INDUSTRY

Commercial Real Estate

TECHNOLOGY

OpenText

WebReports

Object Importer

Yardi

Business Challenge

  • The client implemented OpenText in 2005 with a heavy emphasis on repeating folder structure and minimal metadata
  • The client’s OpenText environment was at version 10.0 on Windows Server 2008 and performance was affecting business productivity
  • Due to the increase in information over the years, the original design for the Property Folder taxonomy had begun to breakdown
  • Multiple repeating structures throughout the Enterprise made information impossible to find
  • Each department maintained copies of the same content and there was no longer a single source of truth for corporate records 

Solution

  • Performed an upgrade of Content Server from 10.0 to Content Server 16
  • Post upgrade performed a taxonomy redesign, and created a single Property location at the Enterprise for all corporate property records
  • In place migration and metadata application for all property content from the 18 disparate locations in CS to the new Property structure
  • Custom integration with Yardi to sync property metadata from Yardi to Content Server
  • Created a custom WebReports dashboard for users to quickly locate property records from within Content Server

Benefits & ROI

  • Client initiative to decommission OpenText Content Server was rescinded post solution rollout
  • The custom Dashboard opened the OT repository up to the entire business population, and most end users were not familiar with OpenText and were hesitant to use the system
  • Overall system performance and ongoing maintenance managed by APS has given the client the confidence to extend ECM within the organization
  • Leveraging the Yardi metadata for the property records in Content Server has increased overall business productivity and allowed the Records Management department to better manage the records in Content Server