The steps to chaos management success
Building Taxonomy & Business Analysis
To begin developing a road map for the IBM FileNet implementation and migration, the project team conducted interviews with different LaDOTD groups, gathering requirements and suggestions directly from end users.
Based on those initial conversations, it was clear that the new system needed better document scanning/import management, improved classification scheme management, an advanced search and retrieval process, and more. The project team also sourced the information needed to start building out each group’s taxonomy, metadata, and search templates.
Migrating Content & Creating a User-Friendly System
After a few roadblocks (like a global pandemic and a major hurricane), the Access Sciences team developed a custom migration tool to make the content migration more efficient. And since the original tool required additional licensing and custom fixes, the custom tool saved the agency both time and money.
Once the project team finished migrating content to its new IBM FileNet repository, they decommissioned the old system and started to construct the user interface with IBM Content Navigator. The new site provided a modern, user-friendly experience with single sign-on and customizable desktop capabilities.
End-user engagement ramped up during testing as the project team set up two ways to test out the new system. LaDOTD employees could assess the new system at their personal workstations at their own pace for a week, or they could visit a hands-on test location to try it out.
Training was also tailored to different employees’ preferences. Some sessions were done virtually, some were in small groups, and some accommodated larger groups. Regardless of the method, all training sessions were tailored to the attendees with search examples they would use regularly in their own operations.
Overall, LaDOTD’s new enterprise content management system was well-received by end users. The project team hosted an IBM FileNet Go-Live Kickoff Event, and more than 160 employees attended in person. Other major successes from the project include:
- 4,760 LaDOTD users granted access to FileNet
- 4 million documents migrated from IBM Content Manager
- 98% data validation
- 118 DOCS forms in production
- 121 new taxonomies for item types
- 7 FileNet ICN servers supported for LaDOTD
- 5 Kofax and DOCS forms servers supported for LaDOTD
The agency not only gained a new, modernized system, but it also achieved alignment with OTS initiatives. Now, the project team’s road map and lessons learned can provide insight for all future Louisiana agencies looking to onboard and migrate to their own new enterprise document management system.