Migrating Content-Our experience and our best practices

ImageSource has worked with countless customer partners over the years to migrate data and we have developed a map with known roadblocks, detours and great short cuts to get to your data to its destination intact.

  1. Understand your current system customizations. Over years of use, most organizations optimize/tweak/work around the abilities of a repository or content destination. ImageSource devotes time upfront to document the workflow and use cases of your users. This helps IT decision-makers clearly understand user’s needs, any trade-offs, limitations or improvements that await your migration project. Documenting requirements and limitations, sharing them with users and stakeholders and delivering to them create user acceptance.
  2. Consolidate components. Migration projects are the opportunity to rethink the complex route your data and documents take, in addition to user access utilities and document security tools. Our experience shows organizations have a mix of tools from a mix of providers solving a mix of problems. Going through the planning processes and working closely with a technology partner like ImageSource will reveal opportunities to reply on a single platform or a reduced set of tools for your migration and future document/data storage. This reduces costs, reduces downtime and improves security.
  3. Enable your data. Are your documents fully searchable? Is the taxonomy relevant to user behavior? Are documents in multiple locations? One thing we consistently see is a meaningful document management system already in place, users look for content in it by searching their self-determined keywords and when documents are not found by the user in that single location they are found elsewhere (most likely a departmental file share), then they are saved to a desktop and emailed to a colleague or external recipient. Apply OCR to content to create full-text searchable documents; apply policies to locate and remove multiple documents from multiple network locations; and implement integration to your organization’s established security policies. These examples, to name a few, can save your users hours searching for “lost” documents, reduce wasted storage space, and improve data security.

For more on our experience guiding migration projects successfully check out this link https://bit.ly/2IpKiLL

Jack Weakly