Investment Management Company - EV to Office 365 Migration
Project Details

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Customer Sector
Finance - Investment Management -
Environment
55TB of legacy EV mailbox data -
Products/Solutions
TrueSwift Migration Factory™ -
Services Delivered
Fully managed legacy archive email migration
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Requirement
The client had previously conducted a migration from on-premise Exchange to Exchange Online. Enterprise Vault (EV) had previously been used to archive Exchange mailboxes and the platform contained approximately 55TB of legacy archived emails. For increased user transparency and to reduce overhead costs, TrueSwift was engaged to migrate the EV data into Office 365, securely and efficiently. Upon completion, the legacy EV environment could be safely decommissioned.
Key Challenges
The EV archive contained emails relating to both current users as well as legacy data for those who had left the organisation. There was a specific requirement for live users’ data to be migrated to the new email platform for seamless end-user access. Options were presented to handle data associated with 'leavers' to ensure all data retention policies were adhered to.
As a member of a highly regulated industry, stringent demands meant that all data processing had to be secure and audited with full 'Chain of Custody'. Any legacy email content that was unable to be migrated for any reason, needed to be flagged and reported.
The Solution
The use of the TrueSwift Migration Factory™ (TMF) solution was contracted which addressed all of the client’s needs.
The fully managed solution facilitated the swift and efficient migration of data from the EV source platform to the client's O365 environment.
EV data for live users was directly transferred via fast, dedicated network links to Exchange Online with automatic auditing and logging. Legacy data relating to non-live users was extracted into a standard ‘open’ format that could be later accessed on demand by the client.
About The Engagement
The project was run over 3 phases including
- Live user archive pilot
- Production live users and
- Non-live legacy archives
The production migration to Office 365 was carried out in batches of users, supplied to us by the client at regular intervals. This enabled the controlled rollout of end user communications.
For EV archives associated with non-live users, data was efficiently extracted and stored in a recognised ‘open’ format which allowed the client to retain the data in an easily accessible manner - on demand and in accordance with their internal data retention policies.
TrueSwift managed the migration 24/7 to ensure the quickest migration throughput and reduced project timeframe. Throughout the engagement, weekly calls were held to keep the client up to date with progress and to discuss any issues (including migration failures). Weekly reports were also generated, providing detailed insight into performance and other throughput metrics.
Benefits
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TrueSwift delivered a plan to achieve the migration of over 55TB of archived data from EV to a combination of Office 365 and an 'open' format, depending on the status of the EV archive owner. Expert knowledge of this type of project enabled their objectives to be met in a timely and cost effective manner.
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The customer received a flexible approach to the migration that fitted in with the demands of their day-to-day working.
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Migrating the required data from their Enterprise Vault environment facilitated the decommission of the EV mailbox archive environment.
About TrueSwift
TrueSwift - Data Management Experts
TrueSwift delivers expert Information and Data Management solutions.
As independent specialists, we focus on
- Archived Data Migration
- PST Discovery and Migration
- eDisclosure Services and Solutions
Our clients, whether a FTSE 100 blue chip or local SME, leverage the significant experience we have in delivering complex data solutions in these areas since 1999.
We are FSQS accredited to demonstrate our commitment to the financial sector and our compliance with regulatory requirements and industry standards.







