Choose your language:

Hong Kong
New Zealand
United Kingdom
United States

Leading a Migration from Lotus to Microsoft for an Asset Management and Securities Services Company

Financial Services | Applications Staffing

Download PDF

A leading asset management and securities services company turns to TEKsystems for support integrating Microsoft Outlook exchange with Lotus Notes.

Established in 2007 via a corporate merger, the client is a leading asset management and securities services company. Prior to the formation of the client’s current organization, TEKsystems maintained a successful business relationship with one of the legacy banks that dates back to 1996.
Exchange Server; Lotus Notes; Lotus Notes Desktop Support; Lotus Notes Domino Server; Same Time; Remedy

After merging with another financial corporation in 2007, the client needed to consolidate its users to one universal mailing application. The company decided to migrate more than 40,000 employees that were on a Microsoft Outlook exchange server to the Lotus Notes emailing application. This type of migration is relatively rare, and the client experienced difficulty in locating internal professionals with skill sets in Lotus Notes. The company also struggled to find an experienced support manager to direct the day-to-day tasks of the project team.

Deadline-driven and lacking internal staff resources, the client needed to respond quickly. TEKsystems was engaged to support this migration due to our previous experience with the technologies and our past performance on other projects with the member bank.

TEKsystems offered a cost-effective solution to quickly meet the client’s staffing needs. Of the 50 candidates we presented, the client immediately hired 41. Our technical professionals were so well prepared for the assignment that once they were onboarded, the company’s internal managers were quickly transitioned off the project and allowed to refocus on their core tasks. The support manager, who we also provided, began directing the project plan, keeping the client abreast of daily updates and business results and holding each consultant accountable for assigned deliverables.

Once behind schedule, the Lotus Notes migration was completed a month ahead of schedule thanks in part to our involvement. After the migration was successfully completed, our technical professionals supported the maintenance phase, which lasted another two months.

Users at the client site are now fully converted to the new Lotus Notes email application and operating at full capacity. Although this engagement has ended, we are still actively engaged in other projects with this client and currently have approximately 50 contractors working on-site.

Send Us a Message
Choose one