THE CLIENT
- A Fortune 50 insurance and financial services company
- Serving tens of millions of customers in the U.S.
- Provides property and casualty, life and health insurance, annuities, mutual funds, and banking products
THE CHALLENGE
- Lost control over managing diverse digital media
- Content scattered across disparate systems and devices
- Lack of understanding of sensitive information classifications
- Risk to compliance and governance due to content mismanagement
THE SOLUTION
- Selected Genus Technologies solution for unified media management
- Chose Genus platform to streamline and secure diverse media types
THE BENEFITS
- Unified media management for 100k licensed users
- Efficient delivery and tracking of compliance-mandatory video to 18k agent offices
- Automatic sensitive content classification for secure management
- Support for live and on-demand streaming video
- Simplified publishing and unpublishing processes
- Automated content delisting based on retention policies
- Enhanced functionality for editing and managing employee and agent profile photos
- Complete ADA compliance for all content
Traditionally, organizations have needed separate systems to create, capture, manage, and share different types of content based on media type. Documents and transactional content required an enterprise content management (ECM) system, while photos, images, and other brand assets called for a digital asset management (DAM) solution.
Rich media, especially video, needed a completely different platform. Our customer, as a leader in their industry, suspected that an enterprise platform that unifies the management of this media would yield far-reaching benefits across the entire company.
CHALLENGES
With tens of thousands of employees and agents serving more home and auto policyholders than most other insurers worldwide, our customer relies on an array of media to share information and conduct business. Over time, however, the company had lost control over the management of this content.
Without a true enterprise solution to manage it, content was everywhere: disparate systems, local drives, hard drives, and even thumb drives. In many cases, users lacked a full understanding of the different classifications of sensitive information and associated implications. In a highly regulated industry, company executives understood the importance of governance, risk management, and compliance and knew this current state put the company at risk.
With all of this in mind, they faced the challenge of unifying the management of all of their digital media. Their goal: to securely and reliably manage, share, and track media and its consumption by both internal and external audiences across diverse business processes, formats, and devices.
The collaboration with Genus fortified this customer's operational efficiency, sharing securities, and compliance protocols.
SOLUTION
After evaluating several vendors, the company realized that most possessed one relative strength or another. One touted video management but lacked the other required capabilities. Another offered a product to manage transactional content but did not support rich media. After an exhaustive search, the company selected Genus Technologies’ product, Media Upshot, to provide an enterprise platform to unify media management for the entire company.
Results and Benefits
As a result of this unified media management initiative, our customer achieved far-reaching benefits across its full enterprise:
- Unified media management for 100,000 licensed users
- Efficient delivery, streamlining and consumption tracking of compliance-mandatory video to 18,000 agent offices
- Automatic classification of sensitive and private content during the upload process to ensure all content is managed and shared securely and in compliance with applicable guidelines
- Complete support for live and on-demand streaming video
- One-step publishing, so users need to publish content only once and can publish or unpublish content on demand
- Automatic delivery of legal and compliance documents with all videos and other rich media to ensure proper usage
- Automated delisting of content based on retention policies so content is purged automatically when it is no longer of value
- Superior functionality for editing, managing, and publishing over 100,000 employee and agent profile photos
- Complete ADA compliance for all content in accordance with all federal guidelines
SUMMARY
Our client, a leader in the insurance industry, faced a splintered system for handling diverse media types. With a sprawling network of employees and agents catering to a vast customer base, the company struggled with a haphazard content ecosystem. Critical information across various systems and devices, compromising compliance and rising governance in their highly regulated sector. This fragmented process created an urgent need for a unified solution to organize and safeguard their digital media, ensuring secure sharing and tracking across multifaceted business processes, formats, and devices.
After a thorough evaluation of multiple vendors, the company strategically selected Genus Technologies to provide a pivotal solution. The Genus enterprise-grade platform seamlessly consolidated media management, catalyzing a transformative shift within the organization. The outcomes were significant: streamlined distribution of content to numerous agent offices, automated sensitive data categorization, and simplified publication workflows, all while remaining compliant with strict industry standards.
Empowering over 100,000 users with enhanced functionalities and comprehensive ADA compliance, the collaboration with Genus not only averted costly upgrades but also fortified the company's operational efficiency and compliance protocols.
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