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Case Study: Northern Lights and Contesto – Streamlining Document Management with eDOCS InfoCenter

Written by Oddvar Sæth | Dec 16, 2024 6:38:46 AM

Case Study: Northern Lights and Contesto – Streamlining Document Management with eDOCS InfoCenter

Overview

Northern Lights, a pioneer in carbon storage as a service, required a secure, efficient, and user-friendly solution to manage their critical business documentation. This need arose from handling sensitive documents such as shipbuilding contracts, service agreements, and operational procedures, while maintaining accessibility and compliance.

 

After a thorough evaluation process, Northern Lights partnered with Contesto to implement the OpenText eDOCS InfoCenter solution.

 

The Objective

Northern Lights identified 4 key priorities for managing critical documentation:

  • Secure storage and controlled access to sensitive documents.
  • Streamlined information retrieval to ensure quick access to business-critical data.
  • Seamless collaboration while maintaining document integrity and meeting industry standards.
  • Enhanced functionality beyond existing tools like Microsoft 365 to handle high-security, business-critical documentation effectively.

 

Why Contesto and eDOCS InfoCenter?

Northern Lights highlighted the limitations of their existing solutions for managing formal and sensitive documents. As Paola Brunetta at Northern Lights explained:

M365 is great for collaboration and managing less sensitive information, but we wanted to clearly separate our business-critical documents from “everything else” and opted for a distinct Document Management System (DMS) for this type of documentation. eDOCS InfoCenter offered the security, version control, and access management we required.

 

Contesto was chosen for their expertise in document management and ability to customize a solution to meet Northern Lights’ operational demands.

 

The Solution

The implementation of OpenText eDOCS InfoCenter addressed Northern Lights’ priorities. Key features include:

 

Comprehensive Document Management

  • Metadata tagging for improved organization and retrieval.
  • OCR-powered advanced search capabilities.
  • Full version control with support for up to 99 versions and 26 sub-versions per document.

 

Seamless Integration and Collaboration

  • Compatibility with Microsoft Office tools like Word, Excel, Outlook, and Teams.
  • Real-time document annotation and markup features.

 

Enhanced Security and Compliance

  • End-to-end encryption for data at rest and in transit.
  • Role-based access controls and metadata-driven security settings.
  • Audit trails for all document interactions to ensure compliance.

 

Offline and Global Accessibility

  • Offline access for remote environments with limited connectivity.
  • Automatic synchronization when reconnected to the network.

 

Specialized Features for Northern Lights

  • A dedicated portal for managing the Business Management System documentation.
  • Integrated e-signature capabilities for streamlined approvals.

 

Automation and workflows (Assist)

A streamlined, digital solution for approving governing documents, whether revising existing procedures, or approving new documents before publishing them to the organization.

 

Implementation

The project included migration from Microsoft SharePoint and customization to meet Northern Lights’ specific requirements. Implementation was completed in partnership with local infrastructure providers, ensuring data security within Norwegian data centers.

 

User Training and Adoption

To support smooth adoption, Contesto provided a combination of in-person training sessions, E-learning modules and video tutorials for ongoing employee support.

This focus on user enablement ensured the system became an integral part of daily workflows.

 

The Impact

The implementation of eDOCS InfoCenter transformed Northern Lights’ document management capabilities. Paola Brunetta explains:

We now have complete confidence in the security and accessibility of our critical documents, eliminating the need of searching across multiple platforms—everything we need is in eDOCS InfoCenter.

 

Key Outcomes

  • Improved security: Full control over sensitive, business-critical documents.
  • Increased efficiency: Audit-ready document packages retrieved within seconds.
  • Enhanced collaboration: Simplified workflows for internal stakeholders.
  • Operational resilience: Reliable, secure access to vital information anytime, anywhere.

A Trusted Partnership

Contesto strives to be a trusted advisor and partner for our customers. Northern Light appreciates this approach, and Paola Brunetta shares her thoughts about the new partnership:

Contesto’s standout proposal and collaborative approach during the evaluation process have proven their value as a trusted partner. Their expertise and guidance have been essential in implementing best practices and ensuring the system aligns with our requirements. Contesto’s support has helped us safeguard one of our most critical assets – our intellectual capital. We are confident this partnership will deliver lasting benefits and continued success.

 

 

Conclusion

Northern Lights’ partnership with Contesto and the implementation of eDOCS InfoCenter exemplify the potential of modern document management systems to address complex business challenges.

 

This case study underscores Contesto’s capabilities as a trusted provider of tailored solutions that ensure security, efficiency, and operational excellence.