Analyze, Identify, and Improve Metadata in Minutes, Not Months

Analyze, Identify, and Improve Metadata in Minutes, Not Months

Regulated industries generate enormous volumes of documentation every year. Regulatory submissions, clinical reports, quality documentation, and scientific studies all contribute to a quickly expanding library of critical information. An essential part of that information is the document metadata, the structure that allows documents to be categorized, understood, and retrieved in context.

Unfortunately, as a company grows and matures, data silos get moved, updated, and combined, causing metadata to be disconnected from the documents and directories. Staff and process changes, archiving initiatives, garbled translations, or system improvements can all erode the quality, accuracy, and reliability of critical information.

What started as a well-organized repository slowly becomes something much harder to trust.

The Problem You Don’t See Until It’s A Big Problem

The depth of the disconnects are often not fully realized until the organization decides to consolidate or migrate their repositories to a modern technology solution. What was assumed to be ‘migration ready data’ is discovered to be:

    • Incomplete and inconsistent due to years evolving standards and interpretations
    • Structured in ways that are incompatible with modern platforms
    • Missing information that is required by new regulatory requirements
    • Complicated by legacy content from mergers, acquisitions, or past migrations

Finding and fixing these issues manually requires reviewing thousands, or even millions of documents. It demands skilled internal resources, consumes valuable time, and often puts critical projects at risk.

For teams already operating under tight timelines, this effort can increase costs, delay migrations, and divert focus from higher-value work.

A New Approach to Metadata Recovery

Recent advances in artificial intelligence (AI) and natural language processing (NLP) are transforming how organizations approach metadata remediation. Rather than relying on manual review, AI-powered tools promise to analyze documents at scale, identify patterns, and extract metadata directly from the content itself. This process transforms unstructured documents into searchable and structured information assets recovering valuable information that was previously hidden inside document libraries.

But there’s a catch.
The majority of AI and NLP models were built and trained on generic datasets, not on highly-specialized, regulated content. Without domain expertise, they can do part of the job, but there’s no way to be sure the information is accurate, consistent, and compliant. This often leads to additional validation effort, delays, and uncertainty, undermining the very efficiency gains AI promises to deliver.

There’s a better way.

Proven AI and NLP-Powered Analysis with fme’s MetadataAssist

For over 25 years fme has been helping the largest firms in regulated industries migrate their repositories of complex regulated data and documents into, out of, and between the most powerful content management platforms from OpenText, Hyland, Veeva, Microsoft, and more.

With this experience and knowledge, we developed MetadataAssist™, a solution specifically built to address the challenges of highly regulated environments. Built on insights gained from thousands of hours of fme migration projects, we trained our advanced artificial intelligence (AI) and natural language processing (NLP) tools to analyze and classify large volumes of highly regulated content ensuring complete accuracy, consistency, and regulatory compliance.  

fme MetadataAssist simplifies and accelerates the analysis, identification, categorization, and updating of metadata across millions of documents, completing in minutes what traditionally takes teams weeks or months.

MetadataAssist automatically examines:

    • Document metadata
    • File content
    • Folder and location structures
    • Context within documents

In a pharmaceutical environment, the solution can analyze documents across multiple formats and languages, identifying and extracting critical metadata such as:

    • Product name
    • Dosage strength
    • Dosage form
    • Regulatory identifiers
    • Scientific and contextual data

This is far beyond the basic extraction process of other generic solutions. MetadataAssist’s NLP technology interprets the context surrounding the metadata, allowing the system to understand how documents should be classified based on their content, purpose, and relevance. This industry-trained contextual understanding ensures more accurate classification and improved document usability across enterprise systems.

The result is a well-organized, accessible document library where content can be properly classified, easily searched, and efficiently managed within your CMS or migrated into a new repository or platform.

See fme’s MetadataAssist in Action

Whether you are streamlining your current environment or planning a larger platform consolidation or migration initiative, MetadataAssist can transform complex, disconnected content into structured, searchable, and regulatory compliant information.

