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Automotive B2B Finance customer
IBM FileNet to Salesforce, M65 and Azure
JM&A - Client Profile
Our customer is committed to improving automotive dealers’ performance by offering finance & insurance products and services, dealership training, and consulting. The group of four companies provides nearly 4,000 automotive dealerships and retail automotive outlets, representing virtually all manufacturer makes and models, with a variety of products and services.
Case study overview
Our client provides B2B operational management within the retail automotive industry. They were looking to replace their legacy (Electronic Document and Records Management System) platform using IBM FileNet with both Salesforce (Service/Sales) Cloud & Microsoft SharePoint Online. Additionally, our client wanted to replace their existing case management workflow tool on IBM FileNet with Salesforce Service & Sales Cloud.
There were a large number of content fields of varying data types. The Proventeq team made a large amount of content easy to find by including these fields in SharePoint’s search schema, allowing users to quickly search for content by these values in these fields across multiple sites. The challenges of multiple ingestion routes into the information system and the fact the client was approaching the end of the licensing period for IBM FileNet, had to be addressed. Over 80 million files had to be migrated from IBM FileNet to Microsoft SharePoint Online before the source system could be decommissioned.
Proventeq helped their client to migrate from an outdated legacy platform and move from on-premise servers to a platform in the cloud, giving them a future-proof system that was secure and compliant.
The challenges of migrating from IBM FileNet to Salesforce Service/ Sales Cloud & Microsoft SharePoint Online
Multiple ingestion routes into the information system
The need for a content-centric case management platform
Accommodation of business constraints
Complex information management requirement
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Proventeq's Solution for the customer
Enabling a smooth transition for the client to their new SharePoint Online environment
Discovery and analysis
Discovery and analysis sessions were held to elicit the end-to-end requirements of the target system so that the Proventeq team could identify key functionality of the client’s case management for their end user. Proventeq’s Content Analyser was used to determine the suitability of SharePoint Online in meeting the EDRMS business requirements.
There were a large number of content fields of varying data types. The Proventeq team made the large amount of content easy to find by including these fields in SharePoint’s search schema, allowing users to quickly search for content by these values in these fields across multiple sites.
Information architecture restructuring and optimization
Proventeq’s technical architects analyzed the content fields & components being used in IBM FileNet and replicated the functionality in Salesforce using standard and custom components.
Complex information and case management architecture design
The Proventeq team designed complex Azure Logic Apps workflows to dynamically build the structures to overcome the SharePoint Online folder restrictions/limitations as well as creating relevant customer-centric cases in Salesforce.