ECM Migration Planning

A like-for-like migration, such as moving from an older version of SharePoint to a newer version, or to a newer content repository.

• No real changes in structure, metadata, or permissions
• Little filtering - most files moved like for like
• No document conversions or transformations

Migration that involves some or all of the following:

• Migration between different systems
• Partial migration of content based on certain metadata or search results
• Conversion of certain documents to different formats, e.g., scanned TIFF images to PDF
• Transformation or enrichment of some metadata elements, e.g., adding new metadata fields, or updating certain metadata

Highly complex migrations can take many different forms. These may include:

• Migration and aggregation of content and metadata between multiple different systems
• High levels of content enrichment, e.g., adding full text indexes on all files
• High levels of metadata enrichment, e.g., using AI to classify content during migration
• Metadata validation and enrichment against external databases
• Migration based on complex rules, e.g., using retention rules to only transfer relevant content