J. Sagar Associates (JSA)

With  over 1 million  content  items  spread across  a complex iManage  Worksite  deployment, combined  with  a  high volume  of  un-filed  documents  on  user’s  machines  due  to  the constraints  of  device-based iManage licensing;  JSA required a  content  services  platform which would effectively manage their daily needs while reducing costs and provisioning licensing across user devices. 

To achieve this,  JSA  nominated  to migrate from Worksite  to SharePoint Online and Microsoft Teams, this would provide the ease of management, content structure and total cost of ownership reductions required by the client. 

However, due to the nature of their business, a move from Worksite  to SharePoint Online  & Microsoft Teams would require a degree of customisation 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.

• iManage license was per device, so it was costly to provide multi-device licenses to partners, secretaries and attorneys. This compounded the total cost of ownership.
• Complex information architecture was required by JSA. This would allow effective organisation of client matters, ;personal workspaces and corporate functions.
• Navigation, Site Columns (Metadata), Site Content Types (Templates), Permissions need to be deployed once to all 25,000+ workspaces related site collections.
• Custom security requirements were needed to restrict content deletion along with applying unique security to JSA’s 25,000+ workspaces-related site collections.
• Automation required to support continuous governance for matters sites based on ERP system output. This would include applying template, unique properties and security to these matter sites.