Peer to Peer Magazine

48 PEER TO PEER: THE QUARTERLY MAGAZINE OF ILTA | SUMMER 2018 Challenges The original document management system for Burford was NetDocuments. Due to specialized needs and acquisitions, employees were also utilizing other systems to store content, such as Dropbox, Box, and SharePoint. Users had become accustomed to complex folder designs of highly customized nesting structures within their NetDocuments workspaces. Use of document types was limited. Users ignored the need to profile each time upon saving, so a large portion of the document collection was simply labeled as "miscellaneous," making it critical to maintain these folder structures when moving content to iManage. While NetDocuments had served Burford well in its early years, Burford's tremendous growth and increased scale required a more robust document management system. Features Burford was seeking included automated workspace creation using standard folder templates, syncing of workspace metadata from a Salesforce database, beer integration with Office products (especially Outlook for saving emails and sending aachments), more powerful and precise searching in multiple languages, full compatibility with all document types, beer performance, integrated OCR capabilities, beer file-sharing capabilities, security with business continuity planning and disaster recovery and high quality mobile access. To make the most of migrating to a new platform, Chief Process & Innovation Officer (CPIO) Leah Guggenheimer and Chief Technology Officer Ed Thieberger believed a major simplification, standardization and reorganization of the firm's document collections and processes was in order. Content needed beer organization and more consistent structure across workspaces in order to enable more efficient access by team members to any workspace across Burford's global footprint as well as to conform with information governance initiatives. The solution entailed creating multiple standard templates, Burford Capital, founded in 2009, is a leading global finance and investment management firm focused on law. Its businesses include litigation finance and risk management, asset recovery and a wide range of legal finance and advisory activities. Burford is publicly traded on the London Stock Exchange and it works with law firms and clients around the world from its principal offices in New York, London, Chicago and Singapore. Burford Capital Leverages SeeUnity's Velocity Content Migration with Successful Cloud-to-Cloud Move one for each "flavor" of business use and then migrating all content, preserved in the original nested folder structures so that documents could be easily refiled into their new standard locations on the iManage platform. Timing was a factor for the firm. Content needed to be migrated on a schedule with some level of certainty to maintain deadlines. In addition, Burford did not want the pressure of an "over the weekend" migration, but wanted to be able to migrate slowly, keeping the databases in sync as needed during the process. Solution With multiple document storage solutions already in place, Burford had sufficient experience to assess what they wanted in a new system. Aer an extensive search comparing multiple products, iManage was chosen as the platform with the best overall fit for Burford's needs. While the cloud-based iManage Work 10 is early along the maturity curve, it fit in with Burford's larger technology design and cloud-based platforms, including Azure Active Directory, Salesforce, Office365, dual authentication and single sign on. Duff & Phelps was brought in to deploy the project. Prosperoware's Maer File Transfer tool had at first been considered for the migration, but it did not meet all of the requirements to successfully move such customized content. SeeUnity's Velocity Content Migration product was suggested as a solution, as it is the only migration tool available that can handle a NetDocuments cloud to iManage Cloud migration and move the existing workspace content over with the preserved folder structures Burford required. Benefits Migrations vary from customer to customer and can be quite an arduous process without the right solution. SeeUnity's Velocity Content Migration leverages iManage libraries at the application programming interface level, allowing content to be moved directly from on-premise or cloud systems to iManage on- premise or the iManage Cloud, bypassing extra steps normally required to get there. The Velocity product is a comprehensive solution with a wide range of features that address the whole migration and can be easily configured to preserve the custom workspace's structure and content from NetDocuments and bring it over to pre-created iManage workspaces, matching case ID and inserting the associated folders and documents into the correct new workspace. Other migration tools are not sophisticated enough to move content with this amount of detail and accuracy. P2P EXTRAS Burford Capital Leverages SeeUnity's Velocity Content Migration with Successful Cloud-to-Cloud Move

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