Many enterprises are planning to move their legacy customer communications management (CCM) software to a modern cloud-based platform to reduce the cost of CCM-related operations and improve the flexibility and quality of services. But technical migrations can seem daunting. In this recorded session, Doculabs will walk you through planning and executing a successful CCM migration. The webinar will address:

• How to develop a strategy and rigorous business case for legacy CCM migration
• How to evaluate your solution and technology options
• How to develop a roadmap for your migration
• CCM Migration best practices and your next steps

The recommendations are based on Doculabs’ 25 years’ experience in evaluating and advising the CCM operations of the largest financial services, insurance, and utility firms.

Smart Communications will also provide an overview of Migration Studio – a suite of tools and resources designed to assist customers with the migration of customer communication output to SmartCOMM templates.

Presenters:

Rich is a co-founder of Doculabs, and one of Doculabs’ experts in information lifecycle management and governance. He works with organizations in a wide range of industries, including financial services, insurance, energy, and utilities. His current focus is on information management and governance in digitally transformed organizations, and he regularly communicates with executives from both the vendor and end-user communities to discuss strategic developments in the technology landscape.

Tom Roberts has more than 25 years of experience working with business technology for information management, with a strong focus on developing strategic solutions for the insurance and financial services industries. He has particular expertise in customer communications management (CCM) and dealing with the challenges of multi-channel delivery.