Case Study: 55 TB Enterprise Vault Migration!

    Executive Summary

    This case study highlights the successful migration of 55TB of Enterprise Vault archive data from a North American non-profit hospital network to Microsoft 365 using Cloudficient's EVComplete solution. The hospital network faced challenges including the high cost of imminent Enterprise Vault renewals, the complexity of handling both active and terminated user data, and stringent security requirements under healthcare regulations like HIPAA.

    Cloudficient's tailored approach ensured a cost-effective, secure, and timely migration, making the project a notable success.

    Cloudficient’s EVComplete offered minimal hardware requirements, customizable workflows, and robust security measures ensuring uninterrupted access to critical data during the migration.

    The results of this project were outstanding: the hospital network eliminated ongoing costs of the legacy system, maintained regulatory compliance, and enhanced data security while avoiding disruptions to daily operations. 

    Healthcare

    Industry

    N. America

    Region

    8,300

    # Employees

    Very High

    Regulatory Needs

    55

    # TB

    10,000

    # Archives

    The Challenges

    Renewal Costs

    For a large non-profit hospital network, avoiding the costs associated with an impending Enterprise Vault support and licensing renewal was a significant priority. Enterprise Vault, while a powerful tool, comes with steep ongoing licensing fees and support costs that can escalate quickly, especially for an organization with extensive data storage needs. 

    The hospital network sought to alleviate these costs by transitioning away from Enterprise Vault before the renewal period. This decision not only allowed them to save on substantial yearly expenses but also enabled the organization to explore more modern and cost-effective data management solutions. 
    Migrating their data to a new platform ahead of the renewal helped mitigate financial strain and provided the opportunity to adopt a more streamlined, scalable, and secure data storage system that is better aligned with their long-term strategy.

    High Complexity & Tight Timeline 

    The scale, complexity, and urgency of this data migration placed it beyond the capacity of the hospital network’s internal IT resources. Enterprise Vault migrations involve significant technical challenges, particularly for a non-profit hospital network with strict data retention, access, and security requirements. 

    Undertaking this project internally would have required highly specialized skills in data migration and an in-depth understanding of both the legacy system and the target platform. Moreover, the hospital network had a limited window of time to complete the migration, which added additional pressure. 

    Attempting an in-house migration would have likely led to delays, and downtime, all of which could severely impact hospital operations. 
    Recognizing these risks, the hospital network decided to partner with Cloudficient knowing that we could handle the technical intricacies and ensure a smooth transition within the required timeframe.

    evc workflow

    Sample Enterprise Vault Workflow to move data to Microsoft 365

    Budgetary Requirements

    Budgetary constraints were a fundamental consideration for this non-profit hospital network. Unlike corporate entities, non-profits rely heavily on donations and grants, which means they have to carefully allocate funds to core operations, particularly patient care. 

    The cost of a large-scale data migration, if not managed carefully, could deplete resources that might otherwise go toward patient services or essential equipment. 

    This situation required finding a migration provider that could offer a high-quality solution within a strict budget. The hospital network needed a provider who understood the limitations of non-profit funding, offering flexible pricing or payment plans that ensured the project could be completed efficiently without financial strain. 

    Balancing cost with the technical needs of a complex migration presented a unique challenge that required creative solutions to meet both fiscal responsibility and operational needs.

    Solution Security

    Given the sensitive nature of healthcare data, security was of particularly high importance for this migration. Non-profit hospital networks, like their for-profit counterparts, are bound by stringent regulatory requirements such as HIPAA, which mandates the secure handling of patient information. 

    Any data migration project can carry inherent risks of data exposure, corruption, or loss; however, for a healthcare organization, these risks are amplified due to the confidential nature of patient records. 

    The hospital network needed a solution that guaranteed end-to-end encryption, robust data governance protocols, and strict access controls throughout the migration process. In addition, the organization had to ensure compliance with regional and federal healthcare data regulations, as well as maintain uninterrupted access to patient records and critical information during the transition. 

    Cloudficient showed this organization that we prioritize security while demonstrating our experience handling healthcare data. This was essential in preserving patient confidentiality and protecting the organization from potential legal repercussions and/or fines.

    KEY TAKEAWAY

    Flexibility and thoroughness are critical when it comes to our expert migration team performing your data migration to the best of their abilities. These help us meet aggressive timeframes that often surround data migration projects.

    Cloudficient Solution

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

    Proof of Concept

    While this client was offered a no-cost / no commitment Proof of Concept (PoC) they declined due to a more urgent need. Their Enterprise Vault and Microsoft Exchange environments both required immediate upgrades due to a ‘zero day’ vulnerability. Our service delivery team were happy to assist with this additional step and completed the task quickly.

    Impressive Capabilities

    EVComplete’s workflow orchestration engine provided powerful flexibility by allowing customized workflows for different user groups—including terminated employees—essential for an organization of this scale. With EVComplete, the organization could streamline migration for various groups, ensuring compliance and efficiency for each unique set of requirements.

    Handling terminated employee’s data separately ensured strict adherence to regulatory standards and privacy policies, adding an extra layer of security. This tailored approach made the migration process precise, organized, and fully compliant with the organization’s complex needs.

    Always do a POC - Ad1

    Minimal Hardware

    For a non-profit organization cost of hardware is obviously important. This client was pleased with the minimal hardware footprint of EVComplete, and even more pleased with the scalability and speed of migration. 

    Even provisioning additional hardware for a short period of time is sensitive for organizations where budgets are particularly strict. With both a minimal approach to hardware and a fully managed migration service, this project was seen as a great success in the eyes of the client.

    Aggressive Timeframe

    Due to the fast approaching Enterprise Vault contract renewal this client had tight project timescales. With the addition of needing to rectify the ‘zero day’ vulnerability this project still far exceeded the clients expectations in all areas. Working diligently on all aspects of the project allowed the customer and the Cloudficient team to streamline the workflows used in the migration and complete the project quickly in order to delight the customer.

    Results & Impact

    Key Results

       Exceeded client's timeline expectations
       Avoided legacy software renewal costs
      Maintained compliance requirements
       Addressed immediate concern of 'zero day' vulnerability in Microsoft software

    Business Impact

       Eliminated legacy system costs
       Maintained regulatory compliance
       Reduced IT infrastructure overhead, meaning money could be used elsewhere
       No disruption to day-to-day business operations

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