The Challenges of Migrating from IBM FileNet to Salesforce Service/ Sales Cloud & Microsoft SharePoint Online
Multiple routes into the information system
There were multiple ingestion paths into the Microsoft Azure system, which needed to be redesigned and brought into a common architecture.
Need for content-centric case management
Replicating the features of FileNet in Salesforce and SharePoint Online required large customizations and a solid case solution using the existing Salesforce solution.
Accommodation of business constraints
As the client is a financial service provider, we anticipated year-end and month-end freezes and accommodated limitations and changes within our project timeline to deliver according to the business SLAs.
Complex information management requirement
The source content needed to be transformed by Proventeq’s Migration Accelerator before being migrated into Microsoft SharePoint Online. The Information Architecture was designed to overcome SharePoint’s 5000-item limit threshold.
Proventeq's Solution
Discovery & analysis
Discovery and analysis sessions were held to elicit the end-to-end requirements of the target system so that the Proventeq team could identify key functionality of the client’s case management for their end user. Proventeq’s Content Analyser was used to determine the suitability of SharePoint Online in meeting the EDRMS business requirements.
Integration design
There were a large number of content fields of varying data types. The Proventeq team made the large amount of content easy to find by including these fields in SharePoint’s search schema, allowing users to quickly search for content by these values in these fields across multiple sites.
Information architecture restructured
Proventeq’s technical architects analyzed the content fields & components being used in IBM FileNet and replicated the functionality in Salesforce using standard and custom components.
Complex case management design
The Proventeq team designed complex Azure Logic Apps workflows to dynamically build the structures to overcome the SharePoint Online folder restrictions/limitations as well as creating relevant customer-centric cases in Salesforce.
