Our client, the General Counsel’s Office of a leading global financial company, was using multiple disparate document management applications, file repositories, and collaboration solutions among their global regions for the management of their mission critical business documents. The primary legacy application became unsupportable, and plans to extend it to meet business needs were not feasible. In addition, the client had a strategic initiative to implement a Records Management solution for the GCO. This plan could not be realized in the legacy system. The client sought to replace the existing application with a state-of-the-art enterprise Document Management solution to standardize document management processes globally, achieve higher levels of compliance, and provide the right foundation for their Records Management initiative.

Their ideal solution would be a standard Document Management platform with secure document sharing and collaboration features to suit all the global regions. It would also directly support the Records Management strategic initiative. Legacy content from several different existing repositories would need to be migrated to the target system. ArborSys accomplished each of these goals.

ArborSys collaborated with the client’s key business and IT teams to design, develop, and implement an enterprise-wide document management system that met the client’s needs comprehensively across the enterprise. ArborSys conducted requirements gathering workshops with each of the global groups to identify and standardize processes. After the design and implementation of the system was completed, ArborSys developed and delivered the training globally.