Expertise
CCM migration
Switch solution, upgrade or decommission, without interrupting production.
The challenge
Your CCM platform is reaching end of life, its vendor is changing strategy or its costs are no longer sustainable. Yet it produces thousands of documents every day, many of them regulatory, and nobody knows all the templates any more. A poorly prepared migration means incorrect letters going out to your customers.
Our approach
Inventory and assessment
We catalogue templates, flows and actual usage. We measure complexity and identify unused templates, often numerous, which do not need to be migrated.
Strategy and estimate
Choice of target, migration order in batches, share of automatic conversion, and a schedule and budget you can commit to.
Conversion tools
Our tools automatically convert whatever can be converted. Consultants then rework the business rules and complex layouts.
Systematic comparison
Every document produced by the new platform is compared with the old one, using real data sets. Each discrepancy is analysed individually.
Cutover and decommissioning
Go-live in batches, parallel running where needed, then a clean shutdown of the old platform and archiving.
Customer communications management (CCM) migration is now one of the most sought-after services on the market, driven by vendor acquisitions, end of support for older versions and the move to the cloud. Stream Management knows both the source and the target solutions, which means we can help you choose the right target and migrate methodically.
The most common scenarios
- Switching solution: from one vendor to another, for example to Quadient Inspire or OpenText Exstream.
- Version upgrade: moving to a supported version, or to the cloud version of your current solution.
- Rationalisation: consolidating several document composition tools onto a single platform.
- Decommissioning: shutting down a platform cleanly while guaranteeing access to documents already produced.
Typical example
An insurer has to move off an out-of-support platform with several hundred templates. The inventory shows that a third of them are no longer used. The rest are migrated in four batches, with automatic comparison on anonymised production data. Each batch goes live after business sign-off, with no interruption to mailings.
A CCM project, a migration, a need for extra hands?
Our consultants reply within two business days with a first, concrete view of your situation.