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iManage to SharePoint Migration - Evolvous

iManage to SharePoint Migration: The Complete Guide

iManage is a specialized collaboration platform which focuses on ‘knowledge work’. However, in many scenarios the capabilities offered by iManage are inadequate. In such cases, it is crucial to migrate to a better platform. For most large and growing enterprises, SharePoint offers a better platform. Here, we will look at some of the important things that you should know before you execute iManage to SharePoint migration. 

Why Should You Think About iManage to SharePoint Migration? 

Let us start by looking at some of the common reasons for iManage to SharePoint migration 

Improved Integration: SharePoint integrates more seamlessly with your existing systems. Whether you are using Microsoft 365 Technolgies or any other 3rd party tools, it is easier to integrate with SharePoint compared to iManage. 

Better Scalability and Flexibility: If your organization is growing rapidly, SharePoint is the better option. It adapts more easily to changing organizational needs. SharePoint can also be customized more effortlessly to suit your requirements better, compared to iManage. 

More Cost Savings: SharePoint will be more cost-effective if you already have a Microsoft 365 license (like E3, E5 and certain others). But for iManage, you must get an additional license, which can be expensive. 

iManage vs SharePoint: Which is Better for Your Business? 

iManage vs SharePoint: Which is Better for Your Business - Evolvous

Find Out More 

Contact our team to assess your existing data infrastructure and determine whether SharePoint will be an ideal choice for you. 

iManage to SharePoint Migration: The Challenges 

There are multiple challenges for iManage to SharePoint migration. Here are a few: 

Difference in Data Structure: iManage has a different data structure than SharePoint. It supports metadata like client, matter, and document type. SharePoint has a more advanced metadata structure. This makes translating metadata a bit complicated. 

Migrating workflows: Rebuilding iManage workflows in SharePoint can be complex. It is time-consuming and making errors is easy. 

Transferring permissions: iManage also has certain differences in their permission settings. Ensuring that the permissions are properly migrated is also a major challenge. 

At Evolvous, we offer complete support for SharePoint migration. We will be with you at every step, helping you execute iManage to SharePoint migration with confidence. 

Choosing the Right Tool for SharePoint Migration 

When you are looking to execute iManage to SharePoint migration, one of the most crucial decisions that you need to make is to choose the right tool. In most cases, there are two different options. On one hand, you have an out-of-the-box migration tool, and the other option is to use custom PowerShell scripts. 

Using Out-of-the-Box Migration Tool: At Evolvous, we use Proventeq’s Migration Accelerator and Saketa migration tool. Both tools can handle complex migrations involving large data sets. These tools also make iManage to SharePoint fast and secure. 

Using Custom Coding: There are certain scenarios in which using the Out of the Box migration tool might not be possible. In such scenarios, we prefer to use custom PowerShell scripts. These scripts execute specific tasks which simplify the overall process of iManage to SharePoint migration. 

Next, we will look at the overall process that we follow here at Evolvous to execute iManage and SharePoint migration. 

The Process of iManage to SharePoint Migration 

Here is an overview of the process that we follow to execute iManage to SharePoint migration. The process is divided into 7 phases, each of the phases containing several steps. 

PHASE 1: Planning and Assessment 

STEP 1: Needs Assessment: The first thing we do is to analyze the existing structure of your iManage environment. At the same time, our team will engage in detailed discussions with the stakeholders to understand your specific needs. 

STEP 2: Laying Down the Objectives: Based on the discussion, we will clearly define and document the goal of the migration. Once the objectives are approved, we will work towards creating the plan. 

STEP 3: Developing the Migration Plan: To conclude this phase, we will create a detailed plan that includes the timelines, KPIs and other deliverables.  

PHASE 2: Preparing for the Migration 

STEP 4: Preparing the Inventory: Once the planning and assessment is completed, we will quickly move to preparing an inventory of all the data that is stored in your iManage platform. Our team will also identify and remove any obsolete or irrelevant data. 

STEP 5: Data Structure Mapping: Next, we will map the structure of iManage to SharePoint. This is one of the most challenging aspects of the process, as there is a significant difference between the two platforms in the way the data is structured.  

STEP 6: Selecting Migration Tools: Based on the requirements and the challenges we have identified by this stage, we will help you choose the right approach for migrating the data. 

PHASE 3: Setting Up SharePoint for Migration 

STEP 7: Setting Up the SharePoint Environment: Now, we will create a SharePoint environment which will house all your data. Our team will create SharePoint sites, lists, and libraries based on your requirements. 

STEP 8: Configuring the Migration Tools: We will set up and configure the chosen migration tool according to the plan that we developed. 

STEP 9: Prepare Users: It is important that we inform and train users about the upcoming migration and any changes in processes and workflows. This ensures faster adoption when the new system is implemented. 

PHASE 4: Initiating Pilot Migration 

STEP 10: Test the Migration: At this stage, when all the preparations are made, we will conduct a pilot migration with a small subset of data. The aim is to identify any potential issues and resolve them. 

STEP 11: Validating the Data: After the small subset of data is migrated, we will ensure that migrated data is accurate and retains all the metadata and permissions. 

PHASE 5: Executing Full Migration 

STEP 12: Perform Migration: Based on the findings of the pilot migration, we will execute the full migration of the data from iManage to SharePoint. 

STEP 13: Monitor and Support: Our team will monitor the process for any issues. If any issues are detected, we will resolve the issues. 

PHASE 6: Post Migration Support 

STEP 14: Validation: We will validate that all data has been migrated accurately and all the functionalities work as expected. 

STEP 15: Optimizing the Platform: The team will fine tune the SharePoint environment for performance, security, and compliance. 

STEP 16: Complete User Training: Evolvous will also offer complete SharePoint training so that your team has the right skillset and confidence to work with SharePoint system. 

PHASE 7: Decommission iManage 

STEP 17: Archiving the Data: Once the SharePoint environment is fully functional, we will archive any remaining data that does not need to be migrated. 

STEP 18: Decommissioning the System: We will gradually decommission the system after all the necessary data has been migrated.  

Get Started with iManage to SharePoint Migration 

If you are looking for iManage to SharePoint migration, contact the trusted migration experts at Evolvous. Get in touch with our team and get started today. 

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