See You in Madrid: Let’s Talk Transformation at Veeva Summit

See You in Madrid: Let’s Talk Transformation at Veeva Summit

Accelerating Your Veeva Journey

As life sciences organizations prepare to attend the Veeva R&D and Quality Summit in Madrid, one key theme continues to emerge: How can we fully harness the power of Veeva to support digital transformation and long-term growth?

Throughout Summit, industry leaders will explore how to plan, integrate, and sustain the Veeva platform within modern digital ecosystems. With its unified suite of applications, Veeva is the strategic hub for regulated content and data, designed to improve collaboration, compliance, and speed to market. But, the true value of the Veeva ecosystem is only realized when the data it holds is accurate, complete, and usable.

Data Integrity as the Cornerstone of Transformation
Whether you’re implementing a single Veeva application or expanding across the full suite, your ability to unlock Veeva’s value is directly tied to the quality and integrity of the data that feeds it. That means your migration must be more than just technically correct: it must be strategically aligned, intelligently designed, and executed with deep awareness of the life sciences regulatory environment.

The reality? Migrating from legacy systems is a complex, high-stakes endeavor. From fragmented repositories and inconsistent metadata to GxP compliance and validation requirements, every project comes with its own risks. Your long-term success on the Veeva platform depends on how those challenges are handled from the start.

fme at Veeva Summit: Proven Migration Leadership

We’re not just speaking about possibilities: we’re bringing results. As a Gold Sponsor, fme is proud to share real-world lessons from the field: how we’ve solved challenges, mitigated risks, and delivered success under pressure for the most demanding Vault programs in the industry.

With decades of experience and deep domain expertise, fme is the go-to partner for large-scale (and we mean very large), highly regulated Veeva migrations. We’ve supported clients with aggressive timelines, global scopes, and zero room for error, and we’ve done it with precision, strategy, and trust.

Transform with Confidence: The fme Veeva Migration Advantage
We know that no two organizations are alike, and neither are their migrations. While we bring a proven, field-tested methodology, we tailor every engagement to your business, technical, and regulatory needs. From full-scale global deployments to phased rollouts, we adapt to your size, timeline, and complexity, whether migrating thousands or millions of documents.

Our comprehensive, full-lifecycle migration services are grounded in close collaboration and built to ensure a smooth, compliant experience. We begin with a thorough assessment of your current systems and data to identify complexities and data quality issues early, allowing us to craft a customized plan that aligns with your business and ensures readiness for the Veeva ecosystem.

And our support doesn’t end at go-live. Many of our clients continue to work with us through post-migration services that ensure long-term success:

  • TechOps Support℠ provides ongoing operational oversight to keep your Veeva environment running smoothly.
  • HealthCheckAssist™ offers post-deployment optimization, ensuring your system performs at peak efficiency as business needs evolve.

With fme, you gain a strategic partner committed to long-term success, not just a transactional migration vendor.

Trusted Expertise. Intelligent Accelerators.

To deliver at the scale and speed today’s life sciences leaders require, fme pairs expert consulting with AI-powered tools and certified accelerators that derisk, streamline, and future-proof your migration.

MetadataAssist™, uses automation and AI to streamline metadata analysis, enrichment, and mapping, significantly reducing manual effort and accelerating the preparation of high-quality metadata ahead of migration. This ensures that your Veeva environment is not only populated with the right data, but with data that’s clean, consistent, and aligned with your business logic.

Complementing this is migration-center®, fme’s Veeva-product-certified migration accelerator, purpose-built to simplify even the most complex, large-scale content migrations. Supporting over 250 source-to-target combinations, migration-center® handles the extraction, transformation, and loading (ETL) of data from legacy systems, databases, file shares, and cloud platforms. The result is accurate, structured, and compliant data that supports your teams immediately upon deployment into Veeva.

Why fme? Trusted Partner. Recognized Results.

Migrating to Veeva is more than a basic technical project: it’s a strategic move that sets the foundation for your future in regulated content and data management. With fme by your side, you’re backed by decades of life sciences experience, a tailored and proven methodology, and powerful accelerators like migration-center® and MetadataAssist™ that bring clarity, speed, and confidence to even the most complex migrations.

We’ve delivered for the world’s largest life sciences organizations and we’re ready to do the same for you.

Let’s Move Forward, Together!

