Case Study: Federated Investors Streamlines Content Publishing with OpenText ECM Suite

Federated Investors - Customer Case Study

Federated Investors, a large investment management firm, faced a significant challenge with its manually-intensive content publishing processes. The company struggled with a lack of internal approvals, duplicated efforts due to asynchronous workflows, and an inadequate manual audit trail, creating compliance risks and inefficiencies in its marketing and regulatory departments. To address this, they turned to OpenText and its ECM Suite for a solution.

OpenText implemented a workflow automation solution built upon their existing Document Management system, integrating it with the company's web content management. This provided a centralized content repository and standardized business processes. The results were dramatic: Federated achieved up to 2,000 concurrent workflows, drastically decreased publishing time, and established automated, comprehensive audit trails. OpenText's solution delivered a strong return on investment through great monetary savings and created a more efficient and compliant work environment.

Federated

Scott Galligan

Business Analyst and Project Manager