Case Study: Business Development Bank of Canada boosts Exchange Server sync with Connecting Software

Boosting Cb Exchange Server Sync With Censor Abilities for A Canadian Bank

The Business Development Bank of Canada required a secure method to sync its Microsoft Exchange Server data with its new Affinity CRM platform. The challenge was to filter internal communications and sensitive information before synchronization to mitigate risk. Connecting Software was engaged to address this need using its CB Exchange Server Sync product, enhanced with new capabilities.

Connecting Software delivered a customized solution with powerful filtering rules to automatically exclude internal emails and calendar items based on domains, addresses, and content. The result was a secure, one-directional sync that met all security requirements without user interaction, enabling the project's success. The vendor's flexibility was praised, and the developed features were subsequently integrated into its out-of-the-box product, Exchange / Outlook Content Censor.

Business Development Bank of Canada

Yanick Martin

Senior Project Manager