Banking
After receiving a mandate to move away from managing content on a Windows shared drive, a large bank struggled to find a solution that would work in its environment where there is heavy use of embedded objects in Office documents from 3rd party tools like Factset and Bloomberg. Insight was able to solve this challenge and delight users with an experience that was very familiar to their existing process. They also discovered that Insight overcame a number of old limitations with Windows that made managing content much more efficient.
Financial Services
After suffering from poor user
acceptance of its new content management
platform, a major European financial services firm
contacted COSI Consulting for help. With
growing concern over how users were sharing
content to avoid limitations with the new system
the firm decided to implement Insight to give
users an experience that was as simple as the old
Windows shared drive but still provided the
auditability it needed. Since the implementation
it has seen a significant increase in user
acceptance and is looking for ways to leverage
Insight for further business process automation.
Energy
At a major US energy firm, Insight
LegalDocs is used to manage email chain of
custody and collaboration on critical legal
documentation. The new solution allows the
team to automatically generate docket numbers,
file content based on multiple attributes, and
effortlessly save emails and attachments directly
into Documentum. Best of all, the legal team can
continue to work directly in Microsoft Outlook,
eliminating the need for training on a new tool.
