This document discusses renovating legacy content management systems and migrating to new platforms like Alfresco. It provides an overview of the methodology, including discovery, extraction, transformation, content migration, and auditing. Examples of migrations include moving a small customer support system to Alfresco, migrating 500,000 documents from Documentum to Alfresco while preserving integrations, and importing over 25 million PDFs from file systems to a custom front-end. Services are offered to assess the current situation, determine costs, break down the project, and provide consulting engagements and migrations using accelerators and partnerships with companies like Alfresco and Ephesoft.

1. It’s Time to Renovate.
How do you get there?

3. Business =
Governance
Security
Reliability
Scalability
Connected
Happy
Users
Lower Costs
Future-proof
Mobile
Cloud
Users =
Ease of Use
Collaboration
Data with me
Enough BP
Easier Job
Mobile

4. Your Point of Origin
• Legacy ECM
• Sharepoint
• Embedded or Vertical-Specific ECM
Systems
• Email/Shared Drives

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

7. Methodology
Discovery
Extraction
Transformation
Business Rules
Content Migration
Auditing & Indexing
Final Verification

8. 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

9. • 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

10. 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

11. 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
Bulk File Import & Open
Source Toolsets

12. Assess Current Situation
Determine Costs
(HW, people, storage)
Benefit to LOBCost of Doing Nothing
Break it Down

13. Zia Delivery Services – ICE
Initial
Consulting
Engagements
Fixed Price
Fixed Duration
Based on methodology from 100+ successful Alfresco projects!

15. Solution Accelerators
Delivery Services
• ICE
• Migration
Our Partnerships
• Alfresco
• Ephesoft
• IGC Brava, Crafter, Simflofy
• and more….
Why Zia?
PARTNER OF THE YEAR 2013
PARTNER OF THE YEAR 2012

16. Financial Services
• Mortgage
• Insurance
• Banking
Government
• Federal
• State/Local
Tech & Telco
Manufacturing
We Deliver Results For:

17. Zia’s Simple + Secure Back Office
Corporate
Functions
Legal
Human
Resources
Tax
Accounts
Payable
Procurement

18. • 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?