From File Chaos to a Single Source of Truth
The Challenge
A 25-year-old document ecosystem holding the team back
An RIA firm had accumulated decades of documents across disconnected platforms including Laserfiche, shared file drives, and ShareFile. With no single source of truth, employees spent excessive time manually re-filing documents, reconciling duplicates, and bridging tools that were never designed to work together.
The result was technology fatigue, inconsistent processes, and a team spending more time managing their document workflows than serving clients.
- Duplicate files spread across multiple systems with no clear authoritative version
- Manual re-filing required between Laserfiche and other platforms
- ~340 redundant document types creating metadata confusion
- 25+ years of accumulated technical debt in folder structures and naming conventions
- Process adoption challenges and low confidence among staff
The Solution
A structured migration, not just a lift-and-shift
RooksDM executed a phased engagement covering discovery, data cleanup, architecture design, automation, governance, and post-migration stabilization.
The Result
One unified system, built to last
The firm now operates on a single, modern document platform that eliminates the manual overhead of their previous fragmented ecosystem.
