Case Study: Pacific Life achieves faster OpenText document processing with EzeScan

'Insuring’ a successful ECM deployment with EzeScan

Pacific Life, a provider of insurance and investment products, faced significant user adoption challenges after transitioning its corporate secretary's office to an OpenText content management system. The staff found the manual process for uploading, renaming, and adding metadata to complex legal PDFs to be overly convoluted and time-consuming. This necessitated a more streamlined solution to integrate documents into the new system, leading them to the vendor EzeScan.

Pacific Life implemented the EzeScan capture solution, which automates the process by taking files from a shared location and registering them directly into OpenText with minimal user intervention. The solution included the EzeScan WebApps for remote indexing and the EzeScan Server for automated background processing. The results were dramatic: a document queue that previously took days to process was completed in under two hours, and user adoption improved significantly after only a single hour of training. EzeScan enabled automatic OCR and standardized naming conventions, which dramatically improved document retrieval and saved the company time and resources.

Pacific Life

Jessica Nilsen

Senior Business Analyst