Ready to explore your path to Veeva?
Download our Veeva capabilities overview below to learn more about our services, tools, and client success stories. Then, we’ll schedule a discovery meeting where we’ll discuss your current environment (or environments) and walk through the next steps for accelerating your Veeva transformation.

Not Attending Veeva Summit? Let’s Still Connect.

Can’t make it to Madrid this year? We’ll be happy to share our key takeaways from the event, review the latest Veeva updates, and discuss how fme can support your short- and long-term goals: on your timeline, and on your terms.

Is Your Veeva RIM System Falling Behind?

Is Your Veeva RIM System Falling Behind?

You invested in Veeva RIM to stay ahead—so why does it feel like you’re always catching up?

With three major product releases each year, Veeva RIM evolves constantly. While this pace of innovation is exciting, it also places a heavy burden on your internal teams to keep up. New configurable features are introduced regularly—some automatically turned on—and organizations often fall behind in implementing them. This not only limits your system’s value but introduces risk, inefficiency, and frustration across your regulatory operations.

fme’s HealthCheckAssist℠ is designed to help you take back control. Our service identifies exactly where your configuration, data, documents, and security model are falling behind—and gives you a roadmap to catch up fast.

Are You Seeing These Warning Signs?

Many teams using Veeva RIM experience one or more of these problems:

  • You aren’t sure which features are active—or if they’re being used
  • Your metadata is inconsistent and hard to report on
  • Your security model is slowing down access or creating user friction
  • You’re relying too heavily on workarounds
  • You’re preparing for a regulatory inspection and unsure if your system is truly compliant
  • Your team complains that “Vault doesn’t work” when the issue is configuration, not capability
  • Modern Platforms Evolve—Has Your Configuration Kept Up?

Veeva’s model of three releases a year is a leap forward compared to static, on-prem systems. But it comes with a new kind of pressure. Features are released with little warning, configurable settings change, and legacy configurations may block you from taking advantage of what’s new. Worse, these changes may seem small—but they can add up to missed functionality and diminished ROI.

Veeva RIM has the power to drive incredible efficiency—but only if it’s aligned with your business process and organizational maturity. HealthCheckAssist ensures you’re not missing out on what you’ve already paid for.

Is Your Security Model Getting in the Way?

One of the most common signs that your system is falling behind is when security becomes more of a roadblock than a safeguard. We often find clients with hyper-granular access models, overly complex user roles, or workflows that frustrate rather than empower.

This complexity leads to increased admin time, slow issue resolution, and poor user adoption. HealthCheckAssist helps you identify where to redesign your security to strike the right balance: protecting your data while enabling your teams to work.

What HealthCheckAssist Delivers

HealthCheckAssist is a structured, low-burden assessment that gives you clear, actionable insights into how your Veeva RIM environment is being used and how to fix what’s broken or outdated. We don’t just point out what’s wrong. We give you a strategic plan that outlines exactly how to get your system back in shape.

Our assessment includes:

  • Stakeholder and user interviews to capture frustrations and goals
  • Review of feature usage (or under-usage) across key objects like Events, Objectives, HA interactions, and more
  • Data and document quality evaluation, including naming consistency and metadata completeness
  • Security model analysis, including role design and permission complexity
  • Training and documentation assessment to identify gaps in user enablement
  • Turn Regulatory Change Into Strategic Advantage

One of the most overlooked challenges in Veeva is staying release-ready. With HealthCheckAssist, we help you anticipate upcoming platform changes, leverage features that enhance productivity, and avoid the trap of always being in ‘reactive mode.’ You’ll no longer be left wondering, “What did we miss in the last release?” Instead, you’ll be confident that your system is future-proof.

Bonus: Supercharge Your Admins with dqMan

As part of every HealthCheckAssist engagement, we include a 1-year license of dqMan—our advanced Veeva query and metadata tool. dqMan empowers your admins to run fast, deep queries across Veeva Vaults, edit metadata in bulk, and troubleshoot with precision. It’s an ideal complement to your internal support model and a powerful tool to accelerate cleanup and optimization. 

fme developed dqMan to provide a professional administration tool designed to boost productivity and maximize your efficiency as a Veeva Vault expert. Carefully crafted on the robust dqMan platform, this tool reveals the true power of the VQL (Vault Query Language) and MDL (Metadata Definition Language). It provides users with exclusive capabilities and a broad feature set while enhancing user accessibility and streamlining operations alongside the comprehensive functionalities offered by Veeva Vault Admin. Seamlessly installable on any Windows machine, our enterprise-grade software solution boasts an intuitive user interface, delivering a great user experience.

