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Successful Data Migration

By David Hartmann and Scott Giordano
March 29, 2013

When corporate legal and IT departments deploy new enterprise software, migrating legacy data into the new system is usually one of the larger challenges faced. When it comes to e-discovery software, this challenge is exasperated as matter information may be contained in legacy systems or in a collection of spreadsheets or other ad hoc tools. This challenge presents unique risks, since lost or altered electronically stored information (ESI) or audit trails can lead to opposing counsel questioning the integrity of the entire e-discovery process, with judicial sanctions looming. Put simply, implementation teams have to get it right the first time. It's easy to think of data migrations purely in terms of technical requirements. But like any complex project, they must be approached as a process, involving various stakeholders and a carefully defined sequence of activities.

The essence of any data migration project involves the following stages:

  1. Gathering project requirements and assessing related parameters;
  2. Defining and analyzing the source data;
  3. Identifying and mapping the information;
  4. Extracting and ingesting the data; and
  5. Validating the results, gaining user acceptance and going live.

Project Requirements and Assessing Parameters

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