Navigating the Data Migration Maze
                     Navigate the Data 
Migration Maze:
eDiscovery Considerations 
and Best Practices
Before We Begin
This webinar will be recorded Submit your questions We will follow-up via email 
and made available to all anytime. We’ll do Q&A at the to questions we may not be 
participants. end of the presentation. able to cover today.
Navigate the Data Migration Maze 2
Meet the Panel
Esther Labindao Heather Mailman Matthew Gray
Director, Litigation Support Lead, Litigation 
eDiscovery & Client Specialist Services
Services
Ricoh Canada Ricoh Canada McInnes Cooper
Navigate the Data Migration Maze 3
Agenda • Importance of Database Migrations
• Migration Planning & eDiscovery 
Considerations
• Best Practices for Database Migration
• Q&A
Navigate the Data Migration Maze 4
Importance of Database Migrations
Old technology
Migrating from outdated technology that is no longer being updated.
New Workflows
Processes have changed that require utilization of features from 
other platforms such as Analytics.
Counsel Changes
Lawyer on file has moved firms and need to bring the case
Navigate the Data Migration Maze 5
Database Migration Planning
Defining 
migration 
objectives
Identifying 
Assessing 
potential risks
the current Determining 
landscape scope and 
timelines
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eDiscovery Considerations
Legal & Compliance
Considerations around Data Retention policies.
Data Integrity
Will my case stay “together”?
Data Security
Will users be able to access what they need 
and is the platform secure?
Minimizing loss and disruption
Consider when cases will be available and what 
will be maintained.
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Best Practices for Database Migrations
Develop a seamless Business Impact
strategy and plan Considerations of downtime, 
1 4 costs, time it takes for you 
Having a plan is key to a team to be comfortable in the 
successful transition. new platform, etc.
Identify roles and Testing and validation
2 responsibilities 5 Making sure that the data is 
Knowing who and what they formatted that works for the 
are responsible for. migration.
Understanding what Identifying the priority 
can be migrated matters
3 6
Different platforms dictate Prioritize cases to be migrated.
what is able to be 
transferred.
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Real World Examples
Databases per Month
Challenge 30 28
- Existing technology no longer being supported
- 300+ databases in existing technology 25 23
- Choosing the right technology for firms needs
20
Goals Mar
16 Apr
- Identify, prioritize and migrate databases 15 May
15 Jun
Jul
- Perform migration with minimal impact to business 12 Aug
- Onboard and train legal professionals
10
Results
- Gained insight on all matters and databases in current platform 5
- Migrated 95 Databases between mid-March to August 1
- All new matters managed in Casepoint 0 Total
Navigate the Data Migration Maze 2
Thank you!