Always on the lookout to improve its technology solutions, Ameritas was looking to upgrade its long-time job scheduling software solution. Although the software adequately served the insurance provider’s needs, service standards had begun to decline in recent years, and Ameritas’ executives decided it was time for a change.

Ameritas sought a holistic workload automation solution that could be rapidly and seamlessly migrated from their prior job scheduling software, without any hiccups.

In addition, Ameritas needed improved flexibility and visibility into its operations, through superior, faster workload automation. Most importantly, given their complexity of operations and continuously evolving business lines, it was essential that Ameritas would have the support of a world-class, client-first service team.

Once Ameritas decided the time was right to move on from its long-time job scheduling vendor, it conducted robust due diligence into several of the biggest players in the workload automation market. Although Ameritas was very impressed with SMA’s product and demos, it faced a complex migration project and had recently spent 18 months on a failed conversion. Naturally, executives were cautious and initially chose a larger, better-known firm that had experience in conducting migration projects off Ameritas’ current scheduling software.

“SMA originally lost the bid,” says Ed Watson, Systems Programmer at Ameritas. “But when the other solution provider proved difficult to work with, we decided to come back to OpCon. With 20/20 hindsight, it was the best decision.”

“We had two projects going on at the same time,” says Deb Brugman, Manager of the Operations Team at Ameritas. “Including migrating our database from a Windows to a Linux environment. If we hadn’t converted to SMA, the financial impact would have been significant because we would have had to purchase additional licenses from the scheduler. The move to OpCon was very timely and enabled our team’s success.”

SMA promised to complete the migration project within six months. At first, having recently experienced an 18-month migration project that ultimately failed, Ameritas executives were skeptical. But SMA delivered on its promise.

“In six months, we were done, which was impressive,” Watson says. “Looking back, we were a little cautious, but it turned out great.”

Post-migration, Ameritas staff immediately noticed the differences between OpCon and their prior solution.

“We like that OpCon is server-based, given that jobs are moving off the mainframe,” says Tony Reilman, Enterprise Solution Manager at Ameritas. “We also like the fact that OpCon can run as a web app. But the biggest factor has been the people – the SMA team are very easy to work with.”