Migration from Documentum WebTop to OpenText Documentum D2
Hours Saved Monthly with Automated Scheduling
Objective
The goal of this project was to modernize the organization’s content management environment by migrating from the outdated Documentum WebTop to OpenText Documentum D2, ensuring scalability, better user adoption, and seamless integration with enterprise systems. The focus was on enhancing efficiency, improving the user experience, and reducing maintenance costs.
Problem: Challenges with Documentum WebTop
- Outdated User Interface and User Experience:
- WebTop’s complex and non-intuitive interface resulted in poor user adoption.
- Navigational challenges reduced user productivity and increased training costs.
- Scalability Issues:
- WebTop struggled with increasing document volumes and user loads.
- The system lacked flexibility to accommodate evolving business needs.
- Integration Limitations:
- Limited integration capabilities with modern ERP and CRM systems hindered collaboration and data flow.
- Maintenance and Support Challenges:
- WebTop’s legacy architecture incurred high maintenance costs.
- Lack of support for new technologies made the system increasingly obsolete.
Implemented Solution: Migration to OpenText | Documentum D2
- Modernized User Interface:
- D2’s intuitive and customizable interface drastically improved the user experience.
- Tailored interfaces were created to cater to specific departmental workflows.
- Enhanced Scalability:
- Designed a scalable solution capable of managing large document volumes and user demands.
- Optimized workflows improved performance, eliminating bottlenecks.
- Seamless Integration with Enterprise Systems:
- Custom integration tools and REST APIs were employed to facilitate seamless data sharing with ERP, CRM, Enterprise Asset Management (EAM) and other systems.
- Advanced Document Management:
- The D2 configuration architecture enabled effective redefinition of user workflows without compromising core Documentum features.
- Integrated Content Transformation Services for automatic PDF rendition generation.
- Comprehensive Training and Change Management:
- Structured user training programs ensured smooth transition and adoption.
- Feedback-driven refinements enhanced user satisfaction and system alignment with business needs.
Focus Areas, Actions and Benefits:
| Focus Area | Proposed Actions | Customer Benefits |
|---|---|---|
| User Interface Modernization | Redesigned workflows and intuitive UI components. | Improved user satisfaction and productivity. |
| Workflow Optimization | Configured custom workflows for document lifecycle management. | Streamlined processes, reduced manual effort. |
| Scalability | Deployed hybrid cloud infrastructure. | Scalable solution to meet future growth. |
| System Integration | Implemented REST APIs for enterprise integration. | Unified systems for enhanced collaboration. |
| Change Management | Delivered hands-on training and ongoing support. | Smooth user transition and minimal downtime. |
Outcome: Key Features and Benefits:
- Increased Efficiency and Productivity:
- Faster document retrieval and improved search capabilities boosted operational efficiency.
- Automated workflows reduced manual intervention and streamlined processes.
- Improved Collaboration and Integration:
- Seamless integration with ERP and CRM systems enabled better cross-departmental collaboration.
- Enhanced User Adoption:
- Tailored interfaces and comprehensive training resulted in higher satisfaction and system usage rates.
- Sustainability:
- OpenText’s support and technology alignment ensured long-term viability and reduced future migration needs.
Technology Stack
| Software | Functionality |
|---|---|
| Documentum Content Server: | Core Server used for storing and managing documents and metadata. |
| OpenText Documentum D2-Config: | The core client application designing & solution developing platform for document management, providing a scalable and secure ECM solution. |
| Documentum D2 Client: | Workspace & Widgets based client for end-user access. |
| Documentum Content Transformation Services: | To generated pdf renditions for MS Office documents. |
| REST APIs: | To facilitate integrations with other enterprise applications. |
| Cloud Deployment: | Using a hybrid cloud infrastructure for scalability and cost-effectiveness. |
How TechTiera’s Expertise and Approach Ensured a Successful Migration and Support of Documentum D2
TechTiera provided end-to-end expertise to ensure the seamless migration from Documentum WebTop to Documentum D2, focusing on delivering a future-proof solution aligned with the organization’s operational needs.
TechTiera’s Expertise and Approach
- Strategic Planning and Analysis:
- Conducted a detailed assessment of the existing WebTop environment and identified key areas of improvement.
- Developed a phased migration strategy to minimize disruption and ensure data integrity.
- Custom Configuration and Development:
- Designed user-friendly interfaces using D2-Config, ensuring smooth adoption by end-users.
- Created custom workflows tailored to departmental requirements, streamlining document management and approval processes.
- Seamless Migration and Integration:
- Executed a seamless migration of data and workflows, ensuring zero data loss and maintaining business continuity.
- Integrated D2 with existing enterprise systems using REST APIs for consistent data flow and operational efficiency.
- Scalable and Secure Deployment:
- Implemented a hybrid cloud infrastructure to enhance scalability and cost-effectiveness.
- Configured robust security settings, including role-based access control, to protect sensitive information.
- Training and Support:
- Delivered customized training programs to empower users with confidence in the new system.
- Established a responsive support model for ongoing maintenance, ensuring peak system performance.
Outcomes Delivered by TechTiera
- Efficiency Gains:
- Improved document retrieval times and streamlined processes reduced operational bottlenecks.
- Automated workflows minimized manual effort and errors.
- Improved Collaboration:
- Enhanced system integration enabled seamless collaboration across departments.
- Higher User Satisfaction:
- User surveys post-implementation reported increased satisfaction due to the intuitive interface and reliable performance.
- Future-Ready Infrastructure:
- Scalable architecture and hybrid cloud deployment ensured long-term system sustainability.
Why TechTiera?
TechTiera’s domain expertise, customer-first approach, and technical acumen ensured the successful migration from WebTop to D2. By aligning the solution with the organization’s goals and delivering on-time, on-budget results, TechTiera empowered the organization to embrace modern content management practices with confidence. This migration laid the foundation for long-term operational excellence and growth.
Region:
Asia Pacific
Industry:
Oil & Natural Gas
Customer:
Oil & Natural Gas Major in Asia Pacific Region
Platform:
