Strategic Partnership With Origina Nets Big Benefits For TIAA | FINANCIAL SERVICES

CUSTOMER PROFILE

Founded in 1918, TIAA was founded to create a sustainable retirement system for teachers. Today, it is a Fortune 100 company and the leading provider of financial services in the academic, research, medical, cultural, and governmental fields. TIAA serves more than 5M active and retired employees from more than 15,000 institutions.

INDUSTRY:

Financial Services

COMPANY SIZE:

Large

Location icon
LOCATION:

United States

PRODUCTS

IBM® BigFix
IBM® Case Manager
IBM® Case Foundation
IBM® MQ File Transfer
IBM® License Metric Tool
IBM® OpenPages

“It’s all about trust. We have to be able to trust who we’re working with and who we’re talking to. The best part (about working with Origina) is it’s really a partnership.”
— Thomas Nimblett, TIAA

THE PROBLEM

EXCESS SOFTWARE GLUTTING UP SERVERS | STRANDED SWMA WITH NO HELP FROM IBM

In 2017, TIAA was suffering from inventory issues. Being a 100+-year company, there was plenty of old product in their IT environment, including some dead systems that hadn’t been decommissioned and an excess of overbought software as a result of purchasing multiple bundles in the past that were still not installed after four years and were not needed as the organization moved forward.

They were going to need some help to clean house and create a strategic IT roadmap going forward.

A few years later, TIAA had decommissioned OpenPages, but it was still technically online in the data center because OpenPages was providing access to historical financial data. TIAA had already selected a new cloud replacement platform and that service was live. The problem was trying to figure out how to migrate 7+ years of historical financial data with no export function.

TIAA opened a ticket with IBM, but since it had no Software Maintenance Agreement (SWMA), IBM would not accept that ticket.

IBM did tell TIAA there was an export feature that would perform the function they needed but it was in a later version. The only way TIAA could access it was to upgrade to the newer version of OpenPages by reinstating their SWMA with IBM at 4x the cost of the yearly SWMA charge.

TIAA asked IBM if they would help with a SOW on a project to develop the feature. However, when IBM found out TIAA was decommissioning OpenPages, they refused.

THE SOLUTION

STRATEGIC PARTNER ORIGINA PROVIDES VALUE ON MANY LEVELS

Although TIAA was a customer for several smaller products, Origina did not support TIAA’s OpenPages platform at that time. However, when hearing about the issues with IBM, Origina offered to help in any way it could. A call with the support desk was scheduled, and the company’s OpenPages experts were brought in to address TIAA’s issue.

Origina’s OpenPages global independent expert was an IBM developer of that product and within seven days, he was able to create the required export feature to export the data and allow TIAA to retire the product.

Origina did not force TIAA to put OpenPages under support, even though it took a hit on commercial costs to develop the feature. TIAA was able to decommission the platform as required to meet stringent business deadlines.

Over the years, Origina has helped the company maintain a few software systems and then decommission them.

“They’re in the business of maintaining software,” says Thomas Nimblett, OCAO Business Management, TIAA. “We asked them to maintain it for a year and then get rid of it.”

This was not a problem for Origina, who knew they were building a long-term relationship with TIAA. Origina also brough subject matter experts in that helped reduce TIAA’s IBM footprint, as well as its requirements on licensing metrics for PVUs and RVUs.

As the strategic partnership continued to grow, Origina became a proactive ally that aided TIAA in mitigating risk, streamlining costs, and maximizing the life of their current systems.

Origina stepped in again when in 2019, IBM threw TIAA a curve ball and decided to move BigFix to another company. TIAA used BigFix and ILMT as standard systems they had in place to stay compliant. TIAA had already paid for their maintenance on BigFix upfront.

“IBM did not provide us with a good transition plan,” says Nimblett. “Origina gave us resources to help us get by.”

Origina also helped TIAA with a massive IBM audit. TIAA was able to stay compliant, fix the challenges, and even found a way to further reduce their yearly ELA.

“Most of the time, vendors tell you they will save you 50%. One thing I look at from my old procurement days is if a company tells me they are going to save me money, put it in writing, and Origina did,” Nimblett says. “There’s no question we feel we can’t ask Origina.”

THE RESULT

By partnering with Origina, TIAA was able to:

  • Reduce their IBM footprint

  • Realize a significant reduction of their IBM costs

  • Have a qualified partner to help drive their IT roadmap

  • Reduce yearly ELA

  • Maximize the life of their current systems

“TIAA challenged Origina to hit metrics, and they did.”
— Thomas Nimblett, TIAA

READY FOR A TRUE STRATEGIC PARTNER TO HELP WITH YOUR IT ROADMAP AT HALF THE COST?

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