SUCCESS STORY
Enterprise Content Management Pre-Study for a Swiss Bank
An existing document management solution did not meet requirements anymore, especially from an architectural standpoint (interfaces/deployment/scaling) and it was important to find a reasonable solution because changes to existing DMS are costly.
Joachim Freitag, Managing Partner IseoSolutions
“One is overwhelmed by the amount of information surrounding us every day. When there is a need to find accurate and up to date information related to ECM systems, products and vendors, the number of reliable technical resources becomes very limited. Only years of experience implementing ECM projects will help you to navigate that information desert.”
Challenge
Our customer operates in Financial Institution industry, located in Switzerland and has ~300 employees in 20 branches. Their Existing Document Management Solution does not meet requirements anymore, especially from an architectural standpoint (interfaces/deployment/scaling), besides that changes to existing DMS are costly.
Goals
Align ECM systems to current and future company IT strategy;
Integrate ECM into future proven IT architecture and innovative software design methods based on Micro Services platform (Service Layer Architecture);
Keep existing content in strategic Storage platform.
ECM pre-study & market research
The following activities were chosen to address the challenge:
01. Collect and prioritize functional and non-functional requirements together with the project team;
02. Facilitate IseoSolutions market experience for an anonymous ECM market analysis / vendor selection based on requirements:
Keep existing content storage platform incl. retention management;
Future-proof REST-API / Micro Services Architecture;
Microsoft Office 365 integration capabilities;
Automated intelligent Metadata Management / Classification for powerful document search (full text, metadata, hybrid);
ECM Service integration into existing Core Banking Systems used by the customer;
System performance to manage 200.000 new documents per day and 50+ Mio documents in total;
Country-specific requirements.
03. Provide management decision template with shortlist of relevant ECM Vendors
Results
Finalized Requirement List
Vendor-specific collection of ECM architecture & technology information
Ranked short list of 10 potential ECM vendors / ECM solutions
IseoSolutions as trusted ECM advisor had access to customer requirements and insight in future challenges and planning;
Customer guidance with market proven ECM competence and expertise out of the last 25+ years IseoLabs experience;
Vendor assessment based on technical understanding of available products & solutions;
Provide insight in the complex & Marketing-driven ECM market with many products & solutions.
Next steps
Vendor request & assessment planned for 2023
Proof of concept (Define Use cases & KPIs)
Define ECM Architecture & Migration approach
With IseoSolutions “Time2Run” approach
No information loss from Pre-Study
Immediate start into Vendor assessment
Save time & money until GoLive
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