Survey Results: Answers to Your Archiving Needs

Crowd of PeopleWhat do our customers, and prospects, have to say about their repository needs? What are the common problems large companies face with the archiving solutions they use? And where do they see their needs, and the industry as a whole, changing in the future?

That’s what we wanted to find out. So we set out to touch base with our customers and other companies using repositories, surveying them to find out more about their repository needs and insight. Check out the anonymous Q and A session below and let us know what you think!

Are there any problems or deficiencies with your existing repositories?

All the companies we talked to had been using a variety of systems, including IBM® Content Manager OnDemand (CMOD), Mobius and Panagon, or sometimes a combination of multiple solutions. Their answers varied in terms of the problems they encountered, including:

  • Issues with the presentation layer
  • Lack of records management control
  • The cost of public access
  • Disparate archives for statement and invoice content and scanned images
  • The lack of a unified portal strategy

Some of the specific comments we heard included:

  • “[The] old Panagon repository is the great unknown and we don’t actually know what is in there. It’s unmanageable and the expertise is gone. Other repositories are recent deployments and we structured and configured better this time. In infancy, so nothing deficient yet. However, much of our unstructured data is not managed.” – Senior Consultant and Solutions Architect for a major Canadian bank.
  • “We invested in FileNet – but there is work to be done to get every business on the same page for use and storage.” – Vice President of Applications Support and Sourcing at a major U.S. bank.
  • “We did a large migration with Actuate, which was [a] successful migration from IBM to Mobius. As we look to integrate more into Mobius, we are not sure how to get all the data/content to a common format to the archive and set up for accessibility.” – Director of IT Applications/Document Solutions for a financial services organization.

What features are your business users requesting and what regulations do you have to adhere to?

The Americans with Disabilities Act (ADA) and Section 508 of the US Rehabilitation Act – which require organizations make their documents accessible to people with disabilities – was a common answer to the regulatory portion of this particular question. In terms of what business users are asking for, more simplicity in the user interface, integration with existing Business Intelligence (BI) tools, document transformation reporting and automation of correspondence processes were all listed. Other requirements were multi-channel delivery, flexible indexing, advanced searching and integrated content transformation capabilities.

Here’s what our surveyed customers had to say:

  • “We have concerns on storage size, format type and disability requirements.” – Vice President of Applications Support and Sourcing for a well-known bank.
  • “Section 508 compliance is becoming more and more prevalent with PDF output.” – Director of Application Management for a health insurance organization.

Our third question asked customers what their vision was for where the technology is heading in the next few years. We’ll cover that in our next blog post.


OpenText is the leader in Enterprise Information Management (EIM). Our EIM products enable businesses to grow faster, lower operational costs, and reduce information governance and security risks by improving business insight, impact and process speed.

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