SUCCESS STORYITC Holdings
Industry• EnergySolutions• OpenText™ Extended ECM

Challenges• Storing redundant documentation.
• Simplifying the management of federated
user access rights.
• Enhancing the visibility of digital records
to strengthen confidence in regulatorycompliance.

Results
Records automaticallydecommissioned after theretention period.
Reduced costs associated withsearch and review activities.

ITC Holdings Corp. supercharges
records management efficiency toaccelerate compliance activities

Independent electricity transmission company establishes cost-effective
records management processes with OpenText™ Extended ECM“OpenText Extended ECM gives
us a great sense of confidence
when it comes to knowing
what records we have, where
they are stored, for how longthey will be kept, and who canaccess them.”
Lisa Aragon

Fine-grained insights into
company-wide records
management activities.

Director, Ethics & Compliance
ITC Holdings Corp.

ITC Holdings Corp. supercharges records management efficiency to accelerate compliance activities

Headquartered in Novi, Michigan, ITC Holdings Corp. (ITC) isthe largest independent electricity transmission company in theUnited States. It owns and operates high-voltage transmission
infrastructure in Illinois, Iowa, Kansas, Michigan, Minnesota,Missouri, and Oklahoma. Established in 2003, ITC employs over700 people and regularly works with over 1,000
contractor employees.

“While the previous approach ensured we had the rightinformation when needed, retaining more documents thanrequired did create challenges for the business,” comments
Melissa DeKarske, Manager, Records and Information Managementat ITC. “It took longer than necessary to sift through our records,
which were intermingled with transient information that was nolonger needed.”Protecting vital energy infrastructure

Taking a fresh approach

To keep energy flowing smoothly from power plants to millions ofpeople’s homes and businesses, ITC builds, manages, and maintains
high-voltage transmission lines in seven states. And because ITC
plays such a key role in US energy infrastructure, it must adhere
to strict Federal Energy Regulatory Commission (FERC) and North
American Electric Reliability Corporation (NERC) regulations.

To boost operational efficiency and savings, ITC looked for asolution to consolidate and automate its records management
activities. After carefully evaluating several solutions, ITC decided
to transform its approach to records management using OpenText
Extended ECM.

“Our operations generate huge volumes of data and confidential
documentation—everything from electrical engineering designs
to real-estate records,” explains Lisa Aragon, Director, Ethics &Compliance at ITC. “Our records, documents and files must be
maintained in accordance with stringent data protection, retention
and management guidelines set by our regulators. To protect thecompany from regulatory and reputational risks, it’s crucial for us
to meet these requirements at all times.”
To avoid accidentally disposing of data, ITC’s approach to records
management was to retain as much information as possible. ITC
recognized that continuing down this path could have ultimately led
to decreased efficiency and increased costs related to storing, finding
and managing growing volumes of content.

Lisa Aragon comments, “We wanted the flexibility to try a range ofapproaches to records management and find the one that suited
us best—and that’s exactly what the OpenText solution allows usto do. We were especially impressed with the fact that Extended
ECM offers user-friendly, automated records management
capabilities. It’s also easy to extend and integrate the solution
with other platforms, which gave us confidence that the solution
would support whatever records management process weultimately decided on.”
ITC used Extended ECM to centralize and automate key records
management activities across the organization and has establishedpermission access control for over 700 users.
Looking ahead, the company plans to integrate other OpenText
solutions that automate the process of making scanned documents
searchable across different work environments, which will improvethe user experience when searching for documents.

“Adopting OpenText
Extended ECM gave us
the ability to automate
the disposal of physicaland digital archived
records—a task that wealways had to do manually
before. As a result,
we were able to build
efficiencies in the review
and disposal processes,realizing an 8% reductionof expired digital records
in the first year.”
Melissa DeKarske

Manager, Records and Information
Management
ITC Holdings Corporation

ITC Holdings Corp. supercharges records management efficiency to accelerate compliance activities“During the implementation phase of the program, we made surethat every business unit at ITC had their voice heard, which helped
us build up user adoption quickly,” says Melissa DeKarske. “Taking
this approach also gave us a much deeper understanding of howeach department manages their records so that we could design
processes tailored to their unique needs.”

Becoming a leader in content management
By deploying Extended ECM, ITC has significantly improved efficiency
in its document management activities and gained more granular
control over user access rights and information requests.
Melissa DeKarske explains that “Adopting Extended ECM gave
us the ability to automate the disposal of physical and digitalrecords—a task that we always had to do manually before. As aresult, we were able to build efficiencies in the review and disposal
processes, realizing an 8% reduction of expired digital records inthe first year.”Furthermore, with Extended ECM, the organization was able toimplement an enterprise-wide email management policy. The
implementation of this policy helps govern how transient and record
email communication is organized and stored long term.

“By saving storage space, we’re streamlining processes in allenvironments by making it faster and more cost-efficient to finddocuments and information,” says DeKarske.
With Extended ECM, ITC can create a broader range of user accessprivileges, spanning from read-only to full editorial access. And byoffering end-to-end transparency, OpenText solutions make it mucheasier for ITC to demonstrate regulatory compliance during audits.
Already, a leading consulting firm has recognized ITC for its advanced
approach to records management.
“Extended ECM gives us a great sense of confidence when it
comes to knowing what records we have, where they are stored,
for how long they will be kept, and who can access them. Equippedwith this information, we can keep our core business processes
running smoothly and focus on delivering reliable, cost-effective
services to our customers,” concludes Lisa Aragon.

About OpenText
OpenText, The Information Company,
enables organizations to gain insight
through market leading information
management solutions, on-premises orin the cloud. For more information aboutOpenText (NASDAQ: OTEX, TSX: OTEX)
visit opentext.com.
Customer stories
opentext.com/contact
Twitter | LinkedIn
Copyright © 2022 Open Text. All Rights Reserved. Trademarks owned by Open Text.
For more information, visit: https://www.opentext.com/about/copyright-information(05/2022) 20585EN