John Lazenby, Technical Development Director at Phlexglobal, shares proven techniques and real-world case studies distilled from hundreds of successful TMF migrations, including: 

• Migration planning checklists to capture often overlooked but critical details  
• What you must always understand about source and destination systems and filing structures 
• How to effectively manage paper as well as hybrid (paper/electronic) sources 
• Why you need to treat open studies differently from closed studies, and what to do when the two are mixed 
• Key metadata requirements and the growing importance of secondary metadata  
• Managing the often large variety of source document formats and metadata  
• How to incorporate audit trails as well as data verification and reconciliation​