Summary of "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)

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.

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.