Version Analysis and Report Generation

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In a recent project, we carried out a comprehensive analysis of document versions in the source system, investigating their number, volume and number of versions per document. Our investigation revealed numerous documents with hundreds of versions, including instances with more than 800 versions per document. Often each version stored was several hundred megabytes in size, highlighting the significant data volume challenge we faced.  

Analysis processes

The analysis process required a detailed review of the source system's database, where we had to identify and categorize each document along with its versions. We used advanced data analysis tools that allowed us to efficiently process enormous amounts of information. Our IT teams and data analysts worked closely together to ensure the accuracy and comprehensiveness of the analysis. 

During our research, we found some interesting patterns in the version history of documents. We noticed that certain documents, especially those tied to long-term projects or complex procedures, tended to accumulate a lot more versions than average. This led us to dig deeper into the business processes behind the creation and modification of documents.  

Reporting and Customer Decision 

The results of our analysis were presented to the client in the form of a detailed report, which included charts, tables, and data visualizations. This report not only showcased the raw data but also included an analysis of the potential impact of having a large number of versions on system performance, data storage costs, and end-user productivity. 

After presenting these findings, the client made a conscious choice to limit the number of versions sent to the five most recent ones. This decision was crucial for balancing the need to preserve historical data with practical considerations regarding storage and transfer efficiency. The process of making this decision involved a series of consultations with various stakeholders, including legal, IT, and document management departments. 

Implementation 

Implementing this decision required careful planning and coordination. We had to develop an algorithm that not only identified the five most recent versions of each document but also ensured that essential historical versions (like those needed for legal or auditing purposes) were kept, regardless of their date. This required close collaboration with the client's legal and compliance departments. 

Our analysis also allowed us to establish that while we will maintain continuity and sequence of versions, the numbering will be reset (e.g., versions 15, 16, 17 will become 1, 2, 3 respectively). This approach not only significantly reduced the amount of data to migrate but also streamlined the version history in the target system. However, resetting the numbering required careful mapping between the old and new version numbers to ensure we could still track the document history if needed. 

A strategic Approach to Version Management 

By implementing these changes, we made version history easier to manage in the future. This strategic approach to version management demonstrated our ability to provide valuable insights and practical solutions, ultimately boosting the efficiency of the entire migration process. 

Stages of Implementing Changes 

The process of implementing these changes involved several key steps: 

  1. Developing a detailed migration plan that takes into account the new rules regarding document versions.
  2. Creating and testing scripts to identify and select the appropriate versions of documents.
  3. Conducting a trial migration in the testing environment to verify the accuracy of the process.
  4. Optimization of the migration process based on test results.
  5. Carrying out the final data migration to the target system.
  6. Verification of the integrity and availability of the transferred data.

Comparative Analysis and Documentation 

After finishing the migration, we conducted a thorough comparative analysis, comparing the volume and structure of data in both the source and target systems. The results of this analysis confirmed a significant reduction in the amount of stored data while still preserving all essential information. 

Additionally, we have developed detailed documentation of the entire process, including the analysis methodology, decision-making criteria, and the technical aspects of the migration. This documentation serves as a valuable resource for future projects and can be used as a reference point for similar initiatives down the line. 

Summary and Conclusions 

To sum it up, this project not only hit its main goals of optimizing data storage and migration, but it also provided some valuable insights into managing documentation and versions in large corporate systems. Our approach, which blends deep technical analysis with attention to business and legal needs, can serve as a model for future data management optimization projects. 

Luke Werno

Solution Architect / Project Manager
He is a highly motivated IT professional with more than 15 years of experience in information systems and economics. He specializes in the application of IT solutions and tools in modern business.
His expertise includes developing customized applications using technologies such as Microsoft Access and Microsoft SharePoint, increasing the efficiency of various business processes.