To learn how fme MetadataAssist can transform your document repositories, download the datasheet below, and then contact us to schedule a demo and experience the power and flexibility of industry-trained and AI-driven metadata classification.

Your Data Isn’t Ready: The Hidden Risk in Life Sciences Migrations

Your Data Isn’t Ready: The Hidden Risk in Life Sciences Migrations

In life sciences organizations a data migration is often treated like a set of technical checklist: Extract. Map. Load. Validate. Go Live! But anyone who has worked on any data migration knows the truth:

Migration isn’t really about moving data. It’s about moving meaning.

Meaning is where things get complicated, especially when organizations underestimate the differences between structured and unstructured data. This is a common challenge we’ve seen with our clients, especially when modernizing .

The Illusion of Data Readiness

Most migration programs begin with confidence. After all, the data exists, it’s stored somewhere, it’s been used for years, so how hard can it be? Then the first mapping workshops begin… the cracks start to show:

    • Submission types or study metadata don’t match controlled vocabularies across regulatory and clinical systems
    • Status fields are full of free text: study milestones, complaint records, or CAPA statuses captured inconsistently instead of following lifecycle states
    • Product hierarchies only make sense to one team due to differing interpretations
    • Critical decisions about safety case assessments, investigation outcomes, or deviations can be, and often are, buried in comments, emails or spreadsheet notes

The issue isn’t a lack of data. It’s that years of business logic are hidden inside unstructured information. Systems can’t interpret or migrate assumptions. Suddenly this becomes a much bigger problem.

What began as a simple mapping exercise quickly becomes an effort to untangle undocumented processes, institutional knowledge, and years of historical workarounds.

Don’t worry, you are not alone. We’ve seen firsthand how quickly complexity multiplies once that hidden logic is uncovered.

Structured Data is Predictable. Unstructured Data is Personal.

Understanding the difference between structured data and then unstructured information surrounding it is critical. Structured data is easy. It lives in defined fields, it supports reporting, it drives workflows, and it can be migrated using clear, defensible mapping rules.

Unstructured data is different. It contains insight, often extremely valuable insight, but it is hidden within narrative, interpretation, and context. It hides in documents, trackers, comments, file names, or “temporary” excel sheets that quietly became the system of record.

In many life sciences organizations, the most important regulatory knowledge isn’t stored in the system. It’s stored around the system. And that’s where migrations become truly challenging!

A Simple Example

Here’s a simple, yet very common, example. Consider a site selection tracker used in a clinical program. On the surface, it looks structured. Why? The data appears well-structured:

    • Clearly defined columns (STUDY_NUMBER, SI_COUNTRY, SI_SITE, SI_SITE_STATUS)
    • A reason field (DC_REASON_NON_SELECTION)
    • Consistent row-based records

From a migration perspective, it looks like a straightforward mapping exercise.

Why It Isn’t Really Ready

Once you examine the content, key information lives in unstructured comments.

Structured fields contain conflicting information. In Record 2, SI_SITE_STATUS is selected as “Ongoing” yet the DC_REASON_NON_SELECTION field lists “Low recruitment projections.” If the site is indeed Ongoing, it raises a logical question: why does a Reason for Non-Selection exist at all? This suggests the fields are being used inconsistently, without validation rules in place, or that there is not a clearly enforced process for system use (if it is even defined). As a result, this record contains conflicted structured data, making it challenging to determine the true state of the site without manual investigation. Remember when we thought this would be a straightforward mapping exercise?

Important decisions are hidden in narrative text. In Record 3, the DC_REASON_NON_SELECTION comment is ““Site has no psychologist and stated it would be difficult to organize one. Site declined participation.” The structured field says “Does not have required staff” but the comment contains additional operational logic: it specifies a missing role (psychologist), identifies a feasibility constraint, and captures the site’s final decision. A target system cannot easily interpret or structure that information.

