Case Studies

EMC Documentum Case Management Leveraging xCP 2.1

Industry: Insurance Brokerage

Company: Our client is one of the world's largest providers of insurance, reinsurance and employee benefits related advice, brokerage and associated services. Their client proposition is built upon their deep knowledge of insurance related matters, client advocacy, tailored advice and service excellence. They champion independent thinking and focus on results that place their clients first.

The client operates out of a large pool of offices in 40 territories with some 9,500 employees worldwide providing employee benefit solutions in 135 countries.

Summary: Our client was using Documentum 7.0 as their primary repository with 11 independent workflow processes in each country. They needed to connect a set of disparate workflows that overtime had become both outdated and split. Going forward, our client needed a simpler, more efficient and regionally connected process.

Solution Summary: This was a four phase project involving an upgrade to Documentum 7.1, initial implementation of Captiva 7.1 and xCP 2.1. The implementation included workflows for current and future business needs along with a customized look and feel specific to the client.

Technologies: EMC Documentum Suite 7.1, xCP 2.1, and Captiva 7.1