Services

Health Check

Whether planning for an upgrade or migration, or just need to get a pulse of your iManage environment, a Health Check is a great way to avoid issues in the future. We report any critical issues, potential warnings and best practices, ensuring efficiency and security.

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Design

f you are new to iManage or need a refresh of your current design, our team has a deep knowledge and decades of experience to guide you through the process. Regardless of industry type, we can assist you to design a system that works for everyone, from everywhere.

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Migrate

Specialists in both on premises and cloud migrations, we can securely, efficiently and expeditiously migrate your data from your current environment, whether it is from an exisitng DMS or file share. We can upgrade your on premises environment before End of Life for classic clients.

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Support

We provide ongoing support to our customers, whether on premises or cloud. We also provide support for custom workflows, integrated systems, such as Accounting and Time & Billing, and can arrange training services to ensure your staff and administrators are always well informed.

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iManage imDBCheck

One of the preliminary health check tools we use is the iManage Database Checker. As iManage continues to develop this tool and add health check, data consistency and referential integrity checks, this tool will report critical errors, warnings and successful results. This tool will be a part of every health check, however the goal of this tool is to prepare an environment for a cloud migration. Not every reported issue is necessarily impactful, even for those planning for a cloud migration. Once the tool s installed and run, we will assist your staff to remediate any critical issues and guide you through al other reported issues to ensure you are fully aware of any impact a resolution may have on your envoronment.

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Mattricity Pulse

Along with iManage's imDBCheck tool, Mattricity has developed a series of health check queries and reports called Pulse. Our reports go beyond the imDBCheck's report as it reports metrics, growth patterns, aggregates, highlighting aspects of your DMS that works better than others. We also provide solutions for the reduction of legacy items, collapsing similar objects as a result of our reports. Our reports are used in legacy DMS systems, new implementations of iManage, upgrades, mergers, splits, and of course, cloud migrations.

I want to hear more!

Design

The Design Phase is not jsut for new customers, but for those who want to refresh their environments, incorporate new teams and requirements and those converting from another system. Each strategy has its own methodology and challenges. Here a few of the Design scenarios we often face.

File Shares

Many firms store their data in structured file shares, either as a network share or often utilizing OneDrive, SharePoint, or any other file share system. Often the files are structured in such a way that security can be granted to an entire file share, or users save their documents to their own personal folders. Regardless of how these file shares are structured, we can design a Work view that will ease collaboration while maintaining a secure environment.

Yes, the is us!

Legacy iManage

Remember Larry Johnson? If you do, then you have been a customer for quite a while or if you recognize any of the previous logos. iManage has been around for over twenty five years, and so have we! New trends have emerged with new versions, making some features less necessary. Perhaps it is time for a Matter Centric makeover! Just in time for the End of Life of the Classic clients or you are planning a migration.

Get me upgraded!

Conversion

If you are converting from another document mangement system or other structured environment, there is more to a migration than just moving data. There is a data mapping process that requires an understanding of how your firm currently organizes and categorizes its content, who has access to what and a vision of how that structure may change. We have extensive experience with other data structures and can migrate and advise your team to finalize its design.

Beam me up!

New Installation

Your firm is new to a document management system or there was no formal organization in your current file sharing system. The concept of categorizing your firm's content into "workspaces" is very foreign to you and no immediate buckets come to mind. Our Business Analysts can begin the conversation of a typical day in the life of a firm employee, an administrator and a fee earner, and gather information never considered pertinent. You are well on your way!

Newbie here!

Cloud Migration

Each migration is unique, from the data source to the firm organization.

New Installations

New installations are migrations to the iManage Cloud from environments that either never had a document management system or or importing from file or network shares. New installations can also be those starting from scratch, where all new files will be saved to the new Cloud environment. In all instances, a transitional staging environment is set up and configured. Data mapping is performed on the staging server, then when confirmed, synched to the iManange Cloud instance.

Legacy Migrations

Legacy migrations are those environments where an existing document management or similar systems where the documents and their related properties (author, classfication, date created and last modified, customer or client, etc.) exist in a structured database or proprietary system. In these environments, we will export both the document and its properties, then imported into a transitional staging iManage environment. Data mapping is performed on the on premised staging server. Once the staging environment is confirmed, it is then synched to the iManage Cloud.

Consolidate & Migrate

Often larger environments may contain more than a single source system, which can also be in multiple regions and may even be from disparate systems. In these cases, if the data will be migrated to a single Cloud region, the multiple sources are first consolidated into an on premises transitional staging iManage database. Data mapping, including document renumbering, is performed in the staging environment. Once the consolidated environment is confirmed on premises, it is then synched to a regional Cloud instance. It is also possible to target consolidations to multiple regions and Cloud data centers.

Split & Migrate

Although not as common, some firms may have gone through a consolidation, but now would like to break out their environment into target regional Cloud data centers. Here, we again will import into multiple on premises staging databases. Data mapping, including document renumber or negative offsetting occurs in the staging environment. Once the on premises databases are confirmed, they are individually synched to their respective iManage Cloud regional data centers.

On Premises Migration

We have been implementing iManage since its inception We aren't new to the game; we've always been here.

