List of OpenText Exstream Customers
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Since 2010, our global team of researchers has been studying OpenText Exstream customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased OpenText Exstream for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using OpenText Exstream for Customer Engagement include: Aviva, a United Kingdom based Insurance organisation with 29091 employees and revenues of $53.09 billion, Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion, Pacific Life, a United States based Insurance organisation with 4000 employees and revenues of $16.01 billion, Vhi Healthcare, a Ireland based Insurance organisation with 1776 employees and revenues of $1.97 billion, Yorkshire Building Society, a United Kingdom based Banking and Financial Services organisation with 3300 employees and revenues of $1.34 billion and many others.
Contact us if you need a completed and verified list of companies using OpenText Exstream, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The OpenText Exstream customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aviva | Insurance | 29091 | $53.1B | United Kingdom | OpenText | OpenText Exstream | Customer Engagement | 2021 | n/a |
In 2021 Aviva implemented OpenText Exstream in a Customer Engagement role. The OpenText Exstream deployment targeted customer communications management and high volume document composition for policyholder correspondence and service notifications.
Configuration work focused on template driven document composition, variable data publishing, output channel orchestration and centralized template governance, with designs that incorporated security, performance and monitoring requirements. The OpenText Exstream implementation was aligned with microservice and cloud architecture principles to support scalable composition and orchestration workflows.
Integrations were implemented with core insurance applications explicitly referenced by Aviva, including policy administration systems PAS, internal workflow engines, Salesforce CRM and enterprise imaging systems, enabling coordinated change request delivery and production support. Operational ownership for change requests and medium sized projects of three to six months sat with Aviva Application Development teams in Singapore, who were accountable for planning, maintenance and code quality within the platform.
Delivery governance emphasized technical specifications, quality assurance, security controls and adherence to Agile and waterfall project methodologies, with Scrum Master and project management skills used for staffing. The implementation governance included ongoing monitoring of non functional requirements and continuous improvement processes, and relied on collaboration between technical teams, business analysts, business users and vendors for release execution.
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iCare | Insurance | 1432 | $642M | Australia | OpenText | OpenText Exstream | Customer Engagement | 2018 | n/a |
In 2018, iCare implemented OpenText Exstream as part of its Customer Engagement environment to support document composition and provider communications. The deployment targeted the Multi-tenancy Authorised Provider project on iCare's NISP Platform, enabling multiple claims providers to generate and manage claims correspondence and provider facing communications within a shared platform.
OpenText Exstream was configured for template driven document composition, rules based personalization, multi channel output orchestration and versioned template management to support claims correspondence and provider notifications. Configuration emphasized multi tenancy template segregation and role based content controls to maintain provider specific branding and data segmentation inside the application instance.
The implementation integrated with the broader claims and data ecosystem, with explicit connections to Guidewire, Salesforce CRM, MuleSoft for integration orchestration, OnBase for document storage, Globalspace, BlueStar, BrainWare, Informatica for ETL and Qlik for analytics. Architecturally OpenText Exstream functioned as the composition and output layer, consuming structured claim data via MuleSoft and Informatica feeds and persisting final assets into OnBase and downstream reporting pipelines to Qlik.
Governance and rollout followed Agile methods, with a Scrum Master leading the multi tenancy delivery and coordinating cross team integration points across Guidewire, CRM and middleware teams. Operational scope centered on claims management and authorised provider operations at iCare NSW, with process changes focused on authoring governance, template lifecycle and provider onboarding workflows.
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Pacific Life | Insurance | 4000 | $16.0B | United States | OpenText | OpenText Exstream | Customer Engagement | 2023 | n/a |
In 2023, Pacific Life deployed OpenText Exstream in its Workforce Benefits division to centralize document generation and correspondence workloads. OpenText Exstream is being used as a Customer Engagement application to design and produce notices, forms, reports and dynamic multi channel communications for business groups and operational teams.
Implementation scope concentrated on template and workflow development, including OpenText Exstream templates, Build configuration and administrative functions to define styles, images and custom taxonomy metadata. Functional capabilities implemented include form and report composition, sorting and bundling processes, automated archiving and indexing, PDF and Postscript parsing and generation, responsive design for print and email outputs, and management of JSON and XML inputs and API calls. The team also instrumented output comparison tools and incorporated template development into CI/CD processes while coordinating unit testing, integration testing and functional acceptance testing supported by test automation artifacts.