Say goodbye to manual, time-consuming tasks and focus on what truly matters—efficiently managing your Veeva Vault applications.

HealthCheckAssist Delivers Results

  • Faster access to information and higher user satisfaction
  • Streamlined, compliant security model that scales
  • Increased feature adoption and configuration alignment
  • Strategic roadmap to unlock platform value
  • Enhanced document and metadata quality
  • Improved readiness for inspection or global rollout

Let’s Catch You Up—And Keep You Ahead

Don’t let your Veeva RIM system fall behind just when you need it most. fme’s HealthCheckAssist gives you a clear, fast, and effective way to assess, align, and accelerate your Veeva RIM configuration.

Download the HealthCheckAssist datasheet below and contact us today to get started—and start using everything your system has to offer.

Unlock the Power of Generis CARA for Quality — With fme as Your Proven Migration Partner

Unlock the Power of Generis CARA for Quality — With fme as Your Proven Migration Partner

The life sciences industry is redefining what quality means in the digital era. No longer confined to siloed workflows or paper-era processes, modern quality management demands real-time insights, cross-functional alignment, and seamless integration across systems.

That’s why more organizations are choosing Generis CARA, a next-generation platform built not only to modernize quality operations, but to align them with broader regulatory, clinical, and enterprise goals. But reaching that vision takes more than selecting the right platform: it requires executing a migration strategy that ensures business continuity, compliance, and long-term value from effective data usability.

This is where fme delivers.

Why Generis CARA is Gaining Momentum

Generis CARA is rapidly becoming the platform of choice for forward-looking life sciences organizations that need more than just incremental improvements to their quality systems. What makes CARA stand out is its metadata-driven architecture, which enables intelligent workflows, dynamic configurations, and true cross-functional collaboration.

CARA brings quality, regulatory, safety, and clinical processes together in a truly single, harmonized environment, eliminating the inefficiencies of disconnected systems that require manual connectivity and redundant data. The platform’s modern UX, personalized dashboards, and responsive design enhance adoption and usability, while deployment flexibility (including public cloud, private cloud, or on-premise) supports a wide range of IT and compliance strategies.

With built-in interoperability and open APIs, CARA integrates naturally with ERP, LIMS, PLM, and other enterprise systems, helping quality become a connected, agile function across the business. Those who know me, know this is a major sticking point for me – stop duplicating your master data in your QMS when you can integrate with your ERP, please!

Proven Experience with Generis CARA Migrations

fme doesn’t just understand quality systems: we understand how to move them. We are actively supporting some of the world’s most complex and highly regulated organizations as they migrate to Generis CARA today. That firsthand experience gives us a deep understanding of the platform’s architecture, its data model, and the transformation steps required to get from legacy to next-gen, all without compromising compliance.

We combine that expertise with migration-center®, our purpose-built migration platform that enables large-scale data and document migrations with precision and traceability. From structured metadata to unstructured legacy documents, we help organizations classify, map, transform, and verify every record so what arrives in CARA is not only compliant, but clean, usable, and aligned with your business goals.

Our work isn’t theoretical. It’s happening now and delivering measurable value to companies modernizing their global landscapes with CARA.

What fme Brings to the Table

Making the move to a new QMS platform is a high-stakes endeavor. fme brings the tools, expertise, and industry knowledge to ensure that the migration isn’t just successful, it’s designed in line with your organization’s strategic goals. That means not only preserving compliance and continuity, but also structuring your data to support future innovation.

Whether you’re building a foundation for AI-driven quality insights, enabling advanced trend analysis, or preparing for greater integration across enterprise systems, we ensure your migration delivers usable, intelligent, and value-rich data that is ready to power what’s next. Here’s what you can count on fme for:

  • End-to-end CARA migration services, from legacy system analysis with our Migration Readiness Evaluation and Data Quality Assessment offerings to migration execution to legacy system decommissioning and archiving
  • Accelerated execution through reusable templates, automation frameworks, and proven methodologies from hands-on migrations into CARA
  • Change-aware transformation, built to preserve compliance history and improve future usability

We don’t just move data, we move the right data, in the right format, with the right controls to support your next-generation quality operations.

The Right Platform. The Right Partner.

Generis CARA is changing the way quality systems work. fme ensures you get there the right way: confidently, compliantly, and with a migration strategy designed to deliver value from day one.

