Optimum enabled a seamless ERP migration, with no downtime, while enhancing document security, accessibility, and operational efficiency for a professional services firm.
About the Client
The client is a professional services firm transitioning from Deltek Vision ERP to cloud-based Envisort ERP. They needed a seamless strategy to migrate sensitive documents to Microsoft OneDrive while ensuring security, accuracy, and minimal disruption.
Business Challenges
Migrating to a new ERP and document management system presented significant challenges, requiring careful planning to ensure data integrity, security, and operational continuity. Without a structured approach, the risk of data loss, inefficiencies, and security vulnerabilities would increase.
- Data Integrity: Preserving file structures and metadata.
- Large-Scale Migration: Handling high volumes of documents efficiently.
- Security & Compliance: Maintaining strict access controls.
- Minimal Disruption: Automating processes to reduce downtime.
Optimum’s Involvement
Optimum developed a customized migration strategy focused on automation and security:
- Strategic Planning & Preparation: We assessed the document structure, removed redundancies, and created a structured migration plan to ensure a smooth transition.
- Custom Migration Automation: A tailored migration tool, developed by our team of data and software experts, automated data extraction, transformation, and transfer while maintaining metadata consistency and leveraging Microsoft Graph API for organization.
- Secure Access & Compliance: We implemented Microsoft Entra ID authentication and Role-Based Access Controls (RBAC) to ensure data security and regulatory compliance.
- Fast & Reliable File Transfer: We optimized performance using batch processing, parallel uploads, and error detection mechanisms, ensuring efficiency and real-time tracking.
- Rigorous Testing & Validation: Before completion, we conducted data accuracy checks, performance tests, and security audits to confirm a successful migration.
Project Outcomes and Benefits
Optimum’s strategic document management and migration approach ensured a smooth and secure ERP migration, while minimizing disruptions and maximizing efficiency and security. By leveraging automation, robust security measures, and thorough validation, the client achieved a seamless transition to a modernized document management system.
Key Metrics:
- 100% Data Accuracy: Ensured reliable storage with no inconsistencies.
- Improved Efficiency: 30% faster document retrieval and streamlined organization.
- Stronger Security: Role-based access controls reduced unauthorized access incidents by 40%.
- Lower IT Overhead: Cut manual processing time by 50%, reducing maintenance efforts.
- Seamless Adoption: 95% of employees transitioned smoothly with minimal support required.
Future Opportunities
With a modernized cloud-based document management system, the client is now positioned for future growth. This migration enables:
- Scalability: Easy expansion as business needs evolve.
- Advanced Analytics: Integration with AI-driven insights for better decision-making.
- Process Automation: Further automation opportunities to enhance productivity.
- Enhanced Collaboration: Secure, real-time document access across global teams.
About Optimum
Optimum is an award-winning, nationally recognized IT consulting firm serving clients across multiple industries in the US and Canada. We specialize in helping organizations enhance efficiency, overcome project management challenges, and achieve digital transformation through strategic planning, innovative technologies, and streamlined PMO processes.
We offer a comprehensive range of project management solutions and services, including ERP Solutions, Systems Integration, Business Process Optimization and Automation, Business Intelligence (BI), Custom Application Development, and Staff Augmentation.
Reach out today for a complimentary discovery session, and let’s explore the best ERP solutions for your needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
