We recently attended SURG in Stockholm, Sweden and part of the day was dedicated to covering the General Data Protection Regulation (GDPR) and its implications for the industry when it goes into effect. The GDPR was approved by the EU Parliament in April 2016, and following a 2 year post-adoption grace-period will start to be fully enforceable May 25th 2018, meaning organizations that are in non-compliance at that time will face heavy fines.

What is GDPR?
In short the goal with GDPR is that there is a common process of how to protect data in the EU. “The EU General Data Protection Regulation (GDPR) replaces the Data Protection Directive 95/46/EC and was designed to harmonize data privacy laws across Europe, to protect and empower all EU citizens data privacy and to reshape the way organizations across the region approach data privacy.” (www.eugdpr.org)

Who does it affect?
This is a EU legislation so it is easy to assume it only applies to organizations within the EU, however while primarily organizations within the EU are affected, it is important to note that one of the biggest changes this regulation brings is that it impacts organizations outside the EU as well. The GDPR will also apply to organizations that “located outside of the EU if they offer goods or services to, or monitor the behaviour of, EU data subjects. It applies to all companies processing and holding the personal data of data subjects residing in the European Union, regardless of the company’s location.” (www.eugdpr.org)

For customers this means companies within the EU are obliged to provide information on what data is stored. If they want to know what data they have on them, the company will have to provide them with this information on request. If they do not, they will be fined heavily.

Other key changes to be aware of
With any OT Exstream/StreamServe implementation it deals with customer data, and with this new legislation in effect it is urgent that companies understand how to comply. The road ahead is unpaved, as no cases exist yet on what would happen for a company that doesn’t comply or what exactly is required of the companies. There are heavy fines and/or the company might see its’ solution shutdown completely.

There is a tiered approach to fines, and the maximum fine that can be imposed is up to 4% of annual global turnover or €20 Million (whichever is greater).

Right of access
As mentioned earlier, the GDPR outlines the right for a data subject to obtain whether or not there is any personal data concerning them being processed, and they can request a copy of such data free of charge. This is a major change and introduces a new level of transparency.

Right to be forgotten
Just as a data subject can request what is on file regarding their personal data, they also have the right to be forgotten – erased.

Data Breaches
Data breaches concerning personal data must be reported within 72hrs, and companies must notify their customers, the controllers, “without undue delay” of first becoming aware of the breach.

Consent must clearly be given, and practices that companies might have previously gotten away with will no longer be sufficient. “Consent must be clear and distinguishable from other matters and provided in an intelligible and easily accessible form, using clear and plain language. It must be as easy to withdraw consent as it is to give it.​“

Adhering to the GDPR regulation and ensuring compliance will be important for any organization doing business with personal data connected to the EU, but the good news is a lot of companies that have already spent time and effort to creating a better Customer Experience, probably have procedures in place that comply with many of the requirements already or is very close to.

You can read more about GDPR here and how it might impact your organization or you as an individual: https://www.eugdpr.org

We attended the SURG meeting in Stockholm Sweden a few of weeks ago, and wanted to share some thoughts and good information for those of you who were not there.

Roadmap and overview
The day was kicked off with Christian Askland, Director Product Management OpenText, sharing the platform overview and roadmap. There were not a lot of surprises on what’s to come compared with what has been shared previously, however notably we can see release EP4 is now more defined and now includes Job visualization and tracking, and more REST APIs.

Exstream will move more and more to the cloud and web services, and Control Center will be one of those. Customers will be offered the CCM as a cloud service. I.e. Paas, Platform as a Service. By entering in log-in information on a website, the whole environment (tenant) was created in the cloud. In the 16.4 version you will be able to use job visualization and tracking in the Supervisor. This is something that was in the Process Manager in version 3.x and was dropped from the 4.x version until now.

