ING Group – Unica Upgrade to 11.1
**Situation**: ING Bank Romania, a subsidiary of the ING Group, is part of a global banking network with approximately 53,000 employees serving around 38.4 million clients, including individuals, businesses, and financial institutions across more than 40 countries. ING opted for IBM Unica Campaign as its tool for managing outbound campaigns. However, due to the bank's substantial data volume and commitment to privacy and security, it has been consistently working to stay compliant with internal security regulations, GDPR requirements, and the latest technological advancements. Consequently, ING’s Unica systems became outdated, lacking essential features introduced in subsequent versions. Following HCL's announcement of discontinuing support for version 9.1.2, ING urgently needed to upgrade.
**Solution**: Retina leveraged its extensive banking experience and expertise in various enterprise marketing management technologies, including IBM Unica, to oversee the Unica upgrade project. We began by defining the hardware, software, and security needs, as well as developing the upgrade process. To ensure proper functionality of the solution, we also designed a series of tests covering functionality, integration, and performance. In the second phase, we executed the upgrade from version 9.1.2 to 11.1, applying necessary configurations to preserve existing functionalities, implementing new security measures, and conducting pre-planned tests across three environments. The upgrade involved installation, configuration, and sanity checks for each of the four versions necessary for a successful transition.
**Outcomes**: The project was executed seamlessly, without interruptions or bugs, and was completed, including user acceptance testing, in under two months. The upgrade provided ING with enhanced security, improved performance environments, and new Unica features. Additionally, this project strengthened the partnership between ING and Retina, paving the way for further initiatives that will help maintain ING’s position as one of Europe’s premier financial institutions.