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Document Management Legacy & Greenfield September 29, 2008

Posted by Julian Bradder in call centre document creation, canada document management, customer communications, customer relationship management.
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Few document management projects enjoy a pure greenfield environment. A legacy project environemnt is the norm.

Legacy brings with it extra complications. Likely, documents are already beng generated, sometimes across multiple systems. This may mean more than one print stream type, data feed and may also bring scheduling issues with it as well.

The decisions that have to be made include:

1. Do we want a lights off scenario for legacy document creation?

2. What are the barriers to migrating to a new platform?

3. Is it possible to migrate all applications across to the new platform?

4. Is there advantage in using print stream manipulation technology to leverage existing applications.

5. Will the legacy documents meet business criteria for a new wave of customer relationship oriented documents?

6. What is our strategy for bring new documents into play – big hitters first or start small and prove the point?

7. Can document output be reduced from generating smarter customer facing documents?

8. Will our inserting and printing platforms enable the new initiative?

In initiating a new document creation project, there is much to be considered. More soon on this subject.

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