MLP migrates its electronic customer file with Doctra  – from SAP CRM to SAP C4C

SAP CRM and OpenText serve as the core systems at MLP for customer support and the management of several million contracts. The discontinuation of the SAP CRM solution required MLP to migrate to the cloud-based CRM solution SAP Hybris Cloud for Customer (SAP C4C).
Continue reading…

Reading time  ca. 5 min
Factsheet

Client

The financial service provider MLP manages assets totaling over €57 billion for more than 580,000 private clients and 27,400 company clients with a workforce of 2,300 employees.

Starting Situation

SAP CRM and OpenText serve as the core systems at MLP for customer support and the management of several million contracts. The discontinuation of the SAP CRM solution required MLP to migrate to the cloud-based CRM solution SAP HybrisCloud for Customer (SAP C4C). This migration’s goal is to build all CRM specific functions and interfaces in SAP C4C, as well as document specific functions and interfaces in OpenText xECM and SAP Solutions. Additionally, xECM should become integrated with SAP C4C.

Solution

Doctra took responsibility for the ECM-component, and with it, the challenging task of restructuring essential parts of the highly customized CRM system, decoupling it from SAP C4C, migrating it to the cloud, and managing the collaboration between MLP and the software manufacturer OpenText.

Result

It only took Doctra 12 months to successfully finalize the complex cloud migration. Throughout the entire project duration the system remained continuously available, which was indispensable for MLP employees, and the strict compliance requirements were consistently met.

only 12 month project length

for 2300 employees and 2000 consultants

in 90 locations

Starting Situation

MLP is a long-standing SAP customer. In addition over 2,000 consultants use SAP CRM daily to manage over 600,000 business partners. To manage the electronic customer records, OpenText was closely integrated with the CRM solution. The volume is worthy of attention: At peak times, up to one million documents of all types are introduced into the digital archive each week. Numerous adjustments to the two core systems allow highly efficient business processes and the automated integrated of third-party systems.

Solution

MLP entrusted Doctra with the responsibility of ensuring a successful cloud migration within the given timeframe. The consulting firm specializes in OpenText solutions within the SAP environment and is among the few companies with both extensive experience in the field.

The challenging task involves much more than simply migration. Also required was an analysis of the existing IT landscape and conceptual recommendation derived from it for the future architecture of the cloud solution. As the responsible party for the ECM component, Doctra was the primary point of contact for MLP.

"Even in turbulent times, Doctra was a reliable partner, that did not look for someone to blame, but for solutions and always found them.“

Stefan Wenigmann - Head of the IT Asset- und Budgetmanagement department at MLP Finanzberatung SE

Collaboration

Which processes get displayed in the ERP-software SAP S4/HANA? Which processes in the CRM-software SAP C4C? How will OpenText be integrated in both solutions? Where and how will the third-party system be integrated? What adjustments need to be made?
In the first step Doctra created proposals for unbundling the evolved system landscape,which were then implemented as components of a project. The consultants were able to draw on their experience in the enterprise environment and identify potential pitfalls early through the mutual dependencies between SAP C4C and OpenText.  

Result

Doctra successfully completed the complex cloud migration from the on-premises SAP CRM installation to SAP C4C within 12 months, in collaboration with MLP, SAP and OpenText.

  • Successful cloud migration
  • Future-proof cloud architecture including restructuring of the system landscape
  • Direct access to the manufacturers SAP and OpenText
  • Continuous availability of IT-Systems
  • Continuous adherence with compliance guidelines
  • System support as a managed service

Outlook

The MLP management took the sovereign cloud migration as an opportunity to assign the management of the entire system to Doctra. As part of its managed service offering, Doctra not only provides technical support but also ensures high-performance operation, updates, further development, and adaptation to new regulatory requirements for MLP. In this context, Doctra works closely with SAP, OpenText and the cloud provider as a one-stop partner.

Client

The MLP group was founded in 1971 and manages assets of over €57 billion for more than 580,000 private clients and 27,400 corporate clients, as well as property insurance portfolios totaling around €687 million. In addition, more than 10,000 financial service providers use the MLP’s offerings. The financial service provider employs 2,000 employees and over 2,000 consultants at 90 locations.