These links (esp. first 5) may be of use.
It there a reason the data must exist in Word and Excel documents? Are they stored on a server?
If edited by multiple users, tracking versions of the documents can be a problem (version control)
On the other hand, at $300 per user, Filemaker is sometimes not cost effective.
Your post is vague, banking, insurance, or other? Small or med or big company? Win or Mac?
Most such businesses would have a corporate setup for process management.
Thank you for your reply!0
We are a very small company (5 employees). We are a Title Insurance Company. We do not use our underwriters system, because it is Window's based and we use Macs. We are considering it, if I cannot complete this (this is also a College Senior Capstone Project). I am wanting to create a system that would eliminate the repetitive tasks, and be more organized in general. The documents do not have to exist in Word and Excel, that is just they way we have conducted business for so long. Everything is stored on a single server computer. Not a computer with a server software, just a normal computer, that we all work from via our own computers (does that make sense). We do not need to track multiple versions, we do however, need to be able to be in the database simultaneously, but working on separate files/records.
I have been playing around with FileMaker 12, and it is beginning to look like I might be able to create a database with multiple layouts forms. Maybe these different layout forms can be my separate documents, such as file database, commitment, Settlement Statement, and final policy... Not sure if that will be sufficient, because we will also need to create other documents such as Deeds and Affidavits.