Win Brief – EMC INTERNAL ONLY
Case Study: Société Générale,
Background
• Société Générale is one of the
leading financial services
groups in the Eurozone
• Compliance with EU VAT
regulations was a key business
driver
• The SCAD project was initiated
to build an archiving backbone
for the bank
France
Strategic archive for invoices and structured data
streams using Documentum and Centera
Background
Société Générale is one of the leading financial services groups in the Eurozone
whose operations include retail banking, investment banking and asset management
in 45 countries world-wide.
In September 2004 Société Générale initiated the Service de Conservation et
d’Archivage de Documents (SCAD) project aimed at developing an archiving backbone
for legal, regulatory & business documents, and structured records. The concept
involved archiving all fixed content at the end of business processes.
The compelling event was an order to comply with the European Union regulations
relating to the archiving of VAT Invoices from the 1 January, 2007. This meant that
Retail Banking Account Statements need to be electronically archived. In addition
such an electronic archive could mean a reduction in the documents physically
printed and sent to customers by making them accessible through a customer web
portal.
Société Générale’s strategic vision for archiving was expansive and encompassed the
complete software and storage infrastructure necessary to provide this solution.
Solution Summary
Société Générale needed to needed a complete solution to their archiving vision
which encompassed acquisition (format conversion, scanning, quality, security),
indexing & loading, storage & retention management, search & retrieval and
administration.
The key EMC components in this solution were:
• EMC Documentum was chosen as the archiving platform of choice, providing core
repository services, security features and an API for web portal integration. 50,000
end-user licenses were included in the deal.
• EMC Archive Services for Reports (ASR) was chosen to provide transformation and
archiving services for IBM AFP print streams and text reports. In addition ASR will
 be used to archive large volumes of structured data. 26 CPU licenses were
included in the solution to support future expansion.

• EMC Centera was chosen as the storage platform because of its effectiveness for
storing fixed content such as report data with the lowest TCO. In addition
Documentum’s close integration with Centera ensured the solution was
completely seamless. The Centera solution will scale to 44 storage nodes by
2008.

• Consulting and services for implementation of the complete archive solution.

Société Générale envisaged that the solution would also be used for Document
Management, Content Management, Digital Asset Management and BPM/Workflow in
the future.

Deal Profile
Société Générale is a customer of long standing with EMC and uses a range of EMC
storage and software technologies. In September 2005 SG issued the SCAD Project
RFP which EMC responded to on December the 19th. EMC presented the complete
solution In January 2006 at which point Société Générale supplemented their original
requirements with those for structured data archival. EMC subsequently responded to
these requirements and a number of workshops were held with the client as part of a
head-to-head bake off with FileNet. The technical PoC was run in a controlled
environment and on Société Générale’s own AIX and BEA systems.

Key executive visits were held during this period including Dave de Walt (CEO) and
Brad Florin (Head of Archiving BU).

During March system sizing was undertaken taking into account the systems
architecture required to support the very large scale processing required for
structured data. Average processing loads would rise from 7GB/day in 2005 to
45GB/day in 2006 and 69GB/day in 2007. This would require growth from 12 to 18 to
44 Cetera storage nodes over the time period specified.

The deal was closed in March 2006 and was at the time the largest ASR license deal to
close in Europe and was based on the complete EMC technology stack including
storage and enterprise content management software
 Customer Profile
Global bank requiring enterprise archiving solution

Executives wanted: Users wanted: IT Departments wanted:

Compliance with EU Easy search and retrieval Integrated solution stack

regulations for archiving VAT
invoices
Lower TCO for enterprise
archive
A strategic vision of a
managed corporate
repository
interface integrated with
enterprise intranet portal
Fast response times
supported by single vendor
Speed of processing for AFP
and structured data
Technologies which simplify
the development,
implementation and
operation of archiving
systems

Reduce storage
requirements for archive
through compression

Target Applications
Retail and commercial customer statements and invoices.

Good Fit
• Customer is generating reports as AFP data from mainframe systems

• Very high volume requirements

• Needed to archive structured data in human readable format (PDF/A)

• Wanted to make a strategic investment in an enterprise archive

• Support for Open Systems platforms

Qualifying Questions
• What systems are used for internal statement archival, customer statement
presentment and internal report distribution/archival?

• What laws are you required to comply with regarding the content types mentioned
above?

• Would it be an advantage if content was archived using open standards rather

than in proprietary formats and systems?
 • Do you have a strategic objective for archiving enterprise data?

Key Selling Points

• Use of PDF/A as archival format regardless of source format

• Single storage of graphical resources ASR virtual document support and on the fly
extraction techniques

• Non-proprietary storage of indexes in lightweight ASR/Oracle tables

• Handles large volumes of data through use of lightweight tables

• A complete solution not only to archiving but a strategic investment in ILM and
ECM

• Simple architecture fully aligned with the SG IT standards: AIX, BEA/J2EE, Oracle

• Backup site synchronization performed using the SAN & Centera synchronization
mechanisms

• The future ASR index purge & on-demand re-indexing features will allow to keep a
reasonable Oracle database size

• EMC Commitment: Single supplier for the key SW & HW components Content
Server versatility for Document/Content/Digital Asset Management &
BPM/Workflow purposes

Contacts
• Tim Nelms, Enterprise Report Management and Archiving Business Development,
EMC EMEA, Nelms_Tim@emc.com +44 7968 489105

• Mike Kan, ESG Global Account Manager, EMC EMEA, Kan_Michael@emc.com

• Stephane Canipel, Solution Architecture, EMC France,

Canipel_Stephane@emc.com

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© 2007 EMC Corporation. All rights

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Produced in the USA. 07/07

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