Upgrade and Implementation of OpenText Documentum for General Insurance Company (Insurance major in India)
Hours Saved Monthly with Automated Scheduling
98% Reduction in Manual Errors Across Systems
$70,000 Annual Savings through Faster Throughput & Legacy System Integration
Objective
To modernize General Insurance’s Enterprise Document Management System (EDMS) by upgrading the Documentum environment to the latest version, enhancing system performance, ensuring high availability, and integrating with critical insurance applications. The goal was to improve scalability, enable seamless integration, and optimize content management processes.
Challenges
- Legacy System Limitations:
- The existing Documentum environment (7.2) was outdated, limiting performance and scalability.
- Lack of modern features and integrations hindered operational efficiency.
- Cross-Platform Compatibility:
- Transitioning from Oracle to SQL Server required careful migration to ensure data integrity.
- System Reliability:
- The absence of robust high-availability mechanisms led to frequent downtime, impacting critical insurance operations.
- Integration with Existing Applications:
- Ensuring seamless integration with .NET-based insurance applications was essential for efficient workflows and data management.
Implemented Solution: Migration and Modernization with OpenText Documentum
- Version Upgrade:
- Upgraded Documentum components from 7.2 to 20.4, ensuring compatibility with modern technologies and delivering enhanced functionality.
- Customized existing Documentum applications to align with General Insurance Companie’s evolving business needs.
- Data Migration:
- Migrated the Docbase from Oracle to SQL Server, ensuring data integrity and minimizing operational disruption during the transition.
- High Availability and Load Balancing:
- Implemented NAS-based high-availability architecture for the Content Server.
- Configured Apache Load Balancers for WebTop, DFS, and xPlore to ensure continuous system uptime and improved performance.
- System Integration:
- Integrated Documentum with other .NET-based insurance applications using Documentum Foundation Services (DFS), enabling seamless data flow and process alignment.
- Environment Optimization:
- Installed and upgraded Documentum products in a Linux environment to improve system reliability and scalability.
- Configured load balancers across all applications to optimize performance during peak usage.
Focus Areas, Actions, and Benefits
| Focus Area | Proposed Actions | Customer Benefits |
|---|---|---|
| Platform Modernization | Upgraded Documentum to version 20.4. | Enhanced system performance and access to modern features. |
| Data Migration | Transitioned from Oracle to SQL Server. | Improved database compatibility and reduced maintenance costs. |
| High Availability | Implemented NAS and Apache load balancers. | Minimized downtime and ensured consistent system performance. |
| System Integration | Integrated Documentum with .NET-based applications. | Enabled seamless workflows and operational efficiency. |
| Environment Optimization | Optimized Documentum components in Linux. | Improved scalability and system reliability. |
Key Features and Benefits
- Modernized System Architecture:
- Upgraded Documentum version provided a more robust and scalable platform to handle increased operational demands.
- Enhanced Data Management:
- Migrated Docbase to SQL Server, reducing costs and ensuring data integrity during the transition.
- Reliable High-Availability Setup:
- NAS-based architecture and load balancers ensured continuous uptime and improved performance across applications.
- Seamless Integration:
- Integration with .NET applications streamlined workflows and enabled consistent data sharing.
- Future-Ready Infrastructure:
- Optimized environment provided scalability to support future growth and operational needs.
How TechTiera’s Expertise and Approach Ensured a Successful Upgrade and Implementation
TechTiera delivered a seamless upgrade and implementation for General Insurance Company, leveraging its extensive expertise in OpenText Documentum and focus on customer-specific challenges.
TechTiera’s Expertise and Approach
- Comprehensive Planning and Strategy:
- Conducted a detailed assessment of General Insurance Companie’s existing environment to identify potential risks and opportunities.
- Designed a phased implementation and migration plan to minimize disruptions.
- Efficient Data Migration:
- Transitioned the Docbase from Oracle to SQL Server with meticulous attention to data integrity and minimal downtime.
- System Modernization and High Availability:
- Upgraded Documentum components to 20.4 and implemented NAS-based high availability to improve reliability.
- Configured Apache Load Balancers to optimize system performance during peak usage.
- Custom Integration and Optimization:
- Developed custom integrations with .NET-based insurance applications using DFS, ensuring seamless operational workflows.
- Installed and optimized Documentum products in Linux for better reliability and scalability.
- Training and Knowledge Transfer:
- Delivered targeted training sessions for administrators and users, enabling effective use of the upgraded system.
- Provided detailed documentation to support ongoing operations and system maintenance.
Outcomes Delivered by TechTiera
- Operational Efficiency:
- Automated and optimized workflows reduced manual intervention and improved overall productivity.
- Improved System Uptime:
- High-availability architecture minimized downtime and ensured reliable performance.
- Enhanced Integration:
- Seamless integration with insurance applications enabled efficient workflows and consistent data sharing.
- Scalable Infrastructure:
- Upgraded and optimized environment provided a foundation for future growth and evolving business needs.
Why TechTiera?
TechTiera’s expertise in OpenText Documentum, coupled with its customer-focused approach, ensured the success of General Insurance Companie’s upgrade project. By delivering a scalable, high-performing, and integrated solution, TechTiera empowered the client to streamline their operations, improve reliability, and achieve long-term operational excellence.