Let’s talk about your path to Generis CARA. Download the datasheet below to learn more about fme’s capability with the Generis CARA platform, and request a personalized discovery discussion.

Maximize the ROI of Your OpenText Documentum Investments

Maximize the ROI of Your OpenText Documentum Investments

For years, OpenText’s Documentum has been gold standard for content management in the most complex industries like Life Sciences, Finance, Energy and more. Their newest solutions and AI-driven capabilities continue to push the industry forward, providing an ever-expanding catalog of tools that are proven successful in the most demanding environments. This legacy of success is a benefit to long-time OpenText customers, but it also comes with challenges.

 

Here are a few of comments we hear from our OpenText clients:

Benefits

Challenges

OpenText provides established and stable technology that reliably delivers our content management needs. Groundbreaking at the time, the most stable and effective solutions were designed for requirements and accessibility demands in a very different global technology landscape.
Our workflows and processes have been developed, tested, and proven to serve our business requirements. As technology and user expectations evolved, legacy solutions often fall behind in ease of use and user experience.
OpenText has a full suite of products to serve the varied requirements of the departments within our business. More clients are taking a best-of-breed approach, and struggle to integrate new best-in-class solutions with legacy systems.
OpenText professional services have in-depth knowledge of their solutions and provide support as we need it. Integrated systems require knowledge of all sides of a technical integration; we need experts with experience connecting solutions from multiple vendors.
Our OpenText solutions do exactly what we need them to do, and those needs have not changed. Evolving software can deprecate critical functionality, requiring complex analysis and re-work to align with upgrades. Maintenance fees for legacy solutions keeps increasing while in other places completely disappearing as older versions are being sunsetted.
OpenText continues to release new products that both compliment what we have and also bring value to new areas. New products and their associated pricing tiers can require new license structures that increase costs.
Our internal IT and Operations support team is fully versed in every aspect of our OpenText environment and can quickly address any issues. Skilled IT and Operations staff are in high demand. It can be difficult to maintain a knowledgeable team as they progress in their individual careers and expand their skills with newer solutions.
All of our data requirements – file formats, data structures, metadata structures, directory structures – have been used, verified and validated. We know where everything should be. Through mergers and acquisitions, workflow changes, new business opportunities and more, we have several repositories of data that don’t quite match existing structures. Some data is isolated in disconnected silos.
All the data, documents and metadata we have ever created in the 20 years of our firm is stored and accessible. Costs of storing and maintaining unused legacy data can quickly cost more than its inherent value, and bog down queries and processes that only need current information.
OpenText has announced many new AI features that we plan to get the most advantage from in the next few years. Initial analysis shows that our data and content isn’t in the optimal format to empower AI capabilities, and if not fixed, could expose us to substantial risks.

How fme Maximizes the ROI of OpenText Investments

fme has served OpenText clients around the globe for 25 years, and we understand the challenges of building and maintaining a complex and highly regulated content management environment. There are a wide range of considerations that must be continually balanced: license costs, maintenance requirements, support teams, integrations, functionality, evolving regulatory requirements, shifting business goals and more. We pride ourselves on delivering comprehensive solutions that accomplish our client’s unique business goals, and helping them minimize their total cost of ownership (TCO) while maximizing their return on their software investment (ROI).

With each client, we collaborate through our proven analysis and delivery methodologies to provide the most effective combination of services:

  • Streamlining and Optimization – Workflows and processes evolve over time as businesses grow and requirements change. Aligning legacy systems with current workflows can save substantial time and money.
  • Data Classification and Re-Integration – Data is stagnant, but business and processes evolve constantly, causing disconnects between what was stored then and how it’s stored now. Mergers, acquisitions and divestitures can introduce additional data with different formats. We can classify and verify all your data, update necessary fields and metadata, and re-integrate information that was lost in disconnected silos.
  • Storage and Maintenance – As solutions move to cloud services, data storage is once again becoming an expensive challenge. fme can help you analyze and evaluate your data, identify what needs to be actively available and what can be moved to lower cost options, and archive information that is rarely needed.
  • Upgrades and Application Support – Upgrades can provide new features and capabilities, but they can also break (and even reveal) existing customizations that are critical to business workflows. fme’s experts can help you determine the benefits and conflicts in an upgrade package, and determine the most effective way to upgrade with the least effort and disruption.
  • Migration to Newest Solutions – No software will last forever, and there will be times the most cost-effective approach is to move to the newest platform. Whether staying within the OpenText family or moving in a new direction entirely, fme can help determine the best path forward that aligns with your technology needs, timeline, and budget.

