TRIM to SharePoint Migration
Say goodbye to clunky TRIM and hello to cloud-ready, metadata-rich records in Microsoft 365—migrated quickly, compliantly and without slowing your people down.
Why Modernise Now?
Slash Expensive TRIM Costs
End expensive TRIM licences and on-prem infrastructure—freeing budget to invest in transformation, innovation & training.
Enable Remote Work & Collaboration
Provide secure, anywhere access across SharePoint, Teams and OneDrive, so staff can collaborate remotely.
Ensure Regulatory Compliance & Auditability
Align with Privacy Act amendments and state retention authorities using built-in audit trails and defensible disposal.
Unlock AI Search & Auto-Classification
Leverage AI-powered discovery and auto-classification features not possible in legacy EDRMS, for faster information retrieval.
What makes our migration service different
-
Proprietary accelerator – Extracts, transforms and loads every TRIM / HP Records Manager object—metadata, security, renditions and audit history intact—into modern SharePoint libraries in weeks, not months.
-
Governance first – Your Business Classification Scheme and retention schedule are mapped before any file moves, so every record lands in the right site, library and label.
-
Zero downtime rollout – Pilot migrations run side-by-side with production, giving staff uninterrupted access while content is validated.
-
Fixed-price certainty – Clear scope and deliverables; no hidden per-GB fees.
Our four-phase approach
1. Discover & Plan
- Workshops with records, ICT and business owners.
- Baseline TRIM / Content Manager holdings, privacy obligations and Microsoft 365 architecture.
- Decision matrix to confirm Microsoft Purview-only or hybrid lifecycle tooling.
2. Design the Blueprint
- Convert the Business Classification Scheme into SharePoint sites, libraries and content types.
- Prepare retention labels or lifecycle rules for automatic classification on ingest.
3. Migrate & Validate
- Run our accelerator to lift records—metadata and permissions intact—into a read-only pilot.
- Stakeholders sign off, then cut over in controlled waves.
4. Govern & Optimise
- Dashboards surface retention, disposition and holds.
- Disposal certificates (Purview or third-party) filed back into SharePoint for permanent evidence.
- Quarterly health checks keep the file plan evergreen.
Success in Action
Venues NSW
- 30 000 legacy records migrated to SharePoint in < 6 weeks
-
100 % of 15 key metadata fields retained
-
Zero downtime—records searchable in Microsoft 365 from Day 1.
St Vincent De Paul
-
207 000 TRIM records moved to SharePoint in six weeks
-
All 25 critical metadata attributes preserved for audit
-
Search times cut from hours to seconds via Microsoft Search
Key outcomes you can expect
- 100 % metadata preservation for audit and chain-of-custody.
- Storage footprint typically shrinks by 40 % after deduplication.
- Search times drop from minutes to seconds via modern metadata and AI search.
- Staff adoption rises thanks to the familiar Microsoft 365 interface—no extra log-ins.
Ready to de-risk your migration?
Schedule a complimentary discovery call and take control of your organisation’s records in Microsoft 365 today.
