Industry: Electric and Gas Utility | Services: OpenText Implementation Services | Solutions: OpenText Document Presentment for SAP, OpenText Document Presentment Live for SAP, OpenText Extended ECM for SAP, OpenText Digital Asset Management for SAP
40% reduction in batch processing while adding significant volume & 360-degree view of data in the context of lead business applications
About Customer
This energy utility serves more than a million Californians. It has built a long-standing presence in the region over several decades.
Known for its strong commitment to sustainability, the company is actively investing in infrastructure upgrades and digital technology to improve customer service, streamline operations, and connect business processes.
Its ongoing digital transformation is designed to boost efficiency, enable real-time insights, and support scalable growth, positioning the utility to remain competitive in a fast-changing energy landscape.
It was a successful [OpenText] implementation and I want to thank you for your help. I didn’t have to learn all the project-related details. Ecodocx was taking care of everything. The team of Ecodocx did a great job!“
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Information Technology Program Manager (Quote: SAP for Utilities by ASUG conference, San Diego 2021)
Customer’s ambitious digital transformation faced initial roadblocks due to outdated, overly customized legacy systems. These systems proved difficult to maintain, incurred high operational expenses, and were prone to instability, resulting in billing delays and online system outages. Additionally, the presence of disparate data across multiple platforms heightened the risk of failure.
From a business standpoint, customer encountered difficulties in keeping pace with rising customer expectations. This led to inconsistent customer experiences, diminishing user satisfaction, and an antiquated customer portal. Furthermore, the company struggled to handle the exponential growth in data and implement changes within a complex regulatory framework.
After conducting a thorough examination of their current technological infrastructure, customer has identified a strategic path forward to address their technological and operational needs by leveraging:
Ecodocx was entrusted with overseeing the comprehensive implementation of the entire OpenText solution suite.
By implementing these SAP and OpenText solutions, the customer was able to get rid of legacy and customized systems. The OpenText solutions were SAP-certified and integrated into the SAP user interface and landscape seamlessly.
OpenText’s vast functionality transformed customer’s enhancement process. Previously slow and opaque process enhancements are now effortless, transparent, and swift, unlocking agility and accelerating time to value. This empowers the customer to seamlessly adapt and innovate in a rapidly evolving landscape.
The introduction of OpenText Document Presentment for SAP has established a standardized and reliable billing process, ensuring timely generation of bills and batch correspondence in adherence to industry standards. Features such as document output sorting & bundling and post-processing logic have optimized mail delivery costs for this Energy Utility in California.
The implementation of OpenText Extended ECM for SAP has provided customer with a centralized repository for company-wide data and documents, seamlessly accessible from the SAP interface. This facilitates document archival, tailored advanced search capabilities, access to the latest document versions, and comprehensive audit trails. Synchronized user access controls, content classification, and advanced metadata management configurations on the SAP side enhance security and efficiency.
OpenText Document Presentment Live for SAP has enabled customer to establish partially automated workflows for on-demand customer correspondences, ensuring swift and compliant communications, maintaining brand integrity, standardizing document formats, and minimizing errors. The intuitive interface empowers authorized business users to update document templates independently, reducing reliance on IT resources and accelerating turnaround times.
Lastly, OpenText Digital Asset Management for SAP Solutions serves as a unified platform for managing marketing and sales-related content, encompassing media onboarding, collaboration, lifecycle management, media delivery, and tracking across connected business systems. This streamlines processes and enhances accessibility to images within Sales, Service, and Self-Service Accelerator environments.
The SAP and OpenText implementation project was called the Envision program. Following its successful launch, customer was honored with the SAP Innovation Award of the year. To this day, the Envision program is considered one of the most successful modernization initiatives in the SAP utility world.
The implementation of modern OpenText enterprise solutions allowed our customer to take advantage of many new features, streamline their operations, and save a lot of time and resources. Together, both teams made the project a success. The Energy Utility in Californiacan now take advantage of the following achievements:
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