Work with fme to Maximize Your OpenText Landscape

Are you looking for ways to improve your ROI across the multiple departments that rely on your OpenText solutions? Talk to us. It absolutely pays to engage the right partner with experience in complex regulatory data, your source platform and any required archiving steps, workflows of data-dependent business processes, integration between platforms in a modern IT environment, and of course the current best-practices and strategies to get the most from the OpenText IT landscape.

We provide:

  • An experienced team: We have been the premier solution provider in highly regulated industries for 25 years, serving the largest pharmaceutical, manufacturing and finance firms on the globe. We understand the challenges and possibilities that drive your success.
  • ECM solution knowledge: We have been certified and recommended partners with the most effective ECM solution platforms throughout the last 25 years: Veeva, OpenText, Generis, Alfresco, SharePoint, IBM Filenet and more. We know the possibilities, best practices, and pitfalls of each one, and how to maximize your system ROI.
  • Business process experience: We’ve worked with hundreds of clients in a wide range of industries. We understand your business processes, and cross-industry best practices that will help you achieve your goals.
  • End-to-end solutions: Our team can take you from beginning to end on any project, analyzing your business processes, classifying your data and documents, planning and building your new platform, migrating and validating everything with minimal downtime.
  • An ROI and future-proof approach: You need a solution that provides both short- and long-term ROI. We deliver solutions that meet today’s needs and lay a flexible foundation so you can meet tomorrow’s expected and unexpected changes.

Download details below, and contact us to talk with our OpenText experts. We look forward to working together to maximize the ROI and minimize the TCO of your OpenText solutions.

Moving Beyond Legacy: How fme Delivers a Proven Path to Veeva Vault Quality

Moving Beyond Legacy: How fme Delivers a Proven Path to Veeva Vault Quality

Quality is the foundation of everything in life sciences—it ensures product safety, regulatory compliance, and ultimately, patient well-being. Yet, many companies are still relying on legacy QMS platforms built for a different era. These systems require extensive maintenance, outdated infrastructure, and manual workarounds, creating silos that limit real-time insights and slow down quality processes. Instead of enabling proactive quality management, they introduce operational inefficiencies and compliance risks. As regulatory expectations evolve, the industry is shifting toward connected, digital quality ecosystems—where agility, compliance, and informed decision-making are no longer optional but essential.

Why Veeva Vault Quality?

Veeva Vault Quality provides a modern, scalable solution that eliminates fragmented systems and manual handoffs, ensuring end-to-end quality management. From document control and training to deviations, CAPAs, change control, audits, and supplier quality, Veeva offers seamless traceability across all quality processes, helping life sciences companies accelerate product development and manufacturing while maintaining compliance. But choosing the right platform is only part of the equation, executing the migration workstream effectively is critical.

The Reality of Migrating to a New QMS

Migrating from a legacy, highly customized QMS to a configurable, low or no-code digital solution is never as simple as just moving data. While buzzwords may make it sound easy, the reality is that every migration comes with complexities, some small but most significant.

Legacy QMS platforms have been embedded in business operations for years (sometimes decades) and customized to fit unique workflows, integrations, and automation rules. These configurations don’t always translate cleanly into a new system designed around industry best practices rather than one organization’s unique way of working. And some of these are truly unique.

For life sciences companies, the risks of getting this wrong are high. Quality systems aren’t just about efficiency; they’re the backbone of regulatory compliance. Every deviation, CAPA, audit trail, and training record must be migrated accurately and remain fully intact for regulatory inspections. For companies managing a high volume of complaints, visibility into what happened, how it was investigated, and how it was corrected is essential. Compliance isn’t something that can be recreated after the fact: it must be preserved throughout the migration.

And then there’s data complexity. Legacy QMS platforms often contain years of unstructured records, inconsistent metadata, and outdated information mixed in with critical, real-time quality data. A simple lift-and-shift isn’t an option—without careful mapping and transformation, organizations risk losing valuable insights or, worse, compromising compliance.

Beyond the technology, people and processes play a critical role. Quality teams have spent years working within the legacy system, and the thought of starting over in a new one can create real resistance. Even when the new system is objectively better, users often push back if they feel it disrupts their daily operations, especially if they haven’t been actively engaged in designing the future-state process. Change management isn’t just about training on a new interface, it’s about ensuring that users understand how the new system supports their responsibilities and makes their jobs easier.

