UDig reduced operational costs while mitigating compliance risk with the design and delivery of an enterprise wide data retention and archival process with PeopleSoft CRM. The client has recovered lost throughput and increased IT development team capacity to focus on new opportunities.

UDig Provided

  • Data Quality

Challenges

  • A leading global specialty insurance and services provider required a series of integrations and a PeopleSoft Customer Relationship Management (CRM) implementation.
  • Existing data retention and archival processes were inefficient and unable to keep up with business needs, making projects cost preventative and time intensive.
  • Upcoming compliance requirements and SLA’s were unable to be met utilizing legacy data management policies.
  • Data retention and archival processes were needed to increase functionality, capabilities and overall performance.
The client has recovered lost throughput and increased IT development team capacity to focus on new opportunities.

Solution

  • UDig designed, documented and delivered an enterprise wide data retention and archival process delivering best practices, allowing increased functionality and flexibility across the business.
  • Newly implemented solution was able to meet extremely aggressive SLA’s and requirements for historical data purge and compliance.
  • UDig’s solution expanded data governance processes and extended reporting capabilities.

Technologies Used:

  • PeopleSoft CRM
  • PeopleSoft PeopleTools
  • PeopleSoft PeopleCode
  • Oracle Database
  • AS400
  • Microsoft SQL Server
  • SAP Crystal Reports