Beach Street Consulting, Inc.

Beach Street Solution

Beach Street led and assisted with requirements gathering and authoring best practices, architecture, and governance recommendations. Beach Street was instrumental in developing a vision for the enterprise system where the content management needs of multiple operational departments were met by a single document management system.

The team created an executive briefing that contained findings, recommendations, and return on investment calculations. They recommended that the customer implement a records and content management system that could simultaneously improve litigation readiness and operational efficiencies.

Streetwise™ Approach

The technical approach used was to employ best practices in a centralized object-model based content management strategy sharing repeatable lifecycle driven functions. Beach Street Streetwise™ Methodology was used to iteratively gather requirements and implement content based standards for file location, file naming, security, and other case/folder based functions. In the same iterative manner, workflows supporting SOP document control for pdf stamping, overlay, and watermarking were developed and deployed.

Benefits/ROI:

The client was provided with the necessary documentation to support an enterprise Document Management system, including a baseline from which future content management applications would be developed and deployed.

Profile

Customer:
This Beach Street Client is a Federally Funded insurer of all consumer bank deposits across the US and is a bank regulator charged with ensuring the health of banks in defense against a banking collapse.

Problem:
The client's business needs included documentation of governance and technical recommendations, as well as program management best practices for the future enterprise Documentum architecture.

Documentum 4i had been implemented for only a handful of business units in a one-off fashion, without controls for security, naming, folder placement, document lifecycle, or records capabilities. The Deputy CIO made the decision to use Documentum as the content management solution across the company, around which an effective program needed to be established.