Industry: Electric and Gas Utility | Services: OpenText Upgrade Services | Solutions: OpenText Document Presentment for SAP, OpenText Archiving and Document Access for SAP, OpenText Vendor Invoice Management for SAP, OpenText Capture for SAP
Challenge
Cleco is a regulated utility company, serving approximately 288,000 customers through its retail business, and supplies wholesale power in Louisiana and Mississippi. Founded in 1935, the company employs over 1,200 people across the state of Louisiana.
Cleco was in the process of performing an SAP solution landscape modernization. The company was running OpenText solutions, that were integrated into the SAP landscape. Therefore, Cleco wanted to upgrade OpenText solutions as part of this effort and move to the cloud.
“The technical team consists of very knowledgeable subject matter experts. They are committed and extremely detail-oriented in the execution of the project. They raised concerns in a timely manner and always had our best interest as their top priority. The account manager regularly checked in on progress as well as being available if any issues arose. Note: No issues came up because of the excellent team assigned to the project.“
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KALPESH PATEL,
Information Technology Project Manager at Cleco
Since Ecodocx has been providing OpenText services to Cleco for many years before this, and on top of that, was chosen as Cleco’s OpenText application-managed support (AMS) service provider, we already had a good understanding of their solution landscape.
Ecodocx recommended doing a landscape review (health check), upgrading the following OpenText solutions to the latest supported version, and making them compatible with Cleco’s SAP S/4HANA and SAP Ariba:
Ecodocx also recommended replacing certain solution customizations with out-of-the-box product features.
Additionally, we suggested replacing the old VIM Invoice Capture Center (ICC) with OpenText Capture for SAP Solutions. As part of the upgrade, the OpenText solutions were also moved to the Microsoft Azure Cloud.
“Ecodocx asked insightful questions and took the time to thoroughly understand what needed to be done. I was impressed with their work from day one.“
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DANIEL WILLIAMS,
Manager Digitial Infrastructure & Ops at Cleco
After the upgrade, Cleco can now take advantage of the latest features, enhanced security updates, and continuous vendor product support.
Previously, Cleco was using a legacy version of OpenText Vendor Invoice Management (VIM) for SAP Solutions. With the upgrade, Ecodocx replaced several customizations with out-of-the-box functionality available in the newer version. Beyond invoice processing, Cleco can now use VIM to handle delivery notes, order confirmations, quotations, remittance advices, and even sales orders. Additionally, with the increasing adoption of QR codes on invoices as a best practice, the upgrade allows Cleco to leverage an improved QR code data extraction model for greater efficiency.
Just a few months after the upgrade went live, Cleco’s accounts payable team noticed significant improvements in OCR performance with OpenText Intelligent Capture for SAP Solutions (IC4S) compared to their previous ICC solution. The machine learning-powered OCR engine continuously learns from posted invoices, identifying similar documents more accurately with each run. As a result, the need for manual intervention is steadily decreasing.
After the upgrade, Cleco also continues to rely on OpenText Archiving and Document Access for SAP Solutions to archive, manage, and retrieve its growing volume of critical business documents. This helps reduce costs, ensures compliance with increasingly strict government regulations, and improves performance—all within their SAP infrastructure.
Additionally, by upgrading OpenText Document Presentment for SAP, Cleco benefits from enhanced performance and usability when generating customer communications. These generated communications are now also available through Cleco’s customer self-service portal (SAP Self-Service Accelerator by SEW), improving accessibility and customer experience.
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