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Document Lifecycle Management -

Problem


  • A large record-keeping provider used several custom application to create, distribute and archive multiple types of statements, forms and compliance and marketing documents.

  • The client wished to consolidate the various applications to reduce dependencies and complexities of making periodic changes.

  • Convergent was tasked with designing the document life-cycle management solution.





Solution

  • Our analysts and developers worked with the client’s product managers to analyze their document processing and compliance needs.

  • We designed and developed a custom solution built on the HP ExStream platform to manage the life-cycle (from composition to archival) of the documents generated within the clients organization. These included statements, compliance and marketing collateral, forms and checks.

  • The solution helped the client consolidate printing and mailing operations to a single vendor, thereby reducing costs and risks.




The Stats


  • 124 – Number of unique documents migrated to the new platform.

  • 24 – Target turnaround for print & mail achieved.

  • 9+ Million pages processed during the first year.

  • 1.2 Million saved in the first year through the use of electronic delivery, NCOA, pre-sort & geographically dispersed printing services.

Technology Stack

  • HP ExStream
  • Satori
  • Java
  • Oracle 11i
  • Alfresco
  • PPML

Other Success Stories

  • User Experience Re-Engineering

    Success Story

    Process Automation

    Success Story

    System Migration

    Success Story


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