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So…


How do you get
there?
ActiveMigrate ™ 
Our Proven Methodology 
+ Best of Breed Migration Tools


From:
•  Legacy ECM & Sharepoint
•  Content in ERP/CRM + Vertical Applications
•  Shared Drive / Email
•  Alfresco Community
Migration Case Study: "
Millions of Court Documents
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
Methodology
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
•  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
Your Destination

•  Your Data Center
•  Alfresco Cloud
•  AWS + Alfresco
•  Zia Managed Cloud
•  Other Cloud/Hosted Options
Introducing ICE
Initial
Consulting
Engagements (ICE)

Fixed Price
Fixed Duration

Based on methodology from 100+
successful Alfresco Projects!
What is ICE?

Three Levels
•  Departmental
•  Corporate
•  Enterprise

Three Phases
•  Discovery Process & Assessment
•  Technical Assessment
•  Roadmap & Project Management Plan
Featured Story
•  Synopsys
Key Details:
•  Custom Import/Export + Open Source Tools
•  Internally Developed Legacy Database
•  Critical = In=Process Editing & Workflows

Shared Drive/Homegrown ECM
Today’s Discussion
Today’s ECM Challenges

User Adoption
(“ECM Avoidance”)
Cost & Complexity
(of Document Processing)
•  Talk to Us / Talk to Our Customers
•  Enterprise Trial – Alfresco/Ephesoft

Learn More - http://www.ziaconsulting.com/home/resources/
•  Webinars & Videos
•  Data Sheets & Brochures
•  Case Studies
Alfresco Summit 2014:
What Next?

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ActiveMigrate - ECM Renovation Roadshow

  • 1. So… How do you get there?
  • 2. ActiveMigrate ™ Our Proven Methodology + Best of Breed Migration Tools From: •  Legacy ECM & Sharepoint •  Content in ERP/CRM + Vertical Applications •  Shared Drive / Email •  Alfresco Community
  • 3. Migration Case Study: " Millions of Court Documents 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
  • 4. Methodology 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
  • 5. •  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
  • 6. Your Destination •  Your Data Center •  Alfresco Cloud •  AWS + Alfresco •  Zia Managed Cloud •  Other Cloud/Hosted Options
  • 7. Introducing ICE Initial Consulting Engagements (ICE) Fixed Price Fixed Duration Based on methodology from 100+ successful Alfresco Projects!
  • 8. What is ICE? Three Levels •  Departmental •  Corporate •  Enterprise Three Phases •  Discovery Process & Assessment •  Technical Assessment •  Roadmap & Project Management Plan
  • 9. Featured Story •  Synopsys Key Details: •  Custom Import/Export + Open Source Tools •  Internally Developed Legacy Database •  Critical = In=Process Editing & Workflows Shared Drive/Homegrown ECM
  • 10. Today’s Discussion Today’s ECM Challenges User Adoption (“ECM Avoidance”) Cost & Complexity (of Document Processing)
  • 11. •  Talk to Us / Talk to Our Customers •  Enterprise Trial – Alfresco/Ephesoft Learn More - http://www.ziaconsulting.com/home/resources/ •  Webinars & Videos •  Data Sheets & Brochures •  Case Studies Alfresco Summit 2014: What Next?