   Image source: SURG

We’ve been exploring 16.3 since it was available earlier this month and there are some really nice features in the 16.3 version. One of them being able to use SparkPost to track emails. This will give you valuable information about whether the email has been read or not. A demo was shown on how to upgrade to version 16.3 by Mikael Friberg, and he recommended building projects using one Main project and then have several subprojects to make it easier to work with. Also worth noting that Scandux argument is reintroduced due to customer requests. In 16.3 you also have the possibility to use role-based Retouch where you can define what resources specific groups of users can access, and changes can be made to documents in seconds. PageOUT is obsolete and discontinued. Scalable Vector Graphics (SVG) objects can now be used in CAS and use of script on output connectors is supported.

In our last blog post we noted that it was yet to be clear what training for Exstream would look like, and that was clarified a little at this meeting. The latest training material is still only for 16.2, and OpenText will not have training material for 16.3 until spring of 2018. They are also completely changing the model for training, it is now Learning on Demand, where you can do the training on-line at your convenience with a yearly training subscription. You can find more information here: https://www.opentext.com/training/coursedetails.html?id=2392 The price for a yearly subscription is $5000 per year but only includes one certification attempt, additional certification can be done for a cost of $400. This makes training with OpenText a heavy investment, especially for someone who is just looking for a specific course/certification, but it can be beneficial for anyone who typically does a lot of training.

Other insights from SURG
Ericsson shared in their talk about how they’ve seen a significant decrease in the number of printed material, but an increase in electronic messaging and we will get more and more AI functionality in business. This is something we’re sure a lot of businesses are seeing, and will continue to do so. However, there will continue to be a demand in print as well, especially for business or organizations that are impacted by regulations in part to do so. Ericsson pointed out that even with print on a decline, one thing that will still be on demand when it comes to printing is label printing.

Part of the day was also dedicated to covering GDPR and its implications for the industry when it goes into effect. In short the goal with GDPR is that there is a common process of how to protect data in the EU. Companies within the EU are obliged to provide information on what data is stored. If you want to know what data they have on you they will have to provide you with this information on request. If they do not, they will be fined heavily. We’ll cover this topic more closely shortly as it’s an important consideration for our EU clients.

Overall, SURG was a great event and the new releases of features and applications we’ve seen so far with version 16, and the ones to come, will be great value adds for our clients.

On Tuesday, we attended the OpenText Customer Experience Management User Group meeting in San Mateo, CA. It was a well-attended event with many organizations looking to hear from others that have implemented OpenText CEM solutions and get the latest product insights. Going to the User Group meeting was time well spent, and we hope that OpenText will host more of these in the Bay Area in the future!

Customer Panel
The panel discussion had representatives from Blue Cross/Blue Shield, Chevron, Franklin Templeton Investments and Kraft Heinz, as well as OpenText, and they provided some great insights from their experience going through a digital transformation and implementing OpenText CEM solutions.

One of the main takeaways shared was not to wait until there is a request to show value, be proactive and publish, so that when the request comes, you are able to show growth and value over time. Another was that with any investment and digital transformation quest, every organization has their “aha moment” when they can show value and success with their implementation. This aha moment will look different to every organization, but some of the aha moments shared related to seeing the value of insights regarding their assets and what is most used, or being able to show people the benefit of creating device agnostic content that can then be used cross-channel, mobile, social etc. as achieved through using a product like Exstream.

The panel also shared the advice that for any organization embarking on the journey of digital transformation, it’s important to keep it simple and to also consider the culture change. “It’s not just what you can do, it’s what you should do that’s important”. For some that means starting small, with a select set of documents or a specific business unit to show initial value before proceeding with other areas of the business. This is an approach we see often with our clients and can attest to as well. The capabilities with an OpenText CEM solution are extensive, but they should be used with intent and purpose for the best value for the business.

Customer Communications Management Product Roadmap and Technical Deep Dive
The focus of the CCM breakout session was OpenText Exstream, described as “a marriage of two solutions” Exstream and StreamServe (CCE) where both sides now get access to the benefits of the strengths from either product. Among those mentioned, for Exstream customers that never had a persistence layer that will now be available providing valuable job tracking and analytics, and StreamServe customers now getting access to the power behind Exstream and CAS being a core part of the platform for all channels.

