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INTELLECTIVE UNITYPEOPLE. APPLICATIONS. AI.

One Enterprise.Infinite Possibilities.

Enterprise Information. Unified. Secure. AI-Ready.Your business runs on multiple systems. Your people don't have to.Unity. The Foundation for a Smarter Enterprise.

See how Unity works
INSURANCEBeyond borders.BANKINGCloser to customers.HEALTHCARECare keeps moving.
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PROOF HAS A NAME.

Experience earned.
At enterprise scale.

Selected organizations we’ve worked with over the years. No endorsement is implied.

01 / PROVEN IN COMPLEX BUSINESSES

Real work.
Real impact.

Insurance, banking, healthcare and beyond. See how organizations connect information, improve operations and modernize with Unity.

Illustrative view of a container ship crossing open water
Chubb01 / INSURANCE
GLOBAL UNDERWRITING & CLAIMS

One business.
Across every border.

Bringing global operations consistent
processes across language, currency, and methodology.

SCALE WITHOUT THE FRICTION.↓
54Countries.
A consistent experience.
50+Source systems.
Connected to the work.
THE BUSINESS IMPACT

Global operational efficiency. Chubb brought claims and underwriting together across countries, markets, languages, and acquisitions.

INSURANCE / CHUBB

Global growth.
A consistent way to work.

The business challenge

Acquisitions and rapid growth had left Chubb with aging operational applications and country-specific systems. Claims and underwriting teams needed a common working experience without losing the requirements of each market.

What changed

Intellective brought information and tasks from more than 50 source systems into a consistent experience across 54 countries. Chubb could standardize core underwriting processes, integrate acquisitions, and give employees relevant information in context.

The impact

  • Reduced maintenance costs and improved operational efficiency.
  • Less rekeying and improved data quality, as described by Chubb’s CIO.
  • A foundation for shared training and roles across countries and languages.
Read the case study
CHUBB / IN THEIR WORDSChubb
“This is a real
operational efficiency
improvement for Chubb.”
Matt Phillips
CIO – AOG, Ace Group
Illustrative metropolitan concourse with people moving through monumental architecture
SunTrust02 / BANKING
LEGACY SYSTEMS & CONTENT CONSOLIDATION

One experience.
Fewer legacy systems.

SunTrust connected data and content across legacy systems, then consolidated the platforms behind the scenes. Without impacting operations.

CONNECT FIRST. CONSOLIDATE NEXT.↓
40%Reported reduction in ECM
deployment time and costs.
THE BUSINESS IMPACT

SunTrust used Intellective Unity to provide a consistent experience across its content and process systems. The bank retired six legacy platforms while keeping daily operations running.

BANKING / SUNTRUST · HISTORICAL CUSTOMER STORY

Connect the work.
Consolidate the systems.

The business challenge

SunTrust’s departmental content, process and document-capture systems had created an inconsistent experience. Employees needed access to information across those systems while the bank addressed rising maintenance costs, downtime and procedural errors.

What changed

SunTrust used Intellective Unity to connect legacy systems and give employees a consistent view of client documents and data. It migrated content, consolidated document capture and retired six legacy platforms while keeping daily business operations running.

The impact

  • A consistent interface for information across the enterprise.
  • Six legacy platforms retired as systems were consolidated.
  • A reported 40% reduction in enterprise content management (ECM) solution deployment time and costs.
  • Reported annual savings of millions of dollars in storage, compliance and support costs.
Read the case study
SUNTRUST / IN THEIR WORDSSunTrust
“Unity allowed SunTrust to share data across a dozen redundant legacy systems, immediately increasing productivity. We were then able to consolidate those systems into our infrastructure without impacting daily operations.”
Scott Os
SunTrust Enterprise Architect
Illustrative medical campus at sunrise, with healthcare professionals walking through a garden
Kaiser Permanente03 / HEALTHCARE
CLINICAL & WORKFORCE OPERATIONS

Modernize.
Keep care moving.

Move beyond legacy constraints.
Keep critical information in reach.

