、日曆和客戶入口網站。
  • 2021 年 11 月 - 中間市場私募股權公司 Gemspring Capital 宣布其附屬公司已收購 AINS Inc. (AINS) 的多數股權，該公司是一家為政府客戶提供案例管理軟體和 IT 服務的提供者。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 市場促進因素
    • 保護敏感資料和防止資料遺失的需求日益增加
    • 對跨管道改善檔案內容的需求不斷成長
    • 持續努力促進職場數位化
  • 市場限制因素
    • 從舊有系統晶片遷移
    • 自訂挑戰導致部署問題
  • 記錄案例管理建置區塊和關鍵用途
  • COVID-19 大流行的市場影響評估

第5章市場區隔

  • 按類型
    • 解決方案
    • 按服務
  • 按最終用戶產業
    • BFSI
    • 醫療保健
    • 資訊科技/通訊
    • 公共機構
    • 其他
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東/非洲

第6章 競爭狀況

  • 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 市場機會及未來趨勢

簡介目錄
Product Code: 70170

The Document Case Management Market is expected to register a CAGR of 15.2% during the forecast period.

Document Case Management - Market - IMG1

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.

Document Case Management 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.

Document Case Management Industry Overview

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