Perform an Inventory Before Migration – You Will Be Thankful You Did

Ok, I bet most of you who are involved in migration don’t do an inventory when you are figuring out the time and budget for the project. You should do. It will save you a lot of headaches down the road.

So what is an inventory? It should be phase one of migration. According to Blend Interactive, the following is a guide to get you going on an inventory.

• What content is moving?
  • What content can be got rid of?
• How can the content be grouped?
• Which content requires special handling?
• Which content needs changing?
• How volatile is the content?

An enormous amount of work. I, for one, would not try a manual approach. So, what are you going to do?

Ahem, you need a tool, one that will do the grunt work for you. Wouldn’t it be nice to have a tool that tells you what is garbage, redundant, and obsolete? Did you know that 90 percent of documents are never opened after creation? And 65 percent are accessed once. Why migrate them?

Do you have content that requires special handling? Which documents are lacking meaningful metadata? Probably most of them, as 91 percent of organizations still use manual tagging.

Content could contain records that were never declared, or privacy and confidential information. Using a tool that will classify to a taxonomy provides the ability to group similar documents. Our software can identify inter-related content based on the concepts found within the text of a document.

In any case, a tool can eliminate many headaches when migrating content. Do you use a tool? Is it easy to use?

Our webinars also address the topics explored in our blogs. Access all our webinar recordings and presentation slides at any time, from our website, in the Recorded Webinars area, via the Resources tab.