About Project

xPression, Customer Communications Management, Financial Services Project Details: A top tier financial services company was using a legacy document automation product that experienced significant outages and was out of support. Objectiva worked with the company from concept to deployment to convert all life insurance contracts and supporting materials from Mosaic to xPression using a semi-automated approach. The conversion was completed in a staggered approach to ensure products could always be created.

  • Maintained all content
  • Refactored the documents to eliminate unused content
  • Redesigned the documents to apply to company style guide
  • Developed a repeatable QA process including testing plan, scripts, cases
  • Allowed the Client team to focus on business-as-usual