Department
for Education
Reduced Cost, Enhanced Security and Smarter Search through a Meridio ECM modernization









Client Overview
The UK Department for Education (DfE) is responsible for children's services and education, including early years, schools, higher and further education policy, apprenticeships and wider skills in England. The department uses a customized Meridio EDRMS instance as the primary document and metadata store for their public correspondence system.
With 7 million unstructured documents stored on their legacy Meridio system, it became complex to manage, costly to maintain and did not meet the demands of modern business requirements. The DfE also had over 700,000 scanned files which required full-text conversion and classification.
The complexities in managing content on Meridio EDRMS system led to a gap in the completeness of the department's digital content portfolio. They decided to migrate their content to SharePoint to reduce the total cost of ownership of information management, optimize search and enable a seamless user experience.
LOCATION
UK
SECTOR
Government
SOURCE
Meridio
DESTINATION
SharePoint Online

Client Challenges
Complex & expensive
legacy system
Meridio was complex and costly to manage, making content difficult to navigate, govern and distribute to both internal and external stakeholders.
Lack of searchable
digital versions
Most of the DfE items stored were non-searchable due to the lack of transformed and enriched versions.
This resulted in an incomplete digital content portfolio for the department.
Risk of content loss
The department’s unsupported Enterprise Content Management system presented a risk of content loss which needed to be addressed.
Item retention labels required
The DfE’s records management team needed longer-term plans to include retention labels and dictate how long content should be deleted or archived.
Proventeq's Solution
Migrating to a modern system
Our Migration Accelerator tool was used to execute a full-fidelity migration with an item-level audit trail. This ensured that all of DfE’s content was successfully migrated to SharePoint, which is user-friendly, scalable and cost-effective.
OCR conversion of scanned files
Scanned images in multi-page PDF files, handwritten, and typed document formats were transformed by extracting text from these images and enriching the metadata. This would eventually enhance file searchability.
Enhancing security
SharePoint's advanced security features were implemented to establish robust backup and disaster recovery procedures to protect against data loss. Before migration, Meridio's content was restructured to preserve data integrity.
Implementing retention policy
Our migration experts created clear retention policies, assigned appropriate retention labels to content, and automated the deletion or archiving of expired content.
The Results
Significant reduction in costs
Transitioning to SharePoint has removed the cost of licensing DfE's Meridio platform, saving them £1 million annually. Enhanced control over provisioning in SharePoint has reduced the costs for ongoing maintenance and long-term information infrastructure ownership.
Smarter content & accelerated search
SharePoint has given the DfE the power to consolidate content in a centralized online repository, which is easy to govern, manage, and
access. Documents previously stored as non-searchable files can easily
be searched.
Improved security & compliance
By implementing retention labels in SharePoint through intelligent automation, the department's content lifecycle will be managed securely. Additionally, this will mitigate the risk of content loss and help them meet compliance requirements.
Echo Meridio.
Philip Humphries,
Head of Knowledge & Information
Download this case study
This combination of consolidation, OCR text conversion, and intelligent
classification helps DfE users find the content they need to accelerate collaboration and meet the challenges of departmental responsibilities and administration.
Sign up for a free trial of Migration Accelerator now.