{"id":543,"date":"2021-06-24T23:51:29","date_gmt":"2021-06-24T23:51:29","guid":{"rendered":"https:\/\/blog.directimpact.test-idi.ca\/?page_id=543"},"modified":"2025-09-05T01:52:28","modified_gmt":"2025-09-05T01:52:28","slug":"edc-filemaker-application","status":"publish","type":"page","link":"https:\/\/www.directimpactsolutions.com\/en\/case-studies\/edc-filemaker-application\/","title":{"rendered":"Export Development Canada"},"content":{"rendered":"<div class=\"wp-block-uagb-container uagb-block-26d9d817 alignfull uagb-is-root-container\"><div class=\"uagb-container__shape uagb-container__shape-bottom uagb-container__invert\" data-negative=\"false\"><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\"><path class=\"uagb-container__shape-fill\" d=\"M500,98.9L0,6.1V0h1000v6.1L500,98.9z\"><\/path><\/svg><\/div><div class=\"uagb-container-inner-blocks-wrap\"><div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h1 class=\"wp-block-heading has-ast-global-color-1-color has-text-color\">Maximizing Efficiency and Streamlining Approval Processes with a FileMaker Application: EDC\u2019s Success Story<\/h1>\n\n<p class=\"has-ast-global-color-1-color has-text-color\">Government\/Export Industry<\/p>\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><\/div><\/div><div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><p><strong><a href=\"https:\/\/www.directimpactsolutions.com\/en\/case-studies\/\">&lt;&lt; View all case studies <\/a><\/strong><\/p><div class=\"wp-block-uagb-container uagb-block-0ec15a07 alignfull uagb-is-root-container\"><div class=\"uagb-container-inner-blocks-wrap\"><div class=\"wp-block-uagb-container uagb-block-cb915ea6\"><div class=\"inherit-container-width wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><h2 class=\"wp-block-heading has-ast-global-color-0-color has-text-color\" style=\"font-style:normal;font-weight:400\">FileMaker Implementation at EDC: A Solution for Process Optimization and Team Capacity Increase<\/h2>\n\n<p><a href=\"https:\/\/www.edc.ca\/\" target=\"_blank\" rel=\"noreferrer noopener\">Export Development Canada<\/a>, Canada\u2019s Export Credit Agency, is managing investment projects worth hundreds of millions of dollars to support Canada\u2019s economic activity.<\/p>\n\n<p>The Structured and Project Finance (SPF) group, responsible to underwrite EDC\u2019s largest and most complex transactions is employing 40 resources located in Ottawa, Toronto and Singapore.<\/p>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color\">Creating a Comprehensive Risk Assessment and Documentation Platform in FileMaker for EDC<\/h3>\n\n<p>With a significant business growth of the Canadian export transactions, SPF was running above full capacity on a semi-consistent basis. Also, recent changes required business process adjustment increasing transaction touch time.<\/p>\n\n<p>Approval process relied on many scattered documents and ad hoc processes. Management was looking to free up team\u2019s capacity by an optimization of its end-to-end processes with a better regulation of the approval process for funding projects and a more efficiently\/effectively processing of the loan transactions.<\/p>\n\n<p>Having considered the available resources, critical timeline to business value and overall project risk, EDC decided to entrust&nbsp;Direct Impact Solutions&nbsp;with the mandate to implement an <a href=\"https:\/\/www.directimpactsolutions.com\/en\/enterprise-web-application\/\">enterprise web solution <\/a>with&nbsp;<a href=\"https:\/\/www.directimpactsolutions.com\/en\/claris-filemaker\/\">FileMaker<\/a>&nbsp;as a technological base, even though it was not an organizational standard.<\/p>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color\">FileMaker Solution to Improve Efficiency at EDC\u2019s SPF Group<\/h3>\n\n<p>A brand-new software application was developed by Direct Impact Solutions in FileMaker and deployed in 6 months.<\/p>\n\n<p>The app is guiding the risk assess and documentation process respectively for the specific characteristic of their sector, which is following a rigorous due diligence protocol.<\/p>\n\n<h3 class=\"wp-block-heading has-ast-global-color-2-color has-text-color\">Maximizing Benefits with FileMaker: Standardization, Data Consolidation, and Real-Time Collaboration at EDC<\/h3>\n\n<ul class=\"wp-block-list\"><li>Consolidating unstructured data access in single location\/source.<\/li>\n\n<li>Recycling data throughout end to end process.<\/li>\n\n<li>Providing a standardized approach recognizing asset class specificities.<\/li>\n\n<li>Offering a real-time \u201cGlass pipeline\u201d and multi user collaboration.<\/li>\n\n<li>Ensuring process completeness with imbedded quality assurance controls.