Operational governance places a Sr Platform Administrator reporting to the Head of Technology Platform Operations for Workforce Benefits, responsible for maintaining document specifications, business requirements, defect triage workflows and serving as an escalation point for tier 1 & 2 support. Integrations and collaboration tools called out in role requirements include Microsoft Teams, SharePoint, ADO and JIRA for content collaboration, issue tracking and release coordination, alongside a CI/CD framework for build and deployment orchestration. OpenText Exstream usage spans template maintenance, production debugging, correspondence content management and cross functional coordination with project managers, business owners and operational leads in Newport Beach CA and distributed contributors.
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Scotiabank | Banking and Financial Services | 86746 | $24.5B | Canada | OpenText | OpenText Exstream | Customer Engagement | 2020 | n/a |
In 2020 Scotiabank deployed OpenText Exstream as part of a Customer Engagement initiative to build a digital estate administration platform integrated with Salesforce, addressing estate settlement workflows managing approximately 13 billion in assets. The Scotiabank OpenText Exstream Customer Engagement implementation centered on document generation and form automation, using OpenText Exstream as the form generator coupled with CRM-driven case management in Salesforce to orchestrate client communications and estate documentation.
Configuration work focused on document composition templates, automated output rendering, and CRM-triggered document delivery, together with role based approval workflows and environment provisioning for development and quality assurance. The program mandated creation of the estate settlement system through configurable templates and orchestration of Salesforce-triggered document events, and it included explicit governance for onboarding development and QA resources to sprint teams.
Integrations were explicitly built between Salesforce and OpenText Exstream, with ongoing liaison to the Data Office, Wealth Architecture, Development, and the Composition team to align data models and document composition rules. Operational coverage spanned Trust operations and Wealth Management business functions, and the initiative included a cross-country roadshow to preview the Estate Settlement System for downstream stakeholders and Trust Associate Group members.
Program governance and rollout planning incorporated formal funding proposals and executive signatory approvals, contract negotiations for MSA, licensing, and SOW with Procurement and Legal stakeholders, and a regular Steerco cadence for status reporting. The delivery team defined roles and responsibilities for the Trust Associate Group, prioritized business requirements for scrum teams, produced change management artifacts including two minute videos and FAQs, and coordinated with Marketing, Compliance, Wealth Management Regulatory and Operational Controls, and Business SMEs to support the rollout.
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Vhi Healthcare | Insurance | 1776 | $2.0B | Ireland | OpenText | OpenText Exstream | Customer Engagement | 2020 | n/a |
In 2020 Vhi Healthcare implemented OpenText Exstream to centralize member communications and improve the quality of customer-facing documents. OpenText Exstream is deployed as a Customer Engagement application to produce clearer, more concise and compliant member communications across digital and print channels.
The implementation focused on document composition and template management, using OpenText Exstream to standardize content creation and automate variable data composition for personalized member correspondence. Configuration emphasized output management and multichannel delivery capabilities native to OpenText Exstream to enable greater online distribution while retaining print output where required.
Operational scope covered member communications and customer service workflows, with implementation driving increased online delivery and a greater use of the corporate website to reduce reliance on print and post. The deployment impacted communications, member operations, and compliance functions, consolidating document standards and authoring into a single Customer Engagement platform.
Governance changes included centralized template control and approval workflows to raise confidence in communication standards, and process streamlining to reduce complexity in document production. Reported outcomes include clearer, compliant member communications and cuts in workload and costs through expanded online delivery and reduced print and post volumes, reflecting Vhi Healthcare’s objective to increase certainty in the standard of its member communications.
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Banking and Financial Services | 3300 | $1.3B | United Kingdom | OpenText | OpenText Exstream | Customer Engagement | 2015 | n/a |
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Buyer Intent: Companies Evaluating OpenText Exstream
- Komercni banka, a Czech Republic based Banking and Financial Services organization with 9000 Employees
- Revolut Ltd, a United Kingdom based Banking and Financial Services company with 6000 Employees
- Rooftop Housing Group, a United Kingdom based Construction and Real Estate organization with 175 Employees
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