An Energy Provider Migrates Its ECM Systems

The Challenge

As part of a review of IT systems the energy provider identified a dozen separate ECM systems that provided document and content services to the business. In order to save money and be more efficient, they decided to consolidate these multiple systems and selected the OpenText™ Documentum™ platform
moving forward.

One of the legacy archive/ECM systems was an Mobius ViewDirect solution, used as an archiving platform for customer correspondence such as bills and statements with records going back over 10 years. The system was based on an IBM zOS mainframe and was costly to maintain, while failing to meet new architectural standards for enterprise applications.

The Solution

The company decided to migrate and replace the Mobius ViewDirect system with the OpenText™ Documentum™ platform and Crawford Technologies’ PRO Archiver. They provided a complete customer communications archiving and eDelivery solution that encompassed software products, implementation services and a complete migration from Mobius ViewDirect.

The key components of this solution were:

• The OpenText™ Documentum™ platform was chosen as the enterprise content management platform of choice, providing core repository services, security features and an API for web portal integration.
• CrawfordTech PRO Archiver for Documentum was chosen to provide transformation and archiving services for AFP print streams integrated with the Documentum platform.
• CrawfordTech consulting services was chosen to migrate over 500 Million documents from the existing Mobius ViewDirect archive to the OpenText™ Documentum™ platform
• Accenture provided client-side consulting services to evaluate and recommend vendor solutions and manage the overall delivery of the project

A key benefit for the customer was that Crawford Technologies had staff with decades of experience in both the OpenText™ Documentum™ platform and Mobius ViewDirect archiving system that were able to provide comprehensive services to facilitate the migration.

Results

Retail and business users can now access statements via online portals, which removes the need to print and post statements. Over 50 million new documents are added to the archive yearly, and over half a dozen customer services and web portal applications are connected to the archive.
The client was able to replace several existing legacy archives with the OpenText™ Documentum™ platform, reducing the total cost of ownership for these systems.

PRO Archiver for Documentum provides the key enabling technology for storing and indexing AFP print streams for archiving purposes and converting them into PDF for e-presentment purposes. It allows the users to access and retrieve statements and content over long periods of time with extremely fast response times through mobile devices or the web.