As with any merger or acquisition, there is a level of worry amongst customers and users that the product they’ve invested in will be going away, but OpenText ensured that both customers of HP Exstream and StreamServe can expect to be able to continue using the applications they’ve gotten used to, and that upgrading will not mean losing anything but rather have access to more benefits and capabilities.

With EP3 coming out in a couple of weeks, there are some interesting news and updates to look forward to that are all part of OpenTexts’ efforts to stay committed to “efficient omni-channel communications”. We were given a preview demo of one of those, the new application Exstream Content Author. Exstream Content Author is part of the authoring solution, targeted for the business user and is intended to augment the Designer application. In the Exstream Content Author specific areas can be opened up to a marketing user (as an example), while keeping other areas and information static that that user can’t change. It will leverage CAS and in future releases will also support workflows, approvals and revision tracking is coming. We look forward to working with our clients to take full advantage of these new capabilities as they are released.

Interesting to note from the information shared during this day was that although Exstream 16 is a “marriage of two solutions”, training is yet to be married for the two and is still separate for Exstream and StreamServe. Nothing was mentioned about when/if this will be the case in the future, but it’ll be interesting to see how long that will remain as such, as we are already seeing customers wanting that.

In the recent CIO Applications Utilities Special issue, XStreamReports was recognized as being one of the Top 25 Utilities Tech Solution Providers – 2017.

“This list gives you some of the most prominent organizations in the industry that provide sustainable solutions enabling utilities to enhance performance and environmental efficiency.” – CIO Applications

We’re happy to be recognized as a great solutions provider for utility companies to partner with to achieve their goals. We can offer custom best-practice Utility Bill Solutions for impactful communication, as an integrated end-to-end solution for automation, optimization and personalization of their high-volume document process. We’ve previously worked with companies like TPU (Tacoma Public Utility), FPL (Florida Power and Light), and Iberdrola (Previously EnergyEast) to reduce operational costs by streamlining the generation, collation, sorting and distribution of customer bills. You can learn more about our Utility Bill Packages here.

We look forward to partnering with more utility companies in the future to strengthen their Customer Communications.

Check out the CIO Applications article and Top 25 list, or you can read their coverage of XStreamReports directly here.

We’re delighted to introduce Mika Manner who is joining us as a Senior Developer. Mika is a senior technical software consultant with 15+ years of experience in the IT industry, and we are happy to welcome him on-board the team!

Mika will be working with our clients to ensure implementation success of their Exstream (StreamServe) solutions and collaborate internally with our team of developers continuing to grow our collective expertise. Mika will also be working closely with our US office in carrying out our new vision for enhanced support.

Mika has extensive experience and expertise in Exstream (StreamServe) implementations, having first worked for StreamServe as early as 2002. Since then he has continued to grow his expertise and provide excellent work. He has worked on various projects focusing on planning, implementation and support for projects involving StreamServe integration, business solutions integration and document management. Collaborating closely with in-house consultants, partners and end-customers. Mika is a StreamServe certified developer.

Join us in welcoming Mika. You’ll find him in our Gothenburg office or out traveling, enjoying a run or meeting friends.

We’re excited to share that we have now opened an office in Sweden. Our ability to support the EMEA region is further strengthened by our office in Gothenburg Sweden, providing a local presence that will promote growth and new business opportunities in Customer Communications Management Consulting (CCM) Services, Support and Training.

Our new office in Sweden is a strategic move to further support the EMEA region and accelerate growth by leveraging the StreamServe talent in Sweden, where StreamServe was first founded. Recent recruitment of key Exstream (StreamServe) experts are heading up the new Sweden office with John Viklund, CTO, in the lead.

“We’re excited to bring our expertise to Europe, and in particular Sweden, where both StreamServe and XStreamReports has roots” – Calle Karlsson, CEO and Founder of XStreamReports. “There’s a lot of original talent and opportunities in Sweden alone, and we’re already working on exciting projects in other parts of Europe as well.”

