SUCCESS STORY
Pacific Life
Industry• Financial services

Solutions• OpenText™ Content Suite• OpenText™ Core ShareServices• OpenText™ Cloud Managed Services• OpenText™ Professional Services

Results
Gained secure hub for critical data
Reduced risk
Redeployed IT resources
Increased agility in deliveringbusiness solutions

Pacific Life establishes a coordinatedapproach focusing on agility, businessobjectives and a cloud-first model
Financial enterprise aligns information governance and technology
with content strategy built on OpenText to mitigate risk
“We see OpenText ContentSuite as the hub for storingand managing our ‘crownjewels’ for the organization.”
Riley McIntosh

Manager for Enterprise Content
Management
Pacific LifePacific Life establishes a coordinated approach focusing on agility, business objectives and a cloud-first model

For Pacific Life, a California-based financial services enterprisefounded in 1868, aligning information governance with integrated
content technology is the recipe for effective content managementin the 21st century.
Best known for insurance, Pacific Life also offers investments,
annuities, real estate and even aircraft leasing. Not surprisingly, risk
management across such a diverse company poses difficulties.
“We operate in a decentralized model, which makes doing anything
enterprise-wide challenging,” explained Riley McIntosh, manager forEnterprise Content Management at Pacific Life. “But, we have risk to
mitigate, so that has to be central to everything we do.”Like other financial services companies, Pacific Life is subject to strict
data and cybersecurity regulations. Departments across the enterprise
had deployed their own solutions, however, managers quickly foundthemselves wrangling multiple content management platforms.
Pacific Life reevaluated and established a coordinated approach
focused on agility, business objectives and a cloud-first model, withOpenText™ Content Suite at its center. Content Suite maximizes thevalue of content and enables an organization to share, collaborate,
analyze and make decisions with content, while mitigating risk throughgovernance, compliance and security.
McIntosh, who previously managed information risk governance fromthe business side, took on responsibility for technology governanceas well. “It was pivotal for the organization to bring the two together,really aligning governance and technology,” McIntosh said. She
noted that proven integration established OpenText products andservices as the foundation of the disciplined approach.

Pacific Life discontinued an ECM platform that had been in use at
the enterprise for more than 20 years. “When we looked at theplatform, the user experience was not great. We hadn’t kept up
with upgrades,” McIntosh explained. “It was a prime candidate todecommission and migrate all that content into OpenText Content
Suite in the OpenText Cloud.”The company used OpenText™ Cloud Managed Services toconsolidate ECM with a focus on integration, security and riskmanagement. “Part of our program is getting rid of duplicativetechnologies and getting really good at those that we have aroadmap built for. OpenText is at the heart of that,” McIntosh said.
Now thousands of Pacific Life employees use Content Suite toshare unstructured data securely throughout its lifecycle. “We see
Content Suite as the hub for storing and managing our ‘crownjewels’ for the organization,” McIntosh said. She noted that
consolidating platforms encourages end users to see value in a go-toplace for critical information. “We find that the business areas
also inherently see the value of OpenText and its capabilities forworkflow and automation, so our menu of services is growing.”
Attention is directed at departments staffed by heavy creators andcustodians of records subject to laws and regulations. “We do risk
assessments, so we’re tackling the data that poses the most risk
to the company first,” McIntosh said.
Pacific Life now relies on deep expertise from Cloud Managed Services
to maintain its foundational system. “We’re much more agile indelivering our solutions now that we’re leveraging OpenText CloudManaged Services,” McIntosh said. “We’re not dealing with the redtape internally to get servers spun up or deal with networking or
storage. That’s all managed by OpenText... it’s much more efficient.”“We seeOpenText
Content Suiteas the hub forstoring andmanaging
our ‘crownjewels’ for theorganization.”
Riley McIntosh

Manager forEnterprise ContentManagement
Pacific Life

Pacific Life establishes a coordinated approach focusing on agility, business objectives and a cloud-first model

Before selecting Cloud Managed Services, Pacific Life completed costcomparisons for hosting, but the partnership with OpenText proved thedeciding factor. “It truly was a partnership… we’ve really been thrilledwith the performance.” In fact, the company redeployed IT resources
to provide business value through new solutions rather than handling
operations, such as patching, upgrading and day-to-day functionality.
The team also installed OpenText™ Core Share to share and sync
information via the cloud, which runs on a Software as a Service (SaaS)model. Core Share integrates with Content Suite to ensure security andcontrol for a holistic information management strategy.

Aligning efforts and building upon the adaptable OpenText platform
enables Pacific Life to optimize business performance for changing
governance requirements and technology. “Our vision is to deliverand support effective and efficient content management across theenterprise, while allowing for business unit flexibility,” McIntosh said.
“With OpenText, our team works much more effectively because wehave the program, services and strategy along with the technology.”

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.

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