Moving to a new cloud-based system often requires careful planning to migrate content to your new system effectively. To minimize this burden on our customers, our rigorous and comprehensive Migration Services team ensures the smooth migration and movement of documents and data into Montrium Connect applications.
Montrium’s experienced migration team has worked on hundreds of data migrations for our customers on a range of projects. Our migration methodology is rigorous and comprehensive, ensuring the smooth migration of documents and data into our Connect applications. The following details the steps our migration team takes on every client project:
Initial information-sharing on your legacy system and source documents, supported by communications between Montrium and your team (meetings, discussions, information gathering, obtaining access to the client’s legacy system).
Identifying where the information is (often in various systems, e.g. file share, legacy systems)
Identifying the document types to migrate used by the client team
Identifying what will be needed to extract and transfer the documents
in the system
Identifying if metadata can be extracted, and other measures to take
Identifying a structure used for managing all the documents locked source files, effective documents, etc.
Creating extraction scripts to identify the relevant information (e.g. determining the number of locked source files, effective documents, etc.)
Finalizing the Migration Plan
Extracting documents and metadata from the source location (often a legacy system) utilizing automated tools for both the migration and the verification)
Uploading documents and metadata in the Migration Mapping Library of the application(s) of interest
The Mapping Library is a temporary staging area that allows you to index and clean documents before migration to the final destination. The Mapping Library consists of an extract of your document filenames and metadata values used
for verification
Updating the metadata and performing data cleansing if required
Verifying documents and metadata are indexed in the Migration Mapping library and are ready for migration
Extracting a final version of the mapping library, which is called the Migration Map. Following approval of the Migration Map, the Mapping Library is made read-only to prevent it from being modified.
Montrium uses automated tools to move documents and metadata to the appropriate list and libraries in the system
The Migration Execution phase will be summarized in the Migration Summary report, which captures the number of documents migrated and provides details about the automatic and manual verifications performed
Running automated checker scripts to ensure the migration of all data elements and preserve critical data attributes to produce the expected results
Clients may perform their verifications should they choose
Development of a Migration Summary Report, which includes the documented verifications and summary of the migration execution
Approving the Migration Summary Report
Through a series of automated tools and proprietary machine learning technology we are able to significantly accelerate the technical steps of migration to reduce costs and increase accuracy. We've even built a suite of connectors that help us map to the eTMF system you use today to increase migration compliance.
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