1. Issue: Copy-Paste Errors in Shareholder Registry

As a non-certificated company, the Corporation issues Shareholder Registration Certificates to its members. Shareholders request the issuance of these certificates via a web form.

Currently, the administrative staff responsible for handling these requests uses document creation software to manually compile the certificates by copying and pasting information from other records. This manual process is prone to errors such as incorrect names, addresses, or stock quantities due to misplacement or omission of information.

Issuing certificates with incorrect information can lead to shareholder distrust in the company’s administrative procedures and poses a risk to the company’s credibility.

2. Solution: Automated Certificate PDF Generation

The process owner has automated the certificate issuance workflow, significantly reducing manual tasks.

Specifically, the system now cross-references shareholder registry data stored within the company (via Google Sheets) with the requestor’s information submitted through the web form (such as their email address). When there is a match, a certificate PDF with automatically inserted shareholder information from the registry is generated.

Additionally, if the requestor’s information doesn’t match any record in the shareholder registry, the PDF generation process is aborted.

Automating manual tasks has minimized copy-paste errors, significantly enhancing certificate accuracy.

3. Customers Case Study

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