Republic Financial is a deal-oriented financial services boutique that uses Livelink to manage workgroup collaboration and audit compliance. Analysts, salespeople, and support staff use a “virtual deal book” to store, control, and view electronic and physical records. As Livelink replaced the hard-copy deal books and grew into and enterprise application, the critical function of generating correct and timely reports out of the system became time-consuming and unreliable. Working from its Offshore Development Center, TechRP analyzed data requirements and wrote or re-wrote reports using the Open Text LiveReports and WebReports functionality. The end result was significant process improvement, better management information, and timely audit compliance. Benefits included reduced administrative overhead and the elimination of rework related to the organization of documentary records. TechRP has continued to deliver ECM benefits to Republic Financial, including design and customization of complex workflows to automate the creation of loan folders using category-based metadata.

MetLife is a major insurance company with a mission-critical commitment to document control, assembly, and production using Open Text Livelink and InSystems Calligo. The systems had not been upgraded in several years, leaving a seriously outdated technical architecture that threw off high support costs, reduced functionality, and poor response times. Using a combination of on-site and offshore professionals, TechRP helped MetLife plan and execute complex, multi-step upgrades in multiple environments. The team also planned and executed a comprehensive change management effort. Now that the environment is stable and up-to-date, MetLife is realizing lower support costs and is in a position to take advantage of the complete range of ECM functionality.

Comdata designs and manages payment processing networks for government and commercial clients, processing millions of transactions every day. The organization chose Open Text Livelink to be the backbone of its document management and audit compliance activities. TechRP conducted the initial installation and configuration of Livelink. The team, working from Indian and on-site in Nashville, implemented community, information, and security models; designed and implemented an extensible corporate taxonomy; and automated business processes. The initial departmental implementation was a resounding success and Comdata now plans to use Livelink for corporate records management. Using web services, Livelink will also interact with several line-of-business systems to enable innovative new product lines.

The Aerospace Corporation is a federally funded research and development center that uses Livelink for enterprise-wide knowledge management. As a company that develops, markets, and sells knowledge exclusively, the scientists and other professionals of The Aerospace Corporation rely on knowledge management processes and technologies every day. But a KM system is only valuable if it is used. A barrier to usage emerged with many users and knowledge champions began to complain about the standard way that Livelink handled permission when moving a knowledge artifact from one location to another. TechRP modified the Livelink move functionality to make it resemble the desired features of the Livelink copy. The effort required detail, frequent communication in the style of Agile Development to elicit the exactly feature set requested. Thorough testing and installation support ensured a flawless move to production and helped The Aerospace Corporation increase user adoption, a critical feature in their KM strategy.

Digene develops, manufactures, and markets proprietary DNA and RNA tests focused on women's cancers and infectious diseases. Compliance with FDA requirements over document control is part of everyday life at a life sciences organization; Livelink has been the ECM backbone of choice for two years. After a recent explosion in system usage, Digene faced problems in the areas of software compatibility, system performance, and change management. TechRP team performed an ECM assessment, conducting interviews and performing a system audit on-site work with its set of proprietary utilities. The resulting deliverable was a roadmap for the next 18 months of ECM stabilization and improvement at Digene.

Blum Capital utilizes private equity and strategic block transactions to invest in both public and private companies for its institutional and high net worth partners. Livelink is the backbone of document control, providing support for workgroup collaboration and audit compliance. The system included a scanning and imaging component that was incorrectly identifying the type of documents in many cases, invalidating the results of several key management reports and threatening effective system usage. TechRP experts from Bangalore duplicated the problem, identified and resolved the root cause, and provided a solution in a matter of days. Audit reports now correctly reflect the state of documentary evidence and Blum Capital is free to pursue additional return on its investment in ECM.

Jazz Pharmaceuticals develops and commercializes neurological and psychiatric products. TechRP performed an ECM assessment, conducting interviews and performing a system audit on-site work with its set of proprietary utilities. The resulting recommendations resulted in significant cost savings, process improvements, and usability enhancements.

This large, multi-product concern (name withheld on request, hereafter “the firm”) has been using Livelink for almost five years, supporting thousands of users in a complex, highly customized environment. When the time came to upgrade the software, the firm learned through painful experience that none of its approved IT vendors could provide competent Livelink expertise from its staff. Attempts to hire Livelink people from the ecosystem of contractors were a dismal failure. Finally, the firm called TechRP and was able to gain access to highly qualified expertise on an as-needed basis. The upgrade was completely successfully and TechRP showed that it was willing and able to look out for the needs of its clients, even where internal staffing policies were dysfunctional.