<\/li>\n\n<li>Providing real-time data exchange with EDC\u2019s internal Risk Model system.<\/li>\n\n<li>Supporting analysis with contextual guidance instruction;.<\/li>\n\n<li>Offering automatic data feed from EDC\u2019s official system of record.<\/li>\n\n<li>Allowing the highest residual risk identification and maintaining audit traceability.<\/li>\n\n<li>Generating email and PDF attachments.<\/li>\n\n<li>Secure<a href=\"https:\/\/www.directimpactsolutions.com\/en\/filemaker-hosting\/\"> server hosting<\/a><\/li>\n\n<li>Allowing platform configuration without additional software development.<\/li>\n\n<li>Allowing real-time configurable standardized catalogue (SPF Knowledge Base)&nbsp;in support of sector\u2019s specific or generic underrating risk analysis.<\/li><\/ul><\/div><\/div>\n\n<div class=\"wp-block-uagb-container uagb-block-23599c97\"><figure class=\"wp-block-image aligncenter size-full has-custom-border\"><img loading=\"lazy\" decoding=\"async\" width=\"555\" height=\"313\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-b.jpeg\" alt=\"\" class=\"wp-image-548\" style=\"border-radius:10px\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-b.jpeg 555w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-b-300x169.jpeg 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-b-480x271.jpeg 480w\" sizes=\"auto, (max-width: 555px) 100vw, 555px\" \/><\/figure>\n\n<figure class=\"wp-block-image aligncenter size-full has-custom-border\"><img loading=\"lazy\" decoding=\"async\" width=\"555\" height=\"313\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-2.jpeg\" alt=\"\" class=\"wp-image-547\" style=\"border-radius:10px\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-2.jpeg 555w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-2-300x169.jpeg 300w, https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-2-480x271.jpeg 480w\" sizes=\"auto, (max-width: 555px) 100vw, 555px\" \/><\/figure>\n\n<div class=\"wp-block-uagb-image aligncenter uagb-block-043f63ba wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-center\"><figure class=\"wp-block-uagb-image__figure\"><img decoding=\"async\" srcset=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-home.jpeg \" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.directimpactsolutions.com\/wp-content\/uploads\/2021\/06\/realisation-edc-home.jpeg\" alt=\"\" class=\"uag-image-546\" width=\"555\" height=\"313\" title=\"\" loading=\"lazy\" role=\"img\"\/><\/figure><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Maximizing Efficiency and Streamlining Approval Processes with a FileMaker Application: EDC\u2019s Success Story Government\/Export Industry &lt;&lt; View all case studies FileMaker Implementation at EDC: A Solution for Process Optimization and Team Capacity Increase Export Development Canada, Canada\u2019s Export Credit Agency, is managing investment projects worth hundreds of millions of dollars to support Canada\u2019s economic activity. &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.directimpactsolutions.com\/en\/case-studies\/edc-filemaker-application\/\"> <span class=\"screen-reader-text\">Export Development Canada<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":171,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","footnotes":""},"class_list":["post-543","page","type-page","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"woocommerce_thumbnail":false,"woocommerce_single":false,"woocommerce_gallery_thumbnail":false},"uagb_author_info":{"display_name":"Eleanor Fulton","author_link":"https:\/\/www.directimpactsolutions.com\/en\/author\/eleanor-fulton\/"},"uagb_comment_info":0,"uagb_excerpt":"Maximizing Efficiency and Streamlining Approval Processes with a FileMaker Application: EDC\u2019s Success Story Government\/Export Industry &lt;&lt; View all case studies FileMaker Implementation at EDC: A Solution for Process Optimization and Team Capacity Increase Export Development Canada, Canada\u2019s Export Credit Agency, is managing investment projects worth hundreds of millions of dollars to support Canada\u2019s economic activity.&hellip;","_links":{"self":[{"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/pages\/543","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/comments?post=543"}],"version-history":[{"count":22,"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/pages\/543\/revisions"}],"predecessor-version":[{"id":20405,"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/pages\/543\/revisions\/20405"}],"up":[{"embeddable":true,"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/pages\/171"}],"wp:attachment":[{"href":"https:\/\/www.directimpactsolutions.com\/en\/wp-json\/wp\/v2\/media?parent=543"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}