Fifth Third Bank Success Story

Rapid Migration from JetForm to DocPath’s Document Software Solution

infoFifth Third’s Problem

Fifth Third Bank was running a legacy version of JetForm document software which has been unsupported for several years now – so they had an urgent need to replace it for a software with active maintenance. However, the bank wanted to minimize the impact of migration to another document software on their current environment.

JetForm only merged data with electronic forms without adding any extra features. Only such basic implementation was possible with JetForm’s limited functionalities. This approach forced Fifth Third to manually create electronic forms every time a new product was launched or some other change had to be made.

emoji_objectsDocPath’s Solution to Replace JetForm

Fifth Third Bank contacted DocPath, a leader in document software solutions, for a solution that could replace JetForm while minimizing the impact on their current environment and applications.

After an initial meeting which thoroughly demonstrated that DocPath’s document software solution could replace JetForm legacy software without requiring any changes to the current implementation, new steps were taken to analyze whether, taking advantage of the migration from JetForm to DocPath, further improvements without disrupting the Bank’s current operations.

To implement the JetForm migration, DocPath engineers proposed a small change in which the old executable would be replaced by a new program called “Remote Generation Program” (RGP) that, accepting the same parameters and generating files in the same way as the old software, would take advantage of the new hardware and communications infrastructure.

By renaming the new program with the same name as the old JetForm executable, the document generation process could be centralized on a few servers in the Bank’s IT center. Also, the conversion of the old electronic templates was achieved with almost no conflict, due to the professionalism of DocPath’s technical staff and the tools created for this purpose.

celebrationBenefits of Migration from JetForm to DocPath’s Software Solution

The client was impressed that an unsupported legacy software such as Jetform could be replaced so easily without any disruption to their current environment or need to modify their applications, but even more so with the fact that they no longer had to go through the trouble of distributing the software and forms to each branch individually.

DocPath’s Ontario Suite, our Jetform migration solution, greatly improved the daily operation of Fifth Third Bank by centralizing document Generation into a single location, minimizing the risk of user error so that no branch would use obsolete templates or be unable to provide the necessary documents for a new product.

The ease of migration and the significant reduction in complexity in Fifth Third’s document software operations led to big savings. Moreover, the template conversion process saved the bank over $300,000 in professional services.