Proventeq helps JSA advocates and solicitors to migrate and modernise their ECM leading to interconnected user experiences
JSA is recognized as a leading national law firm providing legal services to top Indian corporates, Fortune 500 companies, multinational banks and financial institutions, governmental and statutory authorities, and multilateral and bilateral institutions.
Case study overview
With over 1 million content items spread across a complex iManage Worksite deployment, combined with a high volume of un-filed documents on users’ machines due to the constraints of device-based iManage licensing; JSA required a content services platform that would effectively manage their daily needs while reducing costs and provisioning licensing across user devices. Due to the nature of their business, a move from Worksite to SharePoint Online & Microsoft Teams would require a degree of customization to suit their information architecture needs.
JSA chose Proventeq to provide the expertise needed to complete the project successfully. The project was handled by Proventeq’s Migration Accelerator software, supported by a team of SharePoint migration experts. Proventeq empowered JSA’s team with a secure centralised platform. This allows JSA’s team to manage Team chats, documents, notes, and calendars per Matter or client by using SharePoint Online’s simple and modern experience. Users can access or upload content to Matter, personal, or OneDrive site collections from anywhere with any device.
The Challenges of migrating from iManage Worksite to SharePoint
- Complex Information Architecture was required by JSA.
- Navigation, Site Columns (Metadata), Site Content Types (Templates), and Permissions need to be deployed once to all 25,000+ workspace-related site collections.
- Custom security requirements were needed to restrict content deletion.
- Automation required to support continuous governance for matters sites based on ERP system output.
How we tackled the Challenges
- Discovery & pre-migration checks
Drill-down discovery reports and pre-migration checks identified potential issues and helped decide on an efficient migration strategy. Empty and duplicate workspaces reports helped prioritize migration of active Matters.
- Establishing a flat architecture
Proventeq designed Matter-centric site collections, personal and support functions site collections. This flat architecture will allow easier aggregation and search. Hub sites allow JSA to logically group matter site collections.
- Content classification
Custom content classification and target structure mapping features addressed the requirement to classify the content accurately and migrate related documents together into site collections and document libraries in SharePoint Online
- Pilot migration
Proventeq carried out a pilot migration by mapping content from Worksite to demonstrate how the production migration would work. This allowed JSA Law to test existing data in a production-like SharePoint Online environment.
How has JSA met its objectives, working with Proventeq?
- Interconnected user experiences
This has led to greater productivity for the organization. This has also helped to negate the impact of having to replicate effort in storing and managing documents and emails across disconnected on-premise platforms; allowing content to now be distributed to both internal staff and external stakeholders quickly and easily.
- Improved business processes
JSA is now considering the use of Proventeq’s document classification templates for all deployed Office Apps by implementing Azure Information Protection (AIP). JSA has also now been allowed to build automated workflows with SharePoint Online framework and extensions to automate and support JSA business processes.
- Reduced total cost of ECM ownership
The cost of multi-device licensing is reduced, enabling users access to content from any device type. Furthermore, utilizing SharePoint Online & Teams as a component of their Office 365 deployment means that JSA will also negate the infrastructure cost of hosting and managing iManage servers once the Worksite deployment is fully decommissioned.