New Installations

Similar to new Cloud installs, new on premiises installations are migrations to the iManage from environments that either never had a document management system or or importing from file or network shares. New installations can also be those starting from scratch, where all new files will be saved to the new iManage environment. The new iManage environment is fully built out on premises and all system components are fully tested and operational prior to migrations.

Legacy Migrations

Customers who have implemented iManage years ago often would like to migrate their existing environment to a new virtual environment as well as rethink their current design. Upgrading offers a set of new features and a new user interface. Training is often required to bridge the gap for users, particularly if a migration of other desktop and email applications are also planned. And did you hear? Classic clients will reach end of life in 2023, so hurry and upgrade!

Consolidate & Migrate

Very often, firms would create separate databases per region or office, or to ensure security. With the popularity of Security Policy Manager and other ethical wall applications, as well as the increase in internet speeds, many firms decide that if they haven't done it by now, it is time to consolidate while they migrate or upgrade. Consolidation reduces overhead and ensures a common user experience.

Split & Migrate

Although not as common, some firms may have gone through a consolidation, but now would like to break out their environment into target environments. Often this is done on premises to separate archival data from active work product or if Records Management is also being introduced. In those cases, data can be migrated into separate databases. Data mapping may also include declaring archival data as records to ensure their fidelity.

Support

We offer Administrative and Help Desk Training for your support team. We also partner with Trainers to provide end user training and support.

Admin/Help Desk Training & Support

We offer technical training to administrative and help desk personnel. This training can include daily tasks, customized workflows, scrpts and tasks, as well as introduction to the new administrative user interface. We provide escalated support, and can open tickets on your behalf directly with vendors. We also ensure integration with source data, such as Accounting and Time & Billing Systems, as well as Records Management and other backend integrated systems.

End User Training & Support

We arrange ens user training, both remote and onsite. Training is often required for all system migrations and upgrades if the firm is on an earlier version of the client software. The trainer will collaborate with your firm to determine the best agenda and audience, as well as schedule. Our technical consultants also collaborate with the Trainer to review all settings, configurations and workflows to ensure proper messaging to your users are conveyed accurately.

Our Process

Regardless of your migration strategy, we follow the industry standard methodology of ETL - Extract, Transform and Load. Our ETL process includes the following:

DISCOVERY

Our team will conduct a full systems analysis and Health Check of your current system, report findings and identify any concerns early in the process to ensure a smooth migration.

DESIGN

We then begin the Design and Build process, which may include mapping old and new data elements and providing mockups of the new system prior to migrating any data.

MIGRATE

After receiving design and build approval, we begin the initial "baseline" migration, a full data load of all metadata, objects and data. A final migration occurs prior to Go Live.

SUPPORT

User Acceptance Testing is performed and and changes are made as needed. We provide continued monitoring and support post Go Live, ensuring proper knowledge transfer is complete.

About Us

With three decades of document management experience, Carmen De Jesus founded Mattricity in 2008. Mattricity provides subject matter expertise in electronic work product and records management. We are both Certified Partner and Reseller. "Cloud first" firms only specialize in cloud migrations, not having the knowledge or staff that actually builds and fully understands these components. Understanding the integration from the backend allows Mattricity to specialize in full life cycle management, from intake to records management, as well as workflow process improvement. Design, configure, advise, implement and maintain customized workspace-centric environments utilizing rapid deployment methodologies which incorporate industry proven best practices, whether on premises or cloud. We specialize in complex data migrations and conversions from structured and unstructured environments involving data analysis and mapping from diverse sources. Incorporate Accounting, Records, Time & Billing, Security and Reporting systems and integrate desktop and productivity applications with document management systems, including Office 365, Exchange Online, Workshare, etc. Mattricity offers technical training and train the trainer curriculum. Mattricity also trains engineers interested in the migration process and SQL specific to iManage database, altough skills are easily transferrable to any application.

CARMEN DE JESUS

Founder

iManage Migration & Support

Health Check

Design

Migrate

Support

Services

Health Check

Design

Migrate

Support

Health Check

iManage imDBCheck

Mattricity Pulse

Litera Prosperoware Health Check

Design

The Design Phase is not jsut for new customers, but for those who want to refresh their environments, incorporate new teams and requirements and those converting from another system. Each strategy has its own methodology and challenges. Here a few of the Design scenarios we often face.

File Shares

Legacy iManage

Conversion

New Installation

Migrate

Cloud Migration

Each migration is unique, from the data source to the firm organization.

New Installations

Legacy Migrations

Consolidate & Migrate

Split & Migrate

On Premises Migration

We have been implementing iManage since its inception We aren't new to the game; we've always been here.

New Installations

Legacy Migrations

Consolidate & Migrate

Split & Migrate

Support

We offer Administrative and Help Desk Training for your support team. We also partner with Trainers to provide end user training and support.

Admin/Help Desk Training & Support

End User Training & Support

Our Process

Regardless of your migration strategy, we follow the industry standard methodology of ETL - Extract, Transform and Load. Our ETL process includes the following:

DISCOVERY

DESIGN

MIGRATE

SUPPORT

Our Partners

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About Us