CASE STUDY:
Global Deployment of Pitch Book Creation and Management System for a Large Investment Bank
Improved productivity and automated the Pitch Book creation process
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- Implementation of the Content Server in a Distributed Content Model across the world serving over 25 countries
- Integrated with Deal Management and CRM applications
- Migrated Content from Filenet to Documentum
- Provided custom templates to enable document creation and a custom add-in to embed images from docbase into MS Office Files. Integrated with Pres Link and Fast Track to link content dynamically between files.
- Implemented CYA Hot backup for recovery and BCP purposes and to address retention policies per SEC guidelines
- Customer Global Investment Bank
- Period Phased roll out started in 2002 (more than 2000 users)
- Keywords Template rollout, Filenet Migration, Hot Back up Implementation, Distributed Content Management
- Scope Automation of the Pitchbook creation process
- Key Analysis Architecture Design, Business Process Redesign, Interfacing, Security design to enable improved productivity while meeting the regulatory, compliance and audit needs.
- Scale 5000 users spread over 25 countries
- Technologies Documentum Content Server 5i, Webtop, PresLink, Fast Track, CYA Hot Backup, BEA Weblogic Integration
- For further information, please contact us at:
- sales@cosiconsulting.com
