Financial Services ECM Use Case: Cross-Platform Visibility for Documentum & SharePoint | Reveille
Use Case · Financial Services · ECM

How a financial services giant put content services under one watch — observed, assured, self-healed.

An American multinational financial services corporation — millions of customers, 70,000+ employees — runs its document-centric business on Documentum and SharePoint. A home-grown monitor drained the ECM team with constant maintenance and still left blind spots. Reveille replaced it with agentless, out-of-the-box visibility across every platform, layer, and access — on-premises and in the cloud.

  • Cross-platform: Documentum, SharePoint, SharePoint Online, OneDrive
  • Transaction-level diagnosis across every ECM layer
  • Sensitive-access auditing for SOX & GDPR Article 30
70K+ employees 12+ Documentum sites On-prem + cloud
ECM ESTATE · DOCUMENTUM + SHAREPOINTON-PREM + CLOUDDOCUMENTUM · 12+ SITESSHAREPOINT / SPOONEDRIVEAT RISKReveille · Content Observabilityone watch across Documentum, SharePoint & the cloudROOT CAUSEacross every ECM layer
Environment Snapshot Regulated · document-centric
Vertical
Financial Services — investment, wealth, mortgage & brokerage
Scale
Millions of customers · 70,000+ employees · 12+ Documentum sites
Platforms
OpenText Documentum + Microsoft SharePoint, SharePoint Online & OneDrive
Observability layer
Reveille — one watch, on-prem & cloud
The Challenge

In a regulated, document-centric business, content services are the process

Investment, wealth, mortgage, and brokerage are heavy content businesses: collecting, storing, accessing, and collaborating on customer and company information is how work gets done. When content services slow or stall, productivity and customer satisfaction take the hit — and so does the bottom line.

To keep those processes available, the institution relied on a general-purpose, home-grown monitoring tool. It wasn’t meeting expectations and demanded constant maintenance — a steady drain on the ECM team — while still leaving blind spots in operating metrics, user activity, and access to sensitive information. With thousands of distributed users, more than a dozen Documentum sites, and a SharePoint-to-SharePoint-Online migration underway, the team needed an enterprise solution that required less upkeep, delivered more out of the box, and could see across every platform at once — without months of custom development, and while reusing their existing incident-management and trouble-ticket processes.

The Shift

From a home-grown tool they maintained to one watch that maintains itself

Reveille replaced a custom monitor that drained resources and saw one platform at a time with agentless, out-of-the-box observability across the whole content estate — on-premises and in the cloud.

Before Reveille
Home-grown monitor
Constant maintenance, a steady drain on the ECM team
General-purpose, not ECM-aware
Didn’t meet expectations; blind spots in metrics & user activity
Siloed, platform-by-platform
No single view across Documentum and SharePoint
Limited security visibility
Little insight into who accessed sensitive information
Reveille
With Reveille
Agentless, out-of-the-box
Live fast — no months of development or customization
Cross-platform visibility
Documentum, SharePoint, SharePoint Online & OneDrive in one view
Transaction-level diagnosis
Pinpoints which ECM layer a problem is coming from
Security & compliance auditing
Tracks sensitive access for SOX & GDPR Article 30
Technical Validation

What Reveille actually does across the content estate

Not a general-purpose health check. Reveille monitors, alerts, self-heals, and reports across the full ECM stack — every platform, every layer, and every access to sensitive content.

Cross-platform monitoring

One view, every platform

Transaction-level diagnosis

Where in the stack?

  • Surfaces every ECM layer: app, transaction, load balancer, content server, database, file systems
  • CMIS instance metrics — memory, threads, sessions, response times
  • Separates real-user from robot-generated activity
User analytics & adoption

See what’s actually used

  • Measures adoption and usage per application instance
  • Flags low-activity sites to decommission
  • Gauges user impact of cloud migration
Security & compliance

Watch every access

  • Monitors for abnormal/suspicious access to sensitive data
  • Can auto shut down suspicious domain-user access
  • Audit reports for SOX & GDPR Article 30
Business Value

What the change was worth

No headline invoice — the value showed up as reclaimed engineering time, one cross-platform view, audited sensitive content, and a content estate ready to move to the cloud on its own schedule.

12+
Documentum sites monitored in one view
4 in 1
Documentum, SharePoint, SPO & OneDrive unified
SOX·GDPR
sensitive-access auditing (incl. Article 30)
0 dev
out-of-the-box — no months of customization
Why It Mattered

For a regulated, document-centric business, monitoring isn’t IT hygiene — it’s productivity, security, and the bottom line.

Based on a real Reveille customer — an American multinational financial services corporation running OpenText Documentum and Microsoft SharePoint. Outcomes reflect the customer’s reported results.

FAQ

Common questions

What did this financial institution’s ECM environment look like before Reveille?
An American multinational financial services corporation — millions of customers and over 70,000 employees worldwide — ran its document-centric business on content services across more than a dozen OpenText Documentum sites, with a transition from on-premises SharePoint to SharePoint Online in progress. A general-purpose, home-grown monitoring tool was failing to meet expectations and required constant maintenance, draining internal resources, while leaving blind spots in operating metrics, user activity, and access to sensitive information.
How does Reveille give cross-platform visibility and pinpoint problems?
Reveille delivers agentless monitoring across OpenText Documentum, Microsoft SharePoint, SharePoint Online, and OneDrive in one view, on-premises and in private cloud. For diagnosis, it surfaces every ECM layer — user app, transaction, load balancer, content server, database, and file systems — and reports CMIS instance metrics like memory, threads, sessions, and user-analytics response times, separating real-user from robot activity. That answers the operational question directly: where in the stack is the problem originating?
How does Reveille help with content security and regulatory compliance?
Reveille’s transaction-level user analytics track who is accessing sensitive information for security and regulatory auditing. It continuously monitors for abnormal or suspicious access to sensitive data to detect, notify, and speed breach investigation, and it can automatically shut down suspicious Windows domain user access based on business-defined conditions to stop an active breach. It also produces audit and compliance reports detailing who accessed what and when, supporting requirements such as SOX and GDPR Article 30 (Records of Processing Activities).
What was the business value?
Reveille replaced a high-maintenance home-grown tool with agentless, out-of-the-box ECM monitoring, reclaiming the internal resources the old solution drained and going live in a far shorter time frame than months of custom development. The institution gained one cross-platform view across Documentum, SharePoint, SharePoint Online, and OneDrive; transaction-level performance and adoption insight used to rationalize and migrate sites; and continuous security and compliance auditing across regulated content — all while supporting an evolving on-premises and cloud environment.

Content services run a regulated business. Reveille makes sure they hold.

See what continuous Content Observability looks like across your own ECM, IDP, and automation platforms — on-premises and in the cloud.