Upgrade and Implementation of OpenText Documentum for Oil & Natural Gas Company
Hours Saved Monthly with Automated Scheduling
98% Reduction in Manual Errors Across Systems
$70,000 Annual Savings through Faster Throughput & Legacy System Integration
Overview
To modernize NCSP’s content management system by upgrading their OpenText Documentum environment and implementing streamlined approval processes. The goal was to enhance operational efficiency in managing engineering documents, procurement workflows, and integration with enterprise systems while ensuring long-term scalability and reliability.
Challenges
Outdated System Infrastructure:
- The existing Documentum environment (6.5 SP2) was outdated and struggled to meet the operational demands of managing engineering and procurement documents.
- Limited scalability to handle growing data volumes and future requirements.
Integration Gaps:
- Lack of integration with critical enterprise applications like Oracle and Maximo systems hindered seamless data flow.
Inefficient Workflows
- Approval processes for procurement and engineering documents were manual, time-consuming, and error-prone.
Disaster Recovery and System Resilience:
- The existing environment lacked a robust disaster recovery (DR) solution, increasing the risk of downtime and data loss.
Implemented Solution: Modernization with OpenText Documentum
Platform Upgrade:
- Upgraded Documentum environment from 6.5 SP2 to 7.3, ensuring compatibility with modern technologies and improved system performance.
Integration with Enterprise Systems:
- Developed custom links to integrate Oracle applications with Documentum, enabling seamless access and data sharing.
- Established connections with Maximo and the Operating Management System, improving data consistency and operational workflows.
Customizations for Procurement Processes:
- Configured and implemented customized workflows to automate approval processes for procurement, reducing manual effort and errors.
Disaster Recovery Implementation:
- Deployed a robust DR solution to ensure business continuity and data protection during unforeseen disruptions.
Environment Setup and Optimization:
- Installed and configured all Documentum components, including Content Server 7.3, xPlore 1.6, Webtop 6.8.2, and Oracle 12c.
- Optimized system performance to handle the organization’s planned capacity needs and future growth.
Focus Areas, Actions, and Benefits
Focus Area:
- Platform Modernization
- Workflow Optimization
- System Integration
- Disaster Recovery
- Environment Optimization
Proposed Actions:
- Upgraded Documentum components to version 7.3.
- Automated procurement approval processes.
- Established custom links with Oracle and Maximo.
- Deployed robust DR mechanisms.
- Configured and optimized Documentum components.
Customer Benefits:
- Improved performance, scalability, and reliability.
- Reduced manual errors and increased efficiency.
- Enhanced operational workflows and data consistency.
- Minimized downtime and ensured data protection.
- Enabled seamless operations and scalability.
Key Features and Benefits
Enhanced System Performance:
- The upgraded Documentum environment significantly improved speed and reliability, meeting NCSP’s growing operational demands.
Streamlined Procurement Workflows:
- Automated approval processes reduced time-to-completion and improved accuracy in procurement operations.
Seamless Integration:
- Integrated Documentum with Oracle and Maximo systems for better collaboration and operational efficiency.
Improved Resilience:
- A disaster recovery solution ensured business continuity and data protection during critical incidents.
Future-Ready Infrastructure:
- The modernized environment provided scalability to support NCSP’s future growth and operational needs.
How TechTiera’s Expertise and Approach Ensured a Successful Upgrade and Implementation
TechTiera leveraged its deep expertise in OpenText Documentum to deliver a seamless upgrade and implementation for NCSP. By adopting a tailored approach, TechTiera ensured the solution aligned with the joint venture’s operational goals and challenges.
TechTiera’s Expertise and Approach
Strategic Planning and Analysis:
- Conducted a detailed assessment of NCSP’s existing environment to identify system limitations and business requirements.
- Developed a phased upgrade and implementation plan to minimize disruption.
Platform Modernization:
- Executed the upgrade to Documentum 7.3, ensuring compatibility with modern technologies and enhanced performance.
- Configured environment setup and optimized components to handle planned capacity and future demands.
Custom Integration and Workflows:
- Developed custom links to seamlessly integrate Oracle and Maximo systems, ensuring data consistency across platforms.
- Designed and implemented automated approval workflows tailored to NCSP’s procurement processes.
Disaster Recovery Implementation:
- Deployed a comprehensive DR solution, ensuring system resilience and data protection during outages.
Training and Knowledge Transfer:
- Delivered targeted training for administrators and end-users to enable effective use of the new system
- Provided detailed documentation for system management and troubleshooting.
Outcomes Delivered by TechTiera
Operational Efficiency:
- Automated workflows and system integration reduced process times and improved overall productivity.
Enhanced System Resilience:
- The DR solution minimized downtime and safeguarded critical data.
Future-Ready Infrastructure:
- The upgraded environment provided scalability and reliability to meet NCSP’s long-term operational goals.
Seamless Collaboration:
- Integration with Oracle and Maximo enhanced collaboration and streamlined data management.
Why TechTiera?
TechTiera’s technical expertise, customer-first approach, and proven track record in OpenText Documentum ensured a smooth and successful project for NCSP. By delivering a modern, scalable, and efficient content management solution, TechTiera empowered NCSP to achieve operational excellence and future growth in the highly demanding gas pipeline industry.

