A Regional P&C Insurance company has embarked on phase wise migration of documents from Legacy platform to OpenText Exstream.

Results
  • Streamlining operations through consolidating of the legacy word document templates into smaller number of templates.
  • Configuring Exstream Empower components to allow business owners follow document editing workflow and edit the content of the Interactive letters.
  • Configuration of Command Center & Exstream Delivery Manager modules for distributing communications.
  • Worked closely with Business users for interactive forms design and development.

Business Situation

  • Need for consolidating multiple document templates into smaller number of templates.
  • Need for capabilities to allow business owners to collaborate and edit the content of the interactive letters.

Challenge

  • Rebranding of 1700+ word documents.
  • Unstructured LAN based folder structure causing issues with correspondence template management.
  • Inconsistent customer communication, and lack of personalized communications.
  • Shorter time line to migrate the word documents to Exstream.
  • Fulfillment of Empower documents via Command center within Exstream instead of web service.

Solution

  • Implemented VM practice accelerators for document migration and design – saved significant design effort to meet time lines.
  • Instituted deployment processes, checklists, custom scripts for package comparison to reduce deployment defects.
  • Configuration of Command Center & Exstream Delivery Manager modules for multi-channel distribution.
  • Configuring Exstream Empower components allow business owners to follow document editing workflow and edit the content of the Interactive letters.
  • Governance Reviews with Business and IT stakeholders.