Global Financial Services Company EPICM Migration

Migrating key information without interrupting day-to-day operations

 

Project Highlights

  • Migrated over 20 million content revisions across four different environments
  • All migrations were completed on budget and well before the deadlines
  • During migration, TEAM IM provided technical support on other initiatives

Customer Background

This Global Financial Services Company is a credit rating, research, investor services, and risk analysis firm. The Company provides credit ratings and related research, data and analytical tools, quantitative credit risk measures, risk scoring software, and credit portfolio management solutions and securities pricing software and valuation models.

This Company relies on the strength and security of the Oracle WebCenter Suite and has a long and fruitful relationship with TEAM IM. Their Content Management System (CMS) has unique requirements that include four distinct data environments around which TEAM IM has provided valuable support.

 

Project Highlights

  • Upgraded and migrated M-Files Cloud to M-Files On-Premise
  • Reviewed and updated vault configurations using industry best practices
  • Upgraded and refreshed Development Test Environments
  • Providing ongoing Enhanced Support

Software Involved

  • M-Files Online (Cloud)
  • M-Files On-Premise

Value to the Customer

  • Better management of valuable content and improved collaboration
  • Improved control of the M-Files platform
  • Support service leaves Regency resources to focus on core business

“Since I took over the Document Management Systems in September 2021, I had the opportunity to work with the TEAM IM team and I couldn’t be happier. The entire team was/is very professional and excellent to work with. Their hard work, dedication and commitment was top notch in getting the migration/upgrade project completed in time with very little support from my internal team. Due to this pleasant experience I’ve decided to hire TEAM IM to provide annual support going forward.”

VP- Software Engineering at The Global Financial Services Company

Project Details

In order to meet compliance requirements, this Global Financial Services Company needed to install, configure, and migrate all of their content from their development, QA, staging, and production environments. And they only had a brief window at the end of Q2 and the start of Q3 to do it.

Because TEAM IM and this Global Financial Services Company have a longstanding partnership, we were the logical choice to make this project happen. This was a complicated project requiring data to be stable and accurate across all four environments involved in the migration.

In under two months, TEAM IM was able to partner with the VP of Software Engineering, their DBAs, and AVPs to complete the migration, improve the resiliency and long term supportability of their architecture and environments, and confirm a period of extended support through 2025.

20,653,213 content revisions were migrated during this project, which included the additional resources of a Delivery Lead, Solution Architect, and two additional engineers. But even with these additional resources and the assistance TEAM IM provided on other initiatives during the migration, the entire project came in early and on budget.

 

“Working on the EPICM Migration effort with this Global Financial Services team was a great experience and I enjoyed further partnering with Mike and TEAM IM on this initiative! Not only were they able to quickly respond and adapt to updates and adjustments needed throughout the project but they were also wonderful to work with. I look forward to partnering with them soon on upcoming professional services work!”

Nicole Lunberg
Global Financial Services Company EPICM Migration Delivery Lead

Value Provided

  • Successfully migrated 100% of content across four different environments
  • Additional support was provided throughout the migration effort
  • Project completed sooner than planned without going over budget
  • An extended support plan was established

Software and Cloud Services Used

  • Oracle WebCenter Content
  • Oracle Database
  • Microsoft SQL Server
  • WLS & WSS domain installation, customized Database Schemas and Custom Components

 

Talk with the expert

“TEAM IM’s M-Connect enabled us to securely streamline documentation exchange between HHB and its clients,”

Jim Himmelwright,
CPA