And let’s not forget integrations. QMS platforms don’t operate in isolation; they connect to ERP systems, regulatory platforms, MES, training systems, and more. If these connections aren’t carefully managed, a migration intended to improve efficiency can introduce new bottlenecks and risks.

Why fme Is the Only Partner To Trust With This Critical Workstream

This is exactly where fme thrives. We’ve spent years working with global life sciences companies to execute highly regulated, complex data and document migrations, ensuring that critical business processes remain uninterrupted and compliance isn’t compromised. We don’t just migrate data and documents: we assess, classify, transform, and verify it, ensuring that what arrives in the new system is clean, complete, and audit-ready.

Unlike general IT consultancies that offer migration as just a big part of their bag of tricks, fme specializes in highly regulated data and document migrations. We’ve led some of the largest, most complex migrations in the industry, working with pharmaceutical and biotech leaders to modernize their quality, regulatory, and clinical systems without disruption. Our experience gives us the foresight to proactively mitigate risks before they become obstacles, whether it’s aligning legacy data structures with modern regulatory requirements, handling complex document relationships, or ensuring seamless integrations with connected systems.

We combine our deep industry expertise with migration-center®, a Veeva product-certified migration technology, to drive transformation, execution, and validation with speed and precision. While technology alone isn’t enough, migration-center enables us to execute migrations efficiently, with full traceability and regulatory alignment, ensuring that:

  • Data integrity is maintained. Every piece of critical information remains accurate, complete, and compliant throughout the transition.
  • Business disruption is minimized. Our structured, real-world-tested approach ensures that operations continue seamlessly while data moves.
  • Regulatory compliance is preserved. We ensure all migrated data adheres to industry-specific guidelines, keeping your organization inspection-ready.
  • Data usability is improved. We don’t just transfer data; we structure and optimize it for maximum usability in Veeva Vault.

Quality isn’t just what we help our clients maintain: it’s how fme operates. Our ISO/IEC 27001-certified QMS and ISO 9001:2015 certification reflect our internal commitment to excellence, compliance, and security. The world’s leading life sciences companies trust fme to handle their most critical quality document and data migrations because we bring the right expertise, the right technology, and the right mindset to every project.

Take the Next Step Toward a Seamless, Compliant, and Efficient Quality Migration

Your quality data and documents are too important to leave to chance. Download our datasheet to explore fme’s end-to-end Veeva Vault capabilities and see how our expertise can support your transition. Ready to discuss your specific challenges? Connect with our experts today—we’ll work with you to develop a migration strategy that ensures data integrity, regulatory compliance, and business continuity.

Let’s get your digital transformation right the first time. It’s fme you love to work with.

Simplify Your Migration to Generis CARA

Simplify Your Migration to Generis CARA

Recently, we’ve been helping several leading life sciences clients understand the details, requirements and powerful possibilities of a migration to Generis CARA. If you are unfamiliar, we highly recommend taking the time to learn about the platform to compare your current challenges against CARA’s capabilities. Here’s a quick overview to get you started. Download our Generis datasheet for additional details and to request to meet with fme’s Generis CARA experts.

About Generis CARA

First off, the CARA Platform from Generis is a versatile, low-code foundational content and data management platform designed to solve the complex needs of industries such as pharmaceuticals, biotech, medical devices, and other highly regulated sectors. Regular updates and an experienced eye on the future of content management allow the CARA Platform to deliver a comprehensive, scalable solution equally suited to storing content and contentless objects, providing configurable flexibility to be used for almost any industry.

For life science firms, there is the CARA Life Sciences Platform: an interconnected suite of applications specifically designed to address the challenges of companies with interconnected Regulatory, Quality, Safety, and Clinical processes. It is an easily configured and pre-validated apps platform leveraging distinct modules that simplify and streamline system administration tasks. Generis CARA provides the connectivity, visibility, consistency and capability to reduce re-work and wasted effort and take control of business processes.

