Proventeq helped their customer to modernize their legacy EDRMS and document ingestion platforms

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Client Profile

Our client was embarking on their journey with Microsoft Azure Cloud and M365 platforms to transition out their on-premise IBM FileNet platforms and associated processes to a platform in Azure Cloud, giving them a future-proof system that was secure and compliant. We worked with them to implement a solution that adhered to the customer’s guidelines within the time constraints.

Our client was using an outdated and unsupported legacy EDRMS platform built on IBM FileNet. Their legacy, on-premise document ingestion processes were running as traditional Windows scheduled jobs. The business was looking to transform their external B2C related documents generated by from multiple channels, (including dealer network and internal customer communications management (CCM), and direct communication through web channels).

The technology direction set by our client was designed to take advantage of their existing investments in M365 (SharePoint Online) and Azure Cloud platforms (Logic Apps, and Function Apps, and APIM), to transform the B2C Communication Process Automation requirements.

Proventeq’s M365 and Azure Cloud experts worked closely with the client’s business and technology teams to design and implement a solution. This enabled a smooth transition for the customer to their existing M365 and Azure Cloud platforms for their DocumentCentric Customer Communication Process Automation requirements.

Location

USA

Sector

Automotive/Finance

Source

IBM FileNet

Destination

Microsoft Azure Cloud & Microsoft 365

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The Challenges of Migrating from IBM FileNet to Microsoft Azure Logic Apps and M365

Tight timeframe for the legacy platform replacement

The business transformation needed to be conceived, planned, and executed within a six month timeframe, prior to the imminent decommissioning of IBM FileNet.

Building an ingestion process that could deal with large volumes of data at speed to meet the business SLA’s

This needed to be done using Azure Logic Apps and functions, (public cloud infrastructure – Azure Cloud).

Faster retrieval of documents supporting regulatory compliance & customer data

The legacy application was originally designed to support the capability of querying within a database.

Azure cloud development needed secure authentication with SharePoint Online

The Proventeq team had to implement a solution that adhered to the customer’s guidelines within the time constraints.


Proventeq's Best Practice strategy


Proventeq’s M365 and Azure Cloud experts worked closely with the client’s business and technology teams to design and implement a solution. This enabled a smooth transition for the customer to their existing M365 and Azure Cloud platforms for their Document-centric Customer Communication Process Automation requirements.
Agile-based requirement analysis & technical design

Agile Requirement Analysis & Design

Multiple in-depth workshops were held with the customer to investigate gaps and discover where improvements could be made in the way the data was processed and presented to the users. Proventeq designed a solution that maintained existing processes whilst improving on them. 

Architecture design spikes

Proventeq used design spikes in the agile-based delivery model to address architecture changes introduced by the customer. The Sprint team had to make architectural changes to meet the customer security architecture requirements for the integration between Azure Logic Apps and SharePoint, without affecting the timeline significantly. 

Architecture design spikes
Business SLA’s

Business SLA’s

The requirement to process 20k documents ingested daily and faster retrieval of documents through the new cloud-based solution (Logic Apps and SharePoint). The Proventeq team designed a Logic Apps solution that incorporated a high degree of parallelism that could meet the customer’s SLA’s.  

SharePoint Online customization

The SharePoint platform needed to be customized to deliver the specific business requirements, especially custom search capabilities, custom application development in order to fully decommission the FileNet platform.

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The Results

Decommissioning of legacy system on-time

By rebuilding their processes and business applications in the cloud, using Azure Cloud and M365, Proventeq enabled decommissioning of the client’s legacy FileNet platform on time, reducing costs for the licensing and the infrastructure required to support it.  

Consolidation of processes to a single platform

The consolidation of EDRMS processes within their existing M365 license investments resulted in a streamlined approach to business processes by using a cloud-based digital workplace platform such as M365. 

Cost-effective maintenance

No code/low code developments, support and maintenance, carries with it a lower cost overhead. Proventeq developed and deployed solutions to remediate the existing process automation tasks and to achieve compatibility with the new target platform.

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How Proventeq's M365 and Azure Cloud experts collaborated with the client to smoothly transition their Document-Centric Customer Communication Process Automation to existing platforms.

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