Output Management for business-critical communication in the banking sector

Specialized support for complex document and customer communication landscapes in the banking sector – from evolved template and legacy systems to modernization, OpenText Communications / Cloud Native, and stable operations.

OpenText · Cloud Native · CCM · Modernization

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Industry Context

When business-critical communication meets evolved system landscapes

Document and communication processes in the banking sector are often deeply embedded in existing business processes, system landscapes, and technical integrations. At the same time, established legacy solutions and extensive template inventories are meeting new platform and architectural strategies.

01

Evolved Document Landscapes

Templates, document logic, and custom solutions developed over many years create complex dependencies that must be taken into account when making changes to the output platform.

02

Legacy Technologies

Existing text systems, custom solutions, and Word-based templates can increasingly hinder the further development and modernization of the document landscape.

03

Customer Communications

Document creation and customer communication must interact reliably across various processes and systems and be consistently integrated into the existing enterprise landscape.

04

Controlled Modernization

Existing document processes must be modernized or migrated without losing sight of relevant communication processes and technical dependencies.

Expertise

Output management aligned with central communication and transformation requirements

etiam supports banks wherever specialized output management and CCM expertise is required within complex OpenText and enterprise landscapes.

Further develop complex document and communication processes

Support for the technical advancement of templates, document logic, and output processes within existing enterprise landscapes.

Requirements are not viewed in isolation at the document level, but rather in interaction with the platform, integrations, and existing business processes.

Establish modern OpenText Communications architectures

Support for the architecture, implementation, and integration of OpenText Communications / Cloud Native within existing enterprise landscapes.

Existing document processes and technical dependencies are taken into account from the start and integrated into the future platform architecture.

Modernizing established document landscapes in a controlled manner

Analyze legacy text systems, existing templates, and custom document logic in a structured way and migrate them to modern output management platforms.

etiam provides support from the initial technical assessment and migration planning through to implementation, validation, and go-live.

Reliably supporting business-critical output platforms

Specialized support for production output management environments, including troubleshooting, changes, upgrades, and technical inquiries.

Existing platforms and integrations are viewed in their overall context to precisely isolate technical issues and implement changes in a controlled manner.

Legacy platforms

Existing StreamServe, Exstream, or other legacy environments are reaching their technological or strategic limits and need to be transitioned to a future-proof platform.

Legacy platforms

Existing StreamServe, Exstream, or other legacy environments are reaching their technological or strategic limits and need to be transitioned to a future-proof platform.

Customer Communications

Future-proofing established document landscapes

Complex customer communication is often based on a multitude of existing templates, document logic, data sources, and technical integrations. When platforms are modernized, these components must be considered together and transferred into the future architecture in a structured manner.

etiam combines experience with established document landscapes and existing OpenText platforms with expertise in modern OpenText Communications / Cloud Native architectures.

01

Templates

Analyze and further develop existing template inventories and migrate them in a structured manner to the future platform as part of a modernization project.
02

Document Logic

Understand established rules and processing logic and reliably account for them during further development or migration.
03

Integration

Connect document processes with existing data sources, business processes, and adjacent enterprise systems.
04

Cloud Native

Align existing document landscapes with modern OpenText Communications / cloud-native architectures and migrate them in a controlled manner.
Delivery & Risk Management

Modernization without losing control over existing document processes

Established document landscapes are closely tied to existing business processes, integrations, and technical dependencies. Modernization must therefore consider not only the future platform but also the controlled transition of existing document and communication processes.

Controlled migration of complex document landscapes

Templates, document logic, data sources, and integrations must be considered together during a migration.

Structured migration planning creates the foundation for identifying existing dependencies early and transitioning document processes into the new environment in a controlled manner.

Targeted preparation of the new platform for production

Testing and technical validation are integrated throughout the implementation phase, ensuring that migrated templates, document logic, and integrations can be continuously verified.

This allows technical issues to be identified early and relevant document processes to be prepared for production in a structured manner.

Accounting for existing communication processes during transformation

During modernization, existing document and communication processes remain part of the operational system landscape.

Architecture and migration planning therefore take into account both the target technical state and the existing processes and dependencies that remain relevant during the transition.

Supporting the go-live and stabilizing the new environment

Modernization does not end with the technical migration. It is the go-live process that transitions your new document landscape into regular operations.

etiam guides you through this transition and provides support for the subsequent technical stabilization of your new environment.

Legacy platforms

Existing StreamServe, Exstream, or other legacy environments are reaching their technological or strategic limits and need to be transitioned to a future-proof platform.

Legacy platforms

Existing StreamServe, Exstream, or other legacy environments are reaching their technological or strategic limits and need to be transitioned to a future-proof platform.

Technologies

Deep expertise in business-critical output technologies

From complex legacy landscapes to modern cloud-native platforms, etiam combines in-depth technical expertise with extensive experience in development, migration, integration, and operations.

OpenText Communications / Cloud Native

Consulting and hands-on implementation for modern output landscapes – from architecture and deployment to migrating existing systems to cloud-native.

OpenText Exstream Classic

In-depth expertise for existing Exstream Classic landscapes, as well as their ongoing development and operation.

OpenText Exstream / StreamServe

Many years of experience in the development, integration, and operation of established Exstream and StreamServe landscapes, as well as their modernization and migration.

SAP IS-U application forms (Print Workbench)

Design, development, and modernization of SAP IS-U application forms – including Print Workbench, integration, and production-ready implementation.
References

Selected projects

Insights into the modernization of complex document and output management landscapes in regulated enterprise environments.

OpenText Communications / Cloud Native Migration

Description
Modernizing an established document and template landscape in the banking sector by migrating legacy text systems and Word VBA-based templates to OpenText Communications / Cloud Native.
Scope
Cloud Native · Migration · Templates · Development · Integration
Outcome
Transitioning an established legacy document environment into a modern, cloud-native output management landscape.

S/4HANA Output Management in the utility sector

Description
Support for an S/4HANA transformation program with a focus on output management and document-related processes. The core focus was on fit-to-template workshops, the coordination of business and technical requirements, and the alignment of the OMS workstream within the overall program structure.
Scope
S/4HANA · Output Management · Fit-to-Template · Requirements · Governance
Outcome
Structured integration of output management requirements into the S/4HANA transformation and alignment of relevant business and technical dependencies.

From StreamServe to OpenText Exstream

Description
Migration of a business-critical output management landscape in the energy sector – from architecture and target environment setup to migration, testing, and go-live support.
Scope
Architecture · Migration · Testing · Go-live
Outcome
Modernization and successful migration of an existing enterprise document environment.

Are you planning to modernize your output management landscape?

Whether you are looking to replace legacy systems, migrate extensive template libraries, or implement OpenText Communications / Cloud Native, let’s discuss your current environment, technical dependencies, and potential modernization paths.

No obligation · Expert-focused · Direct access to a specialist