KNOWLEDGE

GUIDE TO DOCUMENT MIGRATION

New system! Now we just need to get the documents transferred from the old system.
It’s just not as easy as one would think… The project gets delayed, users can’t find the documents, data is lost, etc.
Hopefully this guide can help you avoid just that.

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OUT OF LOTUS NOTES – OUR EXPERIENCES

In many companies, older Lotus Notes applications are not fully shut down even after having been replaced by new applications. The uncertainty about how to handle the information stored in the application holds the companies back from taking the final step. This leads to compliance challenges as well as licensing costs. In this article, we describe some of our experiences with shutting down Lotus Notes.

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CONTROLLED TEST – CLEAN-UP AND MIGRATION

It has become standard procedure to conduct controlled tests when installing and updating IT systems. Unfortunately, there is not the same level of certainty when it comes to testing in other contexts of handling data. Undetected errors can have significant financial and quality consequences when large amounts of data are moved or cleaned up. Quality assurance and testing efforts should naturally be tailored to risks and severity, but a risk assessment and corresponding tests should always be conducted when handling data.

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TIDYING UP THE DOCUMENTATION — WHAT DOES IT TAKE?

What will it take to clean up the documentation? It is necessary to structure the task, draw up a plan, and at the same time be prepared to make decisions that will demand time and effort form the organisation. In the following, we will zoom in on what it takes to perform a good tidying up of your documentation.

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TIDY UP THE DOCUMENTATION

In many companies, virtually all documentation is stored – both because it’s easy, but also for fear of deleting essential documents.
In this article, we focus on how to regain control of your documentation with thorough, and eventually continuous, cleaning.

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ARCHIVE OR MIGRATE?

By distinguishing between two different ways of moving documents from an existing system to a new home, it is possible to approach the work in a more nuanced way and identify where to put your efforts. 
A customer case demonstrates the point and the huge savings involved.  

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INCREMENTAL MIGRATION

It is often necessary or desirable to migrate documents from one system to a new one in several steps. This adds a lot of complexity!
If you know where to look out for the worst risks and pitfalls in advance, they can be dealt with in due time.

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AUTOMATED IMPORT OF DOCUMENT DELIVERIES (TMF)

Our customer repeatedly receives a large volume of documentation from various subcontractors. Together we have set up a partially automated import, which ensures that the documentation lands in the customer’s document management system. This case is from Life Science.

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WHY A DOCUMENT MIGRATION IS COMPLEX

Document migration is often underestimated in terms of complexity and criticality, and we warn against it several places here on the blog. So what are the complexities of migration, and what are the paths through them. We dive into the complexity of migration.

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WHY A DOCUMENT MIGRATION IS CRITICAL

Document migration is often underestimated in terms of complexity and criticality, and we warn against it in several places here on the blog. So what is the criticality of migration, and how much does it hurt to fail? We dive into the criticality of migration.

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