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It’s Time to Move.
How do you get there?
Your Point of Origin
• Legacy ECM
• Sharepoint
• Embedded or Vertical-Specific ECM
Systems
Your Destination
•
•
•
•
•

Alfresco Enterprise
Alfresco Cloud
AWS + Alfresco
Zia Managed Cloud
Other Cloud/Hosted Options
Bu s i n e s
s =
Go v e r n a
nc e

Se
y
Re
l i
Sc
l i
Co
e d

c u r i t
l
t
a
t
n

i a b i
y
l a b i
y
n e c t

Ha p p y
Us e r s
L o we r
Co s t s
Fu t u r e
-p r o o f

Mo b i l e
Cl o u d

Us e r s =
Ea s e of
Us e
Collaboration
Data with me
Enough BP
Easier Job
Mobile
Discovery

Methodology

Extraction

Transformation

Business Rules

Content Migration

Auditing & Indexing

Final Verification
Embrace Change
Assessment

Final Validation

Extraction

One Team

Quick Iterations
Migration

Validation/Cleanup

Business Rules &
Workflow

Taxonomy & Metadata
Mapping

User, Roles, Permissions

Trust & Transparency
• Customer support portal/knowledge articles

• Tool used: open source and custom export/import

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
•

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
• Public e-filing of state, district and local court documents

• Tool used: Bulk file system import

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
Bulk File Import & Open
Source Toolsets
Bulk migrate
files, metadata, and versions
Mirror on-disk file system
folders and files
No/minimal auditing support

Lazy or “In Place” Migrations

High Volume migration
platform

Virtual Repository used for
discovery, framework, and
migration of content and
details

Full featured user interface
with framework for all steps in
migration

Supports to/from many
standard ECM systems with
connectors

Comprehensive audit and
reporting
Assess Current Situation

Break it Down

Cost of Doing Nothing

Determine Costs
(HW, people, storage)

Benefit to LOB
Pricing Guidelines
Estimate as of 1st Quarter 2014
Number of Files

Small

Medium

Large

XL

<= 400,000

<= 2,000,000

<= 4,000,000

> 4,000,000

<= 3

<= 8

<= 15

> 15

<= 500

<= 1,000

<= 4,000

> 4,000

Number of Document Types

<= 8

<= 15

<=25

> 25

Number of Workflows (number:average steps)

1:10

3:10

5:15

>

Number of Integrations

<= 2

<= 4

<= 8

>8

Duration

2.5 – 3 Months

3 – 4 Months

4 – 6 Months

>>

Licensing

$60,000

$120,000

$180,000

Custom

$80K - $120K

$120K - $240K

$240K - $360K

Custom

Number of Departments Involved
Number of Users Total

Services Cost

Note: This is a sizing guideline, each variable is a lever that adjusts price. Please call for a free assessment & quote.
Migration Webinar Series
Part 1 – Moving to EasyECM http://www.alfresco.com/events/webinars/movingeasyecm-migration-solutions-alfresco
Part 2 – The “How”: Tools & Best Practices http://www.alfresco.com/events/webinars/migratin
g-alfresco-part-ii-how-tools-best-practicesrenovating-your-ecm-system

Find us on the Web:
http://www.ziaconsulting.com/resources
http://www.ziaconsulting.com/migrate
http://www.contentpeople.com
Z i a Qu i c k S t a r t
Se r v i c e s

• A s s e s s me n t
• I mp l e me n t a t i o
n
ECM Renovation Roadshow - Migration

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ECM Renovation Roadshow - Migration

  • 1. It’s Time to Move. How do you get there?
  • 2. Your Point of Origin • Legacy ECM • Sharepoint • Embedded or Vertical-Specific ECM Systems
  • 3. Your Destination • • • • • Alfresco Enterprise Alfresco Cloud AWS + Alfresco Zia Managed Cloud Other Cloud/Hosted Options
  • 4.
  • 5. Bu s i n e s s = Go v e r n a nc e Se y Re l i Sc l i Co e d c u r i t l t a t n i a b i y l a b i y n e c t Ha p p y Us e r s L o we r Co s t s Fu t u r e -p r o o f Mo b i l e Cl o u d Us e r s = Ea s e of Us e Collaboration Data with me Enough BP Easier Job Mobile
  • 6.
  • 8. Embrace Change Assessment Final Validation Extraction One Team Quick Iterations Migration Validation/Cleanup Business Rules & Workflow Taxonomy & Metadata Mapping User, Roles, Permissions Trust & Transparency
  • 9. • Customer support portal/knowledge articles • Tool used: open source and custom export/import 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
  • 10. • 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
  • 11. • Public e-filing of state, district and local court documents • Tool used: Bulk file system import 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
  • 12. Bulk File Import & Open Source Toolsets Bulk migrate files, metadata, and versions Mirror on-disk file system folders and files No/minimal auditing support Lazy or “In Place” Migrations High Volume migration platform Virtual Repository used for discovery, framework, and migration of content and details Full featured user interface with framework for all steps in migration Supports to/from many standard ECM systems with connectors Comprehensive audit and reporting
  • 13.
  • 14. Assess Current Situation Break it Down Cost of Doing Nothing Determine Costs (HW, people, storage) Benefit to LOB
  • 15.
  • 16. Pricing Guidelines Estimate as of 1st Quarter 2014 Number of Files Small Medium Large XL <= 400,000 <= 2,000,000 <= 4,000,000 > 4,000,000 <= 3 <= 8 <= 15 > 15 <= 500 <= 1,000 <= 4,000 > 4,000 Number of Document Types <= 8 <= 15 <=25 > 25 Number of Workflows (number:average steps) 1:10 3:10 5:15 > Number of Integrations <= 2 <= 4 <= 8 >8 Duration 2.5 – 3 Months 3 – 4 Months 4 – 6 Months >> Licensing $60,000 $120,000 $180,000 Custom $80K - $120K $120K - $240K $240K - $360K Custom Number of Departments Involved Number of Users Total Services Cost Note: This is a sizing guideline, each variable is a lever that adjusts price. Please call for a free assessment & quote.
  • 17. Migration Webinar Series Part 1 – Moving to EasyECM http://www.alfresco.com/events/webinars/movingeasyecm-migration-solutions-alfresco Part 2 – The “How”: Tools & Best Practices http://www.alfresco.com/events/webinars/migratin g-alfresco-part-ii-how-tools-best-practicesrenovating-your-ecm-system Find us on the Web: http://www.ziaconsulting.com/resources http://www.ziaconsulting.com/migrate http://www.contentpeople.com
  • 18. Z i a Qu i c k S t a r t Se r v i c e s • A s s e s s me n t • I mp l e me n t a t i o n