It’s Time to Renovate.

How do you get there?

Renovation is critical

“Enterprises today are often faced with multiple

content platforms and repositories without an

underlying strategy or technology to make the data

actionable. They need the ability to quickly and

easily access and repurpose information and make

it available through self-service channels.”

Kenneth Chin, VP Gartner Research

The Challenge

Business = Governance

SecurityReliabilityScalabilityConnected

Happy Users

Lower Costs

Future-proof

Mobile

Cloud

Users = Ease of Use

CollaborationData with me

Enough BPEasier Job

Mobile

Your Point of Origin

• Legacy ECM • Sharepoint• Embedded or Vertical-Specific ECM

Systems• Email/Shared Drives

Your Destination

• Your Data Center• Alfresco Cloud• AWS + Alfresco• Zia Managed Cloud• Other Cloud/Hosted Options

The “How” – Best Practices and Tools

A few case studies

Breaking down the migration

process

Methodology

Tools & Techniques

The ROI

Meth

od

olo

gy

Discovery

Extraction

Transformation

Business Rules

Content Migration

Auditing & Indexing

Final Verification

Migration Methodology

Follow a framework

Plan, plan, test, plan, GO!

Understand the strategic

and tactical implications of

the project

Case Study: Departmental

Volume of Data: Relatively small < 20,000 documents

Changes to Documents: Critical to not disrupt in-process editing and workflows

Metadata & Properties: All content and properties in legacy database

Sources of Content: Internally developed legacy database solution

Target Location: Alfresco Share (with UI customization)

Document lifecycle: Business rules and workflow were central to process

• Customer support portal/knowledge articles

• Tool used: open source and custom export/import

Case Study: Corporate

• Information technology research and advisory company

• Enterprise ECM Renovation – removing legacy embedded ECM

• Tool used: various, depending on requirements

Volume of Data: Medium 500,000+ documents

Changes to Documents: Some critical integrations with ERP and other systems

Metadata & Properties: many legacy document types, rules, and properties

Sources of Content: Documentum, share drives

Target Location: Alfresco Share (with minimal UI customization)

Document lifecycle: Depended upon source being migrated

Case Study: Enterprise

Volume of Data: Large, 25 million pdf documents

Changes to Documents: process needed to account for daily updates to data

Metadata & Properties: 15+ metadata fields to be preserved

Sources of Content: Lexis Nexis and legacy file systems

Target Location: Alfresco repository back-end; custom front-end

Document lifecycle: minimal support; only updates to documents

• Public e-filing of state, district and local court documents

• Tool used: Bulk file system import

Bulk migrate files, metadata, and versions

Mirror on-disk file system folders and files

No/minimal auditing support

Lazy or “In Place” Migrations Virtual Repository used for discovery, framework, and migration of content and details

Supports to/from many standard ECM systems with connectors

High Volume migration platform

Full featured user interface with framework for all steps in migration

Comprehensive audit and reporting

Tools & Techniques

Bulk File Import & Open Source

Toolsets

ROI: Getting Started

Start with business justification

Understanding &

selling the ROI

Don’t go it alone!

Assess Current Situation

Determine Costs (HW, people, storage)

Benefit to LOBCost of Doing Nothing

Break it Down

Zia Delivery Services – ICE

InitialConsultingEngagements

Fixed PriceFixed Duration

Based on methodology from 100+ successful Alfresco projects!

Questions?

Solution AcceleratorsDelivery Services• ICE• Migration Our Partnerships• Alfresco• Ephesoft• IGC Brava, Crafter, Simflofy• and more….

Why Zia?

Financial Services• Mortgage• Insurance• BankingGovernment• Federal• State/LocalTech & TelcoManufacturing

We Deliver Results For:

Zia’s Simple + Secure Back Office

Corporate Functions

Legal

Human Resources

TaxAccounts Payable

Procurement

• Talk to Us / Talk to Our Customers• Enterprise Trial – Alfresco/Ephesoft

Webinars:• Corporate Legal / Law Firms – May 1st• Human Resources – May 29th

Learn More:• Resources - http://www.ziaconsulting.com/home/resources/

• Webinars & Videos• Data Sheets & Brochures• Case Studies

What Next?