
Automotive B2B Finance customer
IBM FileNet to Salesforce, M65 and Azure
Client Profile
Our customer is committed to improving automotive dealers’ performance by offering finance & insurance products and services, dealership training, and consulting. The group of four companies provides nearly 4,000 automotive dealerships and retail automotive outlets, representing virtually all manufacturer makes and models, with a variety of products and services.
Proventeq's Solution for the customer
Enabling a smooth transition for the client to their new SharePoint Online environment

Discovery and analysis
Discovery and analysis sessions were held to elicit the end-to-end requirements of the target system so that the Proventeq team could identify key functionality of the client’s case management for their end user. Proventeq’s Content Analyser was used to determine the suitability of SharePoint Online in meeting the EDRMS business requirements.
Integration design
There were a large number of content fields of varying data types. The Proventeq team made the large amount of content easy to find by including these fields in SharePoint’s search schema, allowing users to quickly search for content by these values in these fields across multiple sites.


Information architecture restructuring and optimization
Proventeq’s technical architects analyzed the content fields & components being used in IBM FileNet and replicated the functionality in Salesforce using standard and custom components.
Complex information and case management architecture design
The Proventeq team designed complex Azure Logic Apps workflows to dynamically build the structures to overcome the SharePoint Online folder restrictions/limitations as well as creating relevant customer-centric cases in Salesforce.
