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Project tips | Words to Work by

Here are some project best practices refined over years of technology consulting. Don’t weasel into lateness. Reduce risk by separating efforts. Offer a proposal not uninformed speculation. Don’t...

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Migrating Content to a DMS – Best Practices

There are many reasons to move content from a legacy system into a central Document Management System. Establish a single ‘search’ or point of access. Decommission obsolete servers. Rationalize Records...

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Requirements Best Practices – Content Migration Series

Any large content migration can drag you into almost endless complexity – keeping up with conflicting and rapidly-changing requests and trying to make progress efficiently according to schedule. Here...

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Environment baseline – Content Migration best practices

An Environment Baseline is the analysis and data collection effort that describes the existing content. The baseline defines the starting context for the content migration.  Any content repository...

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Import Requirements guidelines – Content Migration Series

Because Content Migration to a Document Management system usually involves a blizzard of details, it’s important to set your targets firmly and keep on track to producing usable requirements. An...

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Import design patterns – Content Migration best practices

Choosing a simple, complete set of patterns: the meat-and-potatoes of a content migration analysis.  How do you take the ‘raw’ content on a network drive, and move it into a document management system...

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Development – The Four Commandments (Content Migration Series)

Here are my recommended truisms for IT development tasks, particularly in the context of Content Migration. Document new design assumptions. Question stupid approaches. Validate deployment approach...

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Designing large-scale conversions – Content Migration Series

Here are our four top laws-to-live-by for designing any large-scale data conversion or content migration: Develop Specifications. Design for subset runs. Know how to roll back. Report errors early,...

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Test Planning – Content Migration Series

Test strategies for error detection: Use end-to-end release test scenarios. Test all aspects of the imported solution. User testing for business data issues. Burn-in testing. Numeric tests Use numeric...

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Release Testing – Content Migration series

Adapt your testing Look for families of bugs Is the fix worth the risk? Adapt your testing Revise the thoroughness of testing up or down depending on the actual quality being delivered. If every...

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