In large organizations, especially those with multiple lines of business and high operational complexity, document management can no longer be understood as a simple archiving process. It requires strategic vision, appropriate technology and specialized teams to accompany the digital transformation.
This is the case of a leading insurance company that has managed to optimize its document ecosystem by combining specialized teams and technology platforms aligned with its corporate strategy.
An approach based on two key pillars
1. Document management analysts: the bridge between business and technology
The document management analyst service has been key to aligning business needs with the system’s technical capabilities. This team performs essential functions:
- Act as a liaison between internal departments and the technical area.
- Translate business needs into clear and achievable functional requirements.
- Design realistic solutions within existing technology platforms.
- Land requirements with agility, precision and results orientation.
Thanks to this role, ideas are transformed into concrete solutions that generate operational impact.
2. Development and evolutionary maintenance of platforms
In parallel, a technical team with a long-term vision is in charge of the development, maintenance and evolution of the document management platforms. Its main responsibilities include:
- Ensure system stability, security and compliance.
- Implement strategic improvements with a “cloud-first” approach, according to the company’s Systems Plan.
- Optimize document processes to improve efficiency and reduce operating costs.
Robust technology: OpenText Documentum at the core of the system
At the heart of this document transformation is OpenText Documentuma robust, scalable and versatile platform capable of managing large volumes of information in a secure and controlled manner.
Our team, with extensive experience in this technology, has been responsible for ensuring that each new implementation or evolution is carefully designed, aligned with business objectives and executed with quality criteria.
Document management aligned with business strategy
The result is a modern, robust document management system that is prepared for future challenges. It is not just a matter of having advanced technology, but of knowing how to use it with criteria, knowledge and the right team behind it.
Because true digital transformation begins when processes, people and technology work in the service of a shared vision.
