Case Study: 130 TB Enterprise Vault Migration In 3 Months!

    Executive Summary

    A North American energy company needed to migrate 130TB of Enterprise Vault data, including archives from terminated employees, to Microsoft 365 to avoid costly license renewals and modernize its infrastructure. The project presented significant challenges, including complex compliance requirements, tight deadlines, and the need to preserve accessibility and security for eDiscovery.

    Cloudficient delivered a comprehensive solution using EVComplete, which enabled customized workflows for different data types will ensuring compliance. The project achieved high migration speeds of 4 – 7 TB per day and completed within three months exceeding the client's expectations.

    The results included a modernized data environment, cost savings from avoiding license renewals, and seamless migration of active and terminated employee data — all with zero business disruption.

    Energy

    Industry

    N. America

    Region

    20,000

    # Employees

    < 3 Months

    Project Length

    130 

    # TB

    44,000

    # Archives

    The Challenges

    Renewal Costs

    The organization faced substantial costs associated with an upcoming renewal of its Enterprise Vault licensing, which created a strong incentive to act swiftly. 

    Enterprise Vault licenses often involve significant expenditures, especially for organizations with large data archives, and renewing them was not economically sustainable in this case. This impending financial obligation underscored the urgency of the migration project, as avoiding these costs required transitioning to a new storage solution within a limited timeframe. 

    By migrating from Enterprise Vault before the renewal date, the organization was able to reallocate those funds more strategically while ensuring continued data accessibility and compliance.

    Complexity 

    The migration involved more than simply transferring data; each archive required additional preparatory and post-migration steps, adding layers of complexity to the process.

    This included tasks such as data validation, compliance checks, removing shortcuts, and enabling licenses. For an enterprise of this scale, these steps could not be standardized due to the diversity of user types, retention requirements, and access permissions. 

    These complexities necessitated expertise and resources beyond what the internal team could provide within the tight project deadlines, prompting the need for external migration specialists to complete the project on schedule.

    evc workflow

    Sample Enterprise Vault Workflow to move data to Microsoft 365

    Terminated Employees

    A key challenge was the inclusion of data from terminated employees, which constituted over half of the total data volume to be migrated. As a regulated entity, the organization was legally required to retain these records for compliance and potential litigation purposes. 

    However, managing such data is complex, especially when it needs to be preserved in a way that ensures privacy, accessibility, and integrity. 

    Handling this data called for additional security protocols and careful categorization to prevent potential exposure and to differentiate it from active employee data, which further complicated the migration.

    Additional Requirements

    Beyond the pressing deadlines, the organization needed to ensure that all migrated data would remain accessible for eDiscovery and regulatory compliance purposes. 

    This demand for comprehensive eDiscovery compatibility required meticulous planning. The migration team had to ensure that the new solution could uphold these requirements without compromising performance or inflating costs. 

    This consideration was particularly challenging, as it involved balancing compliance with operational efficiency, underscoring the need for a solution that could scale and adapt to regulatory demands.

    KEY TAKEAWAY

    Need to perform additional steps as well as copying data? EVComplete has a comprehensive workflow orchestration engine which can automate many additional tasks, forming a solid end-to-end process.

    Cloudficient Solution

    Cloudficient implemented a comprehensive migration strategy using EVComplete, built on the ReMAD Platform.

    Proof of Concept

    To mitigate all up-front project risk, Cloudficient offered the organization a no-cost, no-commitment Proof of Concept (PoC) that allowed them to validate the entire migration workflow in a controlled, risk-free environment.

    This approach was designed to address any concerns the client had regarding the feasibility and efficiency of the migration process, demonstrating Cloudficient’s technology, process reliability, and alignment with the organization’s unique needs before any financial commitment was required.

    Always do a POC - Ad1

    The PoC enabled the client to assess the solution’s capability to handle their specific data complexities, security protocols, and regulatory requirements in real time, providing a critical layer of reassurance that the full migration would be seamless, secure, and compliant.

    This Proof of Concept also encompassed all additional steps the client required for a successful archive migration, ensuring that each archive met its standards before being counted as effectively migrated. These tasks included compliance validation, data integrity checks, and security verifications—steps that were essential for an organization of this size and complexity.

    By integrating these into the PoC, Cloudficient enabled the client to verify that each aspect of the migration aligned with their internal and external requirements, setting a robust foundation for the full-scale migration and building trust in the migration process without any initial financial outlay.

    EVComplete

    The workflow orchestration engine within EVComplete offered powerful flexibility by enabling the creation of customized workflows tailored to different groups of users, including terminated employees.

    This segmentation capability was essential for an organization of this scale, where user groups varied widely in terms of data retention requirements, and compliance obligations. By setting up distinct workflows, EVComplete allowed the organization to streamline the migration process, ensuring that each group’s specific needs were addressed in a structured, efficient manner.

    For terminated employees, whose data made up a significant portion of the total migration volume, a separate workflow was particularly valuable. This group required special handling to maintain compliance with regulatory standards and privacy policies, often requiring additional security measures and unique data retention protocols. The dedicated workflow not only facilitated seamless data migration for this group but also minimized the risk of errors, or accidental exposure.

    ReMAD 5

    This degree of tailored workflow management ensured that the entire migration process was both organized and secure, meeting the organization’s complex requirements with precision.

    Built on Cloudficient’s ReMAD Platform which leverages the latest in cloud native technology, the project sustained speeds of between 4-7 TB per day.

    Minimal Infrastructure

    By utilizing an Azure-based architecture to support the minimal infrastructure footprint required by EVComplete, the client was able to achieve an almost entirely cloud-based migration solution, significantly reducing the need for on-premise resources.

    This cloud-native approach streamlined the deployment process, eliminating much of the setup and maintenance traditionally associated with on-premise infrastructure. For an enterprise-level migration, this shift to Azure not only minimized hardware investments and associated costs but also provided a more scalable, flexible environment that could dynamically adapt to the varying needs of the migration workflow.

    Operating within Azure’s architecture also brought additional benefits, including enhanced security, built-in compliance features, and the ability to leverage advanced cloud-based tools and analytics throughout the migration. This setup allowed the client to focus more on the migration process itself rather than managing extensive on-premise servers, reducing both operational overhead and IT dependency. With Azure handling the infrastructure demands, the organization could confidently scale resources as needed, optimize performance, and keep its EVComplete footprint lean and efficient, reinforcing the project's cost-effectiveness and resilience.

    Results & Impact

    Key Results

       Exceeded client's timeline expectations
       Avoided legacy software renewal costs
      Maintained compliance requirements
       Successfully migrated active and terminated employee data
       Zero disruption to business operations

    Business Impact
       Eliminated legacy system costs
       Modernized their data architecture
       Maintained regulatory compliance
       Improved data accessibility
       Reduced IT infrastructure overhead

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