ADX looked at many solutions, but each lacked the ideal combination of content management aligned with business process automation capabilities. After conducting their own studies and reviewing references from other organizations, ADX selected OpenText™ Content Suite and OpenText business process management as the best solutions to meet their needs.
“We had some business process management tools in place, but each time we needed even the smallest change, we were wholly reliant on third-party providers. This affected our ability to quickly make changes and was costly. With OpenText business process management, we can easily make changes to processes ourselves, and all of our content is secure and in one place, thanks to OpenText Content Suite. Users like the intuitive user interface and say it is easy to use. This is a complete solution, providing both content management and process automation,” said Saif Al Kaabi.
Security has also been improved, thanks to the integration of the OpenText solution with ADX’s Active Directory®. With all personnel having access at some level, improving security was among the most important goals for the solution. ADX can now meet its compliance obligations and ISO quality standards while protecting information relating to about one million investors, brokers and listed companies.
Users are seeing multiple benefits with information now easily accessible from a single location, with the context related to that information in-line. With content managed in a much more reliable and predictable way, users rely less on the IT department. When new content is added, key metadata items ensure that it can be associated with a particular company, broker, investor, employee or department.
“Users no longer waste time searching disorganized content. Using metadata means they quickly get to the content they need. Users can upload new content themselves using OpenText Enterprise Connect. This triggers a review process and once approved, the content is available to all who have sufficient security privileges,” said Saif Al Kaabi.
Process automation has improved efficiency, as many steps no longer rely on individuals. There is also more transparency related to process progress. The solution also facilitates collaboration with external parties, such as brokers. For example, the solution generates reminders and provides progress tracking for annual broker agreement reviews and renewals.