ILS Solutions: OMNIVIEW BROWSER, BLENDED APPROACH
Case Study Moorefield, WV

Summit Financial Group

Summit Financial Group, Inc. is a $2.1 billion financial holding company headquartered in Moorefield, West Virginia. Summit provides community banking services primarily in the Eastern Panhandle and Southern regions of West Virginia and the Northern, Shenandoah Valley and Southwestern regions of Virginia, through its bank subsidiary, Summit Community Bank, Inc., which now operates thirty banking locations. Summit also operates Summit Insurance Services, LLC in Moorefield, West Virginia and Leesburg, Virginia.

Challenge

In September of 2016, Summit Financial recognized a need for assistance in migrating and converting image data while in the process of acquiring another financial institution.  This need involved identifying a more efficient means for migrating important data, reports and statements from the other institution’s systems onto Summit’s existing platform without interrupting day-to-day operations for the institution and its customers.

Once the acquisition process began, we realized the complexity of the data migration process and wanted to ensure each and every document was successfully transferred within the tight timeline,” said Scott Jennings, chief operating officer and senior vice president at Summit Financial Group. “The decision to seek outside assistance was made with the current acquisition in mind, but also the fact that there could be additional situations similar to this in the near future. When it comes to complex processes like these, we saw a definite value in working with an expert partner that was well versed in the conversion space so that we avoided any obstacles with the data down the line. Scott Jennings, Chief Operating Officer and Senior Vice President at Summit Financial Group

Decision

Summit Financial began searching for a partner that was familiar with the data migration process, as well as the systems they currently held. Upon further research, they found that Integrated Legacy Solutions (ILS) could supply them with the services needed to complete the acquisition with ease. 

ILS immediately drew us in with their wealth of experience across all aspects of the migration process, as well as their deep understanding of the key image and data systems in use across the industry today,” said Scott Jennings, chief operating officer and senior vice president at Summit Financial Group. “We knew then that in order for the acquisition to happen smoothly, ILS needed to be a part of our team. I was impressed with the process and how quickly they were able to accomplish the migration process despite the high volume of files we were working with. Scott Jennings, Chief Operating Officer and Senior Vice President at Summit Financial Group

Solution

 ILS began the process of extracting existing files and importing them to the ILS OmniView Browser, a universal search and archive platform that allows users to search for content acquired from any institution or system archives. Summit then identified the documents that needed to be made available via integration with other systems, which were in turn converted and indexed by ILS to ensure compatibility upon transfer to Summit’s Enterprise Content Management (ECM) system. Those files that were deemed as non-essential for the immediate integration remained in the OmniView Browser, which allowed Summit to remain in control of these documents while avoiding the cost of having them in their ECM or more expensive tier one storage.

This partnership enabled Summit Financial Group to meet their tight cutover timelines while also allowing the bank to function as normal to avoid any loss of data or inconvenience in accessing data for customers and employees alike. 


As it is with most acquisitions, there are bound to be unforeseen situations that will halt the process. ILS worked with us during all available times, whether early mornings or weekends, to ensure that this process would be completed by the deadline,” said Scott Jennings, chief operating officer and senior vice president at Summit Financial Group. “I’m proud to say that with their assistance, we fulfilled all tasks by the end date and have yet to come up with any missing documents to this day. ILS exhibited a willingness to assist us in all ways possible, and their high level of service was without a doubt unsurpassable. Scott Jennings, Chief Operating Officer and Senior Vice President at Summit Financial Group

Results

Summit Financial Group found great success in their partnership with ILS. The technology provider has now become a staple in the organization’s acquisition conversion process and continues to assist Summit with its data management strategy.

ILS is a pleasure to work with. They have proven themselves to be hardworking and reliable and are without a doubt a key partner during the acquisition process,” said Scott Jennings, chief operating officer and senior vice president at Summit Financial Group. “Upon deciding that another merger would take place, ILS will be the first call I make. They allowed us to get the ball rolling and complete the process with as few issues as possible. Scott Jennings, Chief Operating Officer and Senior Vice President at Summit Financial Group

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