In addition to providing expert OpenText Exstream (StreamServe) consulting services, reliable support and world class training, the Sweden office will also be spearheading XStreamReports’ endeavor in analytics and AI solutions to further empower their clients in their quests to improve their Customer Experience.This a great step aligned with our vision of providing excellence to be a global leader in full service CCE consulting and solutions.”Anna Soederstroem, VP Business Development.

For more information on our Sweden office, contact John Viklund at john.viklund@xstreamreports.com or +46 73 150 1516.


The utility industry is in the midst of a transformation towards a more digital and customer experience centric approach, and it is changing the way utility organizations are doing business.

Utility organizations are re-thinking and re-structuring their Customer Communication Management (CCM) to adapt to today’s customer expectations. Creating the ultimate customer experience across all platforms that is consistent throughout the large amounts of interactions created is of outmost importance across print, digital, interactive correspondence and dynamic online bills. To achieve this the organizations must start with ensuring they have the right solutions and processes in place, an expertly implemented solution platform is at the heart of ensuring success with their CCM.

This is where OpenText Exstream, formerly Communications Center Enterprise (CCE) and StreamServe comes in. It is the best solution for utility companies to successfully complete their digital transformation and improve their customer relationships. Through years of successful implementations for our clients we’ve seen how it not only helps in ensuring that the customer experience is optimized through all channels and platforms to improve the organizations digital strategy with information being accessible to customers in a consistent manner on websites, print, email etc. The organizations business users have user friendly web-based tools to easily change and customize messages as needed to be able to respond to customer and organizational needs alike very quickly, resulting in happier customers, a more efficient and agile organization with reduced costs and need for support. For those times when customers contact call centers/support, it can help reduce call center costs and facilitate those calls to be better handled as call centers can pull up exact copies of what the customer is looking at/having questions about.

2016 brought some exciting news and industry changes with OpenText making acquisition in this space and paving the way for organizations further empower their employees to provide the best customer experiences and increased efficiency. We at XStreamReports continuously work with existing and new clients to support them in their digital transformation journey, and  with 2017 being off to an exciting start, we’ll continue to see the utility industry transform and OpenText Exstream presenting an even stronger solution in the market.

If you think OpenText Exstream/CCE/StreamServe might be right for your organization, contact us to learn more!

We’re very happy to welcome John Viklund to the XStreamReports team! John will serve as our CTO and will be dedicated to ensuring we continue to have cutting edge technology and best practice implementation methodology, especially in the SAP space.

John has extensive experience as a Product Manager and Enterprise Solutions Consultant with a solid track record of managing a portfolio of world-class enterprise solutions and is passionate about creating innovative and customer-centric solutions. John has worked with the OpenText StreamServe suite for over 15 years in many different roles and projects around the globe. Being a member of both StreamServe Professional Services and R&D, John has gained profound knowledge and insight into the StreamServe product suite and uses this knowledge to build innovative, reliable and scalable StreamServe solutions. A strong believer in Customer Experience as a critical part to any company’s success and growth, he is an excellent fit with our values at XStreamReports.

He is already embarking on new territory and paving the way for our future as the company that: “Makes SAP great again”! We are already launching new and never seen SAP Hybris integrations & applications on a cutting-edge project.

John is a strong addition to our great team and welcome him onboard.


It’s that special time of year when we look back and think of everything that was accomplished in the last year. 2016 has been a great year, we’ve been fortunate to work with some great clients and partners for whom we’ve implemented great solutions and we’re very grateful for the amazing team we have at XStreamReports who made it all possible. This year also brought some great networking at inspiring events such as SAPforutilities and Enterprise World, and OpenText making acquisitions that will shape the future of our industry with Exstream 16 entering the arena in 2017.

A big THANK YOU to all our clients, partners and friends. We hope you are enjoying the beautiful holiday season and we wish you a all the best in 2017! Happy New Year!