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IBM ECM Work for Financial Services Corporation

Overall rating: 



Average: 4 (1 vote)


Average: 5 (1 vote)


Average: 4 (1 vote)

Willing to refer: 

Average: 4.5 (1 vote)

Project summary: 

Integro handled the installation, performance tuning, and training for a new technological tool for managing redundant data. The agency collaborated in-house.

Feedback summary: 

Integro is patient, thorough, and transparent. The agency delivers exactly what they promise. There have been no problems with Integro’s performance; instead, the agency is lauded for specialized services and their effectiveness.

"Integro let us know proactively how many hours we had left, were quick to return phone calls, and had a great staff."


Introduce your business and what you do there.

We handle imaging systems and the governance of corporate records in one of the world's largest financial services company.

I am the head of the ECM team.


What challenge were you trying to address with Integro?

Our company was undergoing a cleanup effort meant to eliminate what we call unstructured data, consisting of files sitting in LAN shares, SharePoint sites, public email folders, and so on. Like many companies, we struggled with managing redundant data, and purchased a new tool from IBM called StoredIQ for this purpose.


What was the scope of their involvement?

StoredIQ was a new tool for us, so we contracted Integro for its installation, performance tuning, and for training sessions.

A member from Integro worked with us at our location. He worked with our clients in order to classify the data belonging to them. We wrote classification expressions, which involved communication with our end-users.

Our on-site contact from Integro did most of the work, but I also interfaced with their sales group, admin staff, and project manager. We collaborated with Integro through a mix of remote and on-site work, which helped reduce costs. About 2/3 of the work was done on-site. We also gave Integro one of our own laptops, through which they could connect remotely for the rest of the work.

How did you come to work with Integro?

We learned about Integro at an IBM User Group meeting. We swung by their table and had a few discussions. Integro is an IBM partner, so they came recommended by our local IBM team for information governance work. We didn't look at any other candidates, at least not in-depth.

How much have you invested with Integro?

I cannot disclose that information but it was quite large.

What is the status of this engagement?

We started working with Integro at the fall of 2015. We purchased a certain number of service hours from them, and have used about 2/3 so far. We can use Integro sporadically, which has been very helpful to us. We plan to contact Integro for larger, more strategic projects, but have only used them for one engagement so far.


Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

We started working with Integro from ground zero. The specialist assigned to us had a great demeanor and took the time to document and explain things for us, so we were very happy with Integro's services.

How did Integro perform from a project management standpoint?

In terms of back-office staff, we mostly dealt with our project manager. She has been wonderful in terms of managing our budget. Everything was transparent and thorough. Integro let us know proactively how many hours we had left, were quick to return phone calls, and had a great staff. All the estimates given to us were respected. We didn't use any project management tools. Communication with Integro was mostly done through email and phone.

What did you find most impressive about Integro?

Integro's team is specialized in what they do and offered us exactly what we needed, without trying to sell us anything outside of the scope. Not being pushy in the sales process was refreshing to me.

What tips or recommendations could you share that might increase the likelihood of success with Integro?

No. Integro sits at the top of the list from my perspective.


Overall Score
  • 5.0 Scheduling
    They were always on time.
  • 4.0 Cost
    Value / within estimates
    It could always be cheaper.
  • 4.0 Quality
    Service & deliverables
    I tend to give harsh ratings.
  • 4.5 NPS
    Willing to refer
    They were very good vendor.