For many legal organizations - from AmLaw 250 firms to Fortune 500 Corporate Legal - the "why" is clear. They are tired of expensive, complex legacy ECM systems, where "ECM avoidance" is more prevalent then user adoption. The questions that remain are "where" and "how". Specifically, whether to move to another proprietary legal ECM such as HP, OpenText or others; or whether to move to a cloud sharing technology such as NetDocs or Box.net. And then once the decision is made, "how" to get there. During this presentation, we outline why Alfresco is the ideal "where" and then discuss the strategy and framework we've developed and termed ActiveMigrate™, greatly reducing the risk of "how" to get there. We will review why you don't have to settle for a choice between costly and complex proprietary systems vs. the security concerns and lack of enterprise functionality that comes from cloud sharing technologies. Learn how Alfresco delivers: -Role-Based, Dynamic Matter Management -Simple Internal/External Collaboration -Integration from Office/Email to Billing & HR -Solutions for the "Paper Problem" -Secure Enterprise Mobile We will then detail ActiveMigrate - comprised of seven steps, our effective approach is based on 10+ years of migration experience and countless migration projects. These steps will help you define your business drivers, break down your project into critical components, and ensure that you can continue to utilize your documents throughout the migration process.

1. Mike Mahon
CEO
Secure Legal Powered
By
Moving away from Legacy Legal ECM Technologies

2. AM LAW 200
CONTRACTS, M&A
FORTUNE 500
IP & LITIGATION
Who Can Benefit?

3. Agenda
• Why (& Why Not) Migrate?
Where to Go?
Who is Zia?
Building your SecureLegal ECM Solution
Active Migrate Methodology
Demo
Next Steps

4. • Slow
• Where is My Content?
• Shared Drives
• Email
• Cloud Sites
Why Migrate?
• Maintain
• Upgrade
• Content Silos
• Data Risk

5. Why Not Migrate?

6. • Gartner estimates content will grow 500% in the next five
years
• Governance & Compliance is growing
• Better UI, same problems as Shared Drive
• Better to integrate with these services, than depend on them
• Compliance & Governance Concerns
What Are My Options Today?

7. Your Tools, Your Needs
“Productized” Solution Components
There Is A Better Path Forward
User Interface
External Collaboration
Enterprise Information Management
Business Process
Information Governance
Role-based, Dynamic Matter Management
Mobile Access (Secure)
Desktop Integration
Outlook Integration
Sharepoint Integration

8. Who Is Zia?

9. Why Zia?
REDUCE RISK
• Thousands of Hours of IP
• Defined Methodologies
• Pre-Existing Integrations
• Email/Office/Sharepoint Integration
• External Collaboration
• Enterprise Information Management
• Paper/Paperless Solutions

10. Why Zia?
DELIVER THE RESULTS

11. What Do Users Want?
REALLY?
• Disregard for Adoption
• Over Customization
• Ignore Impact of User Experience
• Lack of Overall ECM Vision
THIS IS WHAT WE BUILD!

12. What Does The Business & Users Really Want?
• Make it Easy, people can manage it and want to use it
• Content is exploding, our solutions scale and can be built upon for future
growth
• Adoption, Adoption, Adoption are the three most important things in an ECM
system
• ECM should save time and money

13. • Mobile
• Email
• Simple
• Data That Goes With Me
• Usable Data Across the Enterprise
• Use Your Data with ERP, HCM, and other ECM
products
• Integrate with Cloud Offerings, public and private
• If ECM fails because of over customization, business
process is one of the main culprits
• Less is More, Less is Tough
What Is Easy Content Management?

14. EMAIL + ALFRESCO
• Direct Access to the repository
• Rule Driven Behavior
ALFRESCO CLOUD SYNC
INTEGRATE
Users Use Cloud Sync & Share like Business uses File
Shares
ADAPT & PROTECT
You can deliver ease of use and integration without
sacrificing governance and massively increasing risk
Solve the Dropbox/Box Problem
Co-Exist and Give Users What They Need

15. SHAREPOINT PORTALS
• Our software extends access from SharePoint to
external ECM systems, and synchronizes content
DESKTOP CLIENT APPS
MOBILE DEVICE APPS
ENABLE & PROTECT
ADOPTION, ADOPTION, ADOPTION
Users Demand SharePoint, Mobile & Desktop Integration
• Our desktop apps are agile and eliminate compatibility
issues found with native ECM clients
• Our mobile apps access multiple ECM systems from
smartphones and tablets
• Apps & Portals preserve native content, objects,
metadata & security

16. Solve “Content Chaos”

17. Solve “Content Chaos”

18. SYNC AND MIGRATE MODULES
• Share data between two or more systems
• On-premise or Cloud
• Automated and Manual Processes
•Move, Copy or Sync
• Include Content, Metadata, and Security
Content Connectors OOTB
• Alfresco
• EMC Documentum
•HP Worksite
• IBM Filenet
•MS SharePoint
•MS Dynamics
•OpenText eDocs
•OpenText Content Server
• SalesForce
•Databases
• File shares

19. PROFILE SEARCH
ENTERPRISE SEARCH OPTIONS
FEDERATED SEARCH VIA
SEEUNITY WEB PARTS
SHAREPOINT ENTERPRISE SEARCH
SOLVE CONTENT CHAOS
Federated Search, Integrated into One View
• Enterprise Search for SharePoint
• Real-time SP
• Pre-Indexed SP
• Federated
• Enterprise Integration for SharePoint Includes above,
plus:
• Web Part search with native forms

20. MODERN ECM PLATFORM
Co-Exist and Sync
SHAREPOINT UI FOR ALFRESCO,
EDOCS AND WORKSITE
CREATE NEW ALFRESCO DOCUMENT

21. AUTOMATED WORKFLOW
CLAUSE LIBRARY
COMPARE/ANNOTATE/REDACT/TRANSFORM
SECURE FILES “ANYWHERE”
EASY CONTENT MANAGEMENT
SIMPLIFY BUSINESS PROCESSES

22. SOLVING INFORMATION GOVERNANCE
EVERYONE’S A RECORDS MANAGER
EASYRM
•Intelligent File Plans
•In Place Records Management
•Automated Declaration of Records
•Information Governance & Archiving
with SharePoint

23. WHY ACTIVE MIGRATE?
REDUCE RISK, DELIVER RESULTS
•Proven Methodology
•Mature Tools
•Years of Experience
•Move What You Need, When You Need To
•Retain Existing Systems, Migrate When You Choose

24. THE HOW OF ACTIVEMIGRATE METHODOLOGY
KEYS TO SUCCESS
WHY THIS WORKS!
• Co-Exist
• Focus on Adoption
• Choose the Right Project
• Understand and Sell the ROI
• Don’t Go It Alone

25. Questions?
MIKE@ZIACONSULTING.COM
GLEE@ZIACONSULTING.COM
Secure Legal Powered
By
Moving away from Legacy Legal ECM Technologies