Generis CARA provides:

  • Powerful Architecture: The CARA Platform is back-ended by ElasticSearch, a non-relational database designed to flexibly handle millions of events per second and petabytes of data.
  • Flexible Configuration: The CARA Platform boasts an in-browser configuration interface with a broad menu of capabilities as well as direct scripting for advanced requirements. Implementation teams are able to script, test, and publish custom actions and other scripted activities without accessing a server or setting up an integration. This supports a seamless user experience with substantially less downtime for updates.
  • Built in AI Features: Generis built CARA with substantial AI capabilities available out-of-the-box including practical use cases deliver tangible ROI and significantly reduce the time to search for, manipulate and create content.
  • Shared Administration Ownership: To maximize user adoption and useability, core admins can manage type definitions and other configuration items with the potential for broad impact, while exposing a limited scope of configuration to allow business leads, junior admins, or expert users to make changes to dictionary drop down lists, update dashboards, reports, and workflow templates. Used effectively, this capability can alleviate day-to-day administrative activities for core admin teams, freeing resources to work on priority projects and initiatives.
  • Exceptional User Experience: The end user experience is often the greatest consideration when selecting a platform and the CARA Platform provides a well-planned, incredibly responsive user experience. Users will be able to quickly adopt the CARA Platform and configure it to their own requirements.

Challenges of Migration to Generis CARA

While the power and flexibility of the Generis CARA Platform is clear, there is an important point to remember. In fact, this isn’t just a quirk of CARA, it is the same for any solution: all capabilities and functionality heavily depend on the organization of the data, metadata and documents it contains. A great system with redundant, obsolete and / or trivial data won’t deliver the useability, compliance requirements or ROI that a business needs to achieve its goals. Unfortunately, many companies fail to effectively prepare their data for the final migration to their target platform, mostly because they are simply unaware of the state of their data.

Here are a few of the ‘short cuts’ we’ve been called to correct:

  • Assuming 1-to-1 Transfers: This is a far too common mistake. Moving data from a legacy solution to a new, modern platform will never be a 1-to-1 transfer. The way software developers store and even think about data changes continuously. New structures, formats, and metadata requirements evolve to be more efficient and compatible with new systems and coding languages. Think about it: If a data structure hasn’t changed, there’s a high probability the platform isn’t evolving to meet the needs of today’s businesses. Tread carefully when there is an assumption that your migration experience will be easy and a simple “like-for-like” – unless you’re taking a digital solution that has the exact configuration as your legacy system, this will never work. Trust us.
  • Vendor Professional Services: This sounds like a criticism but it’s simply a business reality. Vendor professional services understand their own system, but have little experience in the structures of the many different source repositories. They’ve focused their time on building a forward-looking solution to solve challenges of today and be ready for the future. They don’t have time to train on, or more importantly, have true hands on experience with, the details of every possible legacy system or the always-present customizations and workarounds made over the years. Likewise, we have seen far too often our clients being handed a mapping specification by vendors and told to fill it out. Good luck! You are going to need it without industry and migration expertise on board.
  • AI and ‘Automated’ Tools: Emerging AI-based data analysis tools promise a lot, and some are more accurate than others, but they aren’t prepared for the intricacies of regulated data, compliance regulations and requirements, or improperly stored and classified data. The consequences of failure are high, and AI-based tools without detailed human review haven’t proven they can accomplish the tasks required without adding substantial risks.
  • Relying on Internal Resources: We have worked with amazing teams, but even the most skilled internal resources rarely have the required time to focus on a full migration effort. It is also rare for them to have the depth of knowledge required within both their existing system and the newly updated CARA platform. Many times, we’ve seen deadlines extend far beyond initial plans as skilled internal resources are shifted to other priorities and data preparation receives less focus. This inevitably causes sacrifices and short cuts, increasing risks of errors and detrimental business consequences. In some cases, we are called in after the fact to support massive remediation efforts due to the rush job of simply shoving data in to meet a deadline.

fme Simplifies Migration to Generis CARA

The bottom line is, an accurate, organized data migration is essential for the success of any digital transformation initiative. This is our focus. fme has become the industry leader in successfully executing the complex migrations that allow industry leading firms take advantage of the most powerful new solutions. In fact, after over 20 years of migrating data from all leading platforms, we are experts at extracting, transforming, and importing legacy data effortlessly from any source system, including databases, file shares, cloud platforms, and legacy applications.

As a certified Generis partner, we understand the requirements, functionality and configuration options of the CARA Platform. Let us help you ensure your data is transferred accurately and efficiently, on time and on budget, so you can achieve the full value of your investment in the CARA platform. Download the datasheet below to learn more about our data migration methodology, as well at the additional ways we can support your transformation journey.