May 6, 2026
Beyond Lift-and-Shift: How to Actually Plan a Legacy Migration Replacing legacy systems with AI readiness, compliance, and data control built in
A practical migration planning guide for records managers, IT leaders, and compliance teams moving from legacy ECM, EDMS, or line-of-business systems. Covers deployment control, data residency, AI governance, metadata design, retention, access control, and cutover planning.
Migrating from a legacy system is no longer just a technical exercise — it’s a decision about information control. This guide covers the 16 planning areas that matter most for organizations moving to a modern EDMS, ECM, records management, contract, or case management platform: from deployment model and data residency to AI governance, metadata design, retention, access control, and cutover.
