Update of Exstream from version 5 to version 9

about the customer

The customer is an international finance company with branches in 18 countries and strong presence in Europe and Japan. Its main business is insurance, pension funds, investment and banking products. With over 14,000 employees worldwide it ranks among the largest international players in the market.

challenge

The Polish brand which acts as an independent unit within the group used OpenText Exstream solution to communicate with its customers. Besides providing information to customers the CCM system needs to meet all applicable legislative requirements. This is what makes it one of the key business systems.

With the nearing end of support for version 5 the company chose to update its system to (at the time) the most recent version 9. The project was to be completed in six months and one of the key requirements was to preserve continuity and ensure a seamless transition to the new version right from the deployment.

contally solution

OpenText turned directly to Contally as the only supplier in the region having experience with version 5 of their system and with above-standard experience in updating Exstream. What was unusual about this update was the need to update the system in just six months over four main versions of versions two of which (version 6 and 8) involved a significant change of system architecture.

We have managed to complete the project within the set deadline thanks to the internal system of Contally allowing to automate many elements of the process. This system can load different types of documents in all versions of Exstream and highlight the visual or functional changes of the document in its different versions. The new settings can be adjusted later on the basis of the automated feedback from the system.

result

The main challenge with this customer was to update the system while transitioning over multiple system architectures. On our part, these changes required a special approach to transformation of documents and modules. Thanks to the professional experience of the Contally team, its rich experience with different system versions and the internal update management solution we completed this update in record time while meeting all criteria.

Following the go-live the system meets all requirements and produces perfect quality documents.

other case studies

Replacing internal CCM system with an OpenText Exstream solution

Prvá stavebná sporiteľňa (PSS) ranks among the top 10 Slovak mortgage specialists. It was established in 1992, and with more than 30 years of history ranks among the oldest mortgage banks in the Central and Eastern Europe.

The cost of document delivery by post was reduced by more than 50%.

Sorting & Bundling allows companies to bundle multiple documents for the same customer into a single envelope or e-mail. For example, it is possible to mix bills with marketing materials and other documents which can be delivered within several days.

Outsourcing of Exstream administration

The customer is the largest private telecommunications provider in Switzerland. In its broad portfolio it has services such as telecommunication services, internet, TV and network solutions for both retail and business customers. Since 2009, the customer used OpenText Exstream to manage its customer documentation.