Trier, sécuriser, partager... Les enjeux de la GED pour les organisations

Trier, sécuriser, partager… Les enjeux de la GED pour les organisations

Presenter: Sonia Lotter, Founder, Co-founder and CEO of Triis Completement (Co-founder Jean Bouvier represented)

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Summary of Business-Specific Content

Company Strategy & Market Focus

Triis aims to simplify, secure, and organize electronic document management (GED) for regulated professions and SMEs, addressing compliance, security, and ecological challenges.

• Core Mission: Simplify and secure document management for regulated professions such as notaries, lawyers, wealth managers, and SMEs.

• Target Sectors: Focus on regulated professions with heavy documentation and compliance needs, including law, real estate, banking, insurance, and wealth management, as well as SMEs.

• Positioning: A French, GDPR-compliant, secure, collaborative digital document management platform emphasizing data privacy and digital ecology.

• Value Proposition:

  • Demystify and streamline document management to be intuitive and user-friendly.
  • Automate document collection (emails, bank statements, administrative documents) to reduce manual workload.
  • Enable interprofessional collaboration (lawyers, notaries, accountants, clients) on shared digital workspaces, reducing redundant exchanges and improving workflow efficiency.
  • Provide a “digital safe” for clients to centralize and securely share documents with professionals.

Product & Operations

• Product Launch & Development:

  • Operational since 2020, commercial version released early 2022.
  • SaaS platform accessible via web, no installation required.
  • Customizable classification trees and document organization tailored to client needs and professions.
  • Interfaces and integrations with business software (e.g., KYC tools) to automate document imports and avoid double data entry.
  • Versioning and traceability features to track document edits and maintain history.
  • Collaborative features supporting both internal team work and cross-professional collaboration around client files.

• Customer Onboarding & Support:

  • Free trial available on trizy.fr.
  • Personalized onboarding with configuration support from Triis teams located in Gironde and Île-de-France.
  • Training provided, with typically quick adoption due to intuitive interface and drag-and-drop functionality.
  • Ongoing support for customization and change management.

• Document Retention & Compliance:

  • Supports configurable document retention periods and alerts for deletion timelines.
  • Facilitates compliant destruction of documents to meet regulatory requirements; deletion is user-controlled (no automatic deletion).
  • Emphasis on data quality and stable archival to avoid disputes and maintain evidentiary value over time.

Marketing & Customer Engagement

• Customer Education:

  • Educates users on digital ecology, data privacy, and the carbon footprint of digital storage and emails.
  • Maintains a blog and communication efforts to raise awareness on responsible digital document use and storage.
  • Promotes “reasoned management” of digital documents to reduce digital pollution and storage costs.

• Unique Selling Points:

  • French-made solution with data stored in France.
  • No advertising, no commercial exploitation of user data, no excessive cookies—focused on trust and confidentiality.
  • Commitment to ecological responsibility through file compression (~30% reduction in file size), duplicate detection, and clean, minimal code.

Leadership & Organizational Values

• Leadership Background:

  • Sonia Lotter transitioned from the notary profession to entrepreneurship, leveraging deep domain expertise in document-heavy regulated environments.
  • Co-founder Jean Bouvier brings complementary experience in consulting for banking and insurance sectors.

• Company Values:

  • Absolute confidentiality and security of client data.
  • Commitment to digital privacy and ecological responsibility (“privacy by design,” “security by design,” “ecology by design”).
  • Refusal to compromise on values despite commercial pressures.

Frameworks & Processes

• Customer-Centric Customization:

  • Use of starting models/nomenclatures by profession as templates for document classification, adapted through client feedback and use.
  • Flexible and iterative approach to organizing document trees, allowing clients to evolve their system over time.

• Automation & Integration Playbook:

  • Automate document collection from emails, bank accounts, and administrative sources to reduce manual effort.
  • Integration-first approach: Triis complements existing professional tools rather than replacing them, focusing on document management as a specialty.

• Collaborative Workflow Model:

  • Supports multi-professional collaboration on shared client documents, reducing redundant exchanges and improving transparency.
  • Enables clients themselves to participate in document sharing securely, improving efficiency and client experience.

KPIs, Metrics & Targets

• Product Milestones:

  • Operational platform since 2020, commercial launch in 2022.
  • Ongoing focus on obtaining recognized security certifications and compliance standards by 2025 (long, costly process underway).

• Performance Metrics:

  • File compression achieving ~30% average reduction in storage size.
  • User adoption and onboarding ease (no reported resistance from collaborators).
  • Customer satisfaction tied to improved security, efficiency, and ecological impact.

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Actionable Recommendations from the Discussion

• Start with a customizable classification model and adapt iteratively to manage document chaos.
• Automate document collection where possible to reduce manual work and errors.
• Embrace interprofessional collaboration via secure shared digital workspaces to improve client service and reduce redundant communications.
• Educate users on digital ecology and data privacy to foster responsible document management habits.
• Choose solutions that prioritize data security, privacy, and ecological footprint to align with modern regulatory and CSR expectations.

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Presenters / Sources

• Sonia Lotter – Founder, Co-founder and CEO of Triis Completement
• Jean Bouvier – Co-founder (represented by Sonia in the interview)
• Host: Oriana (Digital Dress podcast)