PROGRESS WITHOUT DISRUPTION.↓
One click.Patient documents within reach.
Directly from the clinical workflow.
THE BUSINESS IMPACT

Kaiser Permanente gained room to modernize clinical systems and move away from legacy constraints. Critical documents stayed accessible as content moved behind the scenes. The same approach supported modernization across human resources.

HEALTHCARE / KAISER PERMANENTE

Modernization behind the scenes.
Continuity where it matters.

The business challenge

Kaiser Permanente’s clinical applications were tied to document systems that varied by region. Those dependencies made upgrades and consolidation harder. Progress meant changing the systems behind the work while keeping patient documents available to clinicians.

What changed

Intellective made patient documents accessible directly from Epic with a simple click, regardless of where they were stored. That removed a barrier to modernizing and consolidating Epic. Content could move in the background without disrupting business applications or the people using them.

The same progress across HR

Kaiser also moved HR documents out of a legacy system and into its corporate content environment. Employees could access and use that information through Salesforce, including in dashboards and reports. The HR application gained room to evolve as the underlying document systems changed.

The impact

  • Simpler access to patient documents within the clinical workflow.
  • A path to clinical system upgrades and consolidation, with fewer legacy dependencies.
  • Content migration behind the scenes while applications and users kept working.
  • Corporate documents made more useful within the HR experience.
02 / WHAT IS UNITY?

The whole picture.
The next step.

Your information lives in different places. Your business needs it to work together. Unity provides people, applications, and AI a secure, context driven, and consistent way to find what they need and get work done.

01

Connect what you have.

Bring together business applications, document repositories and legacy systems. Keep your existing systems of record.

02

Make it make sense.

Bring related records together, reconcile inconsistent formats and duplicate representations, and apply the permissions that govern access.

03

Put it to work.

Find the right information and take permitted actions through Unity, your existing applications, or AI. Business rules guide what happens next.

ONE BUSINESS QUESTION. CONNECTED ANSWERS.

See Unity in the flow of work.

THE QUESTION

Can we resolve this customer’s request?

Give your team the information and permitted actions to respond while the customer is still with them.

Customer record · CRM
Supporting documents · Content systems
Open requests · Service platform
CONNECTED THROUGH UNITYOne customer. The complete context.
Route the next step to the right team.Identity, permissions and business rules apply.

Illustrative scenarios. Each solution is configured around your systems, information and business process.

Keep the systems that run your business.
Change what you can do with them.

03 / MAKE AI USEFUL TO YOUR BUSINESS

Better context.
Controlled action.

Give AI access to the information your business depends on—and a governed way to act on it.

Explore your AI opportunity
YOUR ENTERPRISEModern systemsLegacy systems
INTELLECTIVE UNITYTrusted context.
Governed access.

Identity. Permissions.
Business rules.

YOUR AIAI assistantsAI agents
FROM INFORMATION TO ACTION

Unity connects the customer, case or request across systems. AI works with that context, while Unity applies access rules and routes permitted actions to the right systems.

01 / CONTEXT

Answers grounded in your business.

Bring related information and consistent meaning into the AI experience, with access governed by who is asking.

02 / CONTROL

Actions within your rules.

Put permissions, workflow rules and required approvals around the actions AI can request.

03 / CHOICE

Built around your systems.

Give your chosen AI experiences a shared way to use enterprise information and services through Unity.

04 / WHAT CHANGES FOR YOUR BUSINESS

Run better.
Change faster.

Intellective brings critical information into the work your people already do. So they can serve customers, make decisions, and move the business forward.

Decisions, without the chase.

Bring client documents and data together across systems. Give people a consistent view while the systems behind their work evolve.

SUNTRUST

Less effort. More capacity.

Reduce rekeying, workarounds, and the manual effort between systems. Give your teams more time for the work customers depend on.

CHUBB

Progress, without the pause.

Modernize and consolidate the systems behind the work. Keep critical information available to the people who need it throughout the change.

KAISER PERMANENTE

Your people, empowered.
Your business, moving.

Let’s talk about your business
EXPERIENCE, PUT TO WORK.

Built for the work
that can’t stand still.

20YEARS OF MOVING FORWARD
05 / LET’S MOVE FORWARD

Your next
move.

Tell us what’s getting in the way.
Let’s explore what could change.

sales@intellective.com
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