Peer to Peer Magazine

P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | W I N T E R 2 0 1 8 29 SeeUnity's Fusion embedded in the Salesforce UI to expose the fully functional eDOCS For the Salesforce integration, two solutions were needed: an ETL to connect to Force to sync the Salesforce data, and a way to present the eDOCS content in the Salesforce user interface (UI). Fox already had a global license and the infrastructure to support Informatica, so this was used as the ETL. SeeUnity, a longtime development partner for Fox and a technolo partner with OpenText, was chosen to provide the integration to connect eDOCS and Salesforce. SeeUnity's Fusion Content Integration product (Fusion) provides secure access into Fox's eDOCS repository from within the Salesforce UI with full eDOCS native functionality. Benefits With the integration in place, this new process allows attorneys to upload the fully executed agreements to eDOCS and profile the document with the integrated Salesforce Agreement ID, which auto-populates the customer information in Salesforce, their region and territory, and media type. The process creates a relationship between the agreement and Salesforce customer, which is now accessible through the SeeUnity Fusion iFrame in the Salesforce UI. The sales and operational staff can now access and work with any related agreements housed in eDOCS from any tab in Salesforce (Account, Agreement, Customer). The teams can also upload content directly to eDOCS from the Salesforce UI. ILTA Solution A scanning vendor was brought in to scan and index the entire file room. Later, those files were ingested into eDOCS. All of the documents had an old Agreement ID from the previous system, which made it easier to tie desired metadata to the agreements. Microsoft's SSIS was used as the ETL (Extract, Transform, and Load) tool to sync the data to eDOCS. "We're breaking down silos. Giving an executive or a lawyer the ability to quickly research and find information that sets precedents on a very critical decision makes all the difference." — M I C H A E L B U R C H , F O X E N T E R TA I N M E N T G R O U P

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