Multiple concepts are embedded in a single field. The comment in Record 3 actually contains several data elements all collapsed into a single free-text field:

Concept Where It Appears
Required Role Missing “no psychologist”
Operational Feasibility “difficult to organize one”
Final Decision “Site declined participation

 

Structured fields are left blank. While the explanation appears in comments! Record 4’s DC_REASON_NON_SELECTION field is blank, but the comments indicate variations like, “Site lacks sufficient experience”, “Investigator has limited trial experience”, and “Site has not conducted similar studies”.

To a human reader, these records make sense (mostly, I am looking at you, Record 2). To a system, they are entirely inconsistent. When migrated into a structured platform, Record 3 will be reportable and visible in analytics. Record 4 will not.

This is how unstructured behavior quietly undermines structured intent. This is exactly where migrations become more than technical exercises. They become exercises in data governance.

Target Systems Expose Legacy Exceptions

Today’s modern enterprise platforms (QMS, CTMS, RIM), safety databases, or regulated content management systems are built to enforce structure. They require:

    • Controlled vocabularies
    • Mandatory fields
    • Valid relationships
    • Consistent master data
    • Full traceability

That’s a good thing: it improves compliance, visibility, and efficiency. But it also reveals an uncomfortable truth: your legacy systems don’t just store data; they also store a legacy of exceptions. Those exceptions were often managed manually by experienced people, not by processes. When you migrate into a structured system, those manual workarounds suddenly have nowhere to hide.

The Real Risk: Migrating Years of Clutter

In regulated environments there’s an instinct to migrate everything “as-is.” Teams don’t want to lose audit trails, history, or critical business context. That instinct is understandable and logical. But migrating unstructured data blindly into a structured system creates a new problem: a modern platform filled with legacy clutter.

From the moment the system goes live, clutter and data exceptions affect user trust and efficiency. Technically, everything works, but users hesitate. They double-check. They export to Excel “just to be safe”. Slowly, spreadsheets start creeping back in. The migration succeeded on paper, but failed in adoption, and is no longer the trusted source of truth.

Poor data structure also prevents organizations from taking advantage of the AI and analytics capabilities built into most modern and emerging platforms. When critical information is buried in comments or captured inconsistently, systems cannot identify trends, recurring issues, or relationships between records, such as patterns across complaints, deviations, safety events, or site performance. Without structured data, the platform cannot surface insights or enable automation, reducing it to little more than a repository rather than an intelligent operational tool.

The Mindset Shift That Ensures Data Readiness

The most successful migration programs don’t ask: “How do we move everything?” They ask: “What do we need to trust on Day One?” That subtle shift changes everything, leading to smarter, more strategic decisions.

Not everything needs to become a structured field in your target system, but the meaning behind the data must remain clear and remain interpretable. One practical way we approach this with our clients, regardless of their volume of data, is by separating data into three categories early on.

    1. Workflow-critical and compliance-driving (must be structured)
    2. Contextual but still valuable (evaluate and transform selectively)
    3. Historical reference (archive with traceability)

Of course, there are other valid approaches, and each one has strengths within specific situations. The right strategy always depends on the organization, its risk profile, and its future operating model. The key is to make conscious decisions rather than defaulting to “migrate it all.”  Successful migrations treat the effort as a business transformation, not just a technical transfer.

A Simple Decision Framework for Data Migration

Here’s a simple principle that we’ve found is a great starting point:

    1. If data drives a workflow, reporting, or compliance decision, it must be structured.
    2. If data provides useful operational context, evaluate it and structure it selectively.
    3. If data provides historical reference only, it belongs in documents or a well-managed archive.

Final Thought: Don’t Just Migrate. Modernize.

Migrations rarely fail because of technology. They fail when unstructured legacy knowledge is assumed to be structured truth. Don’t fall into that trap by starting with tools and mapping spreadsheets. Start with the harder questions: What is our source of truth?  Which data do we trust enough to run the business on?

Life sciences organizations are moving toward greater automation, AI-driven insights, and real-time regulatory visibility. None of that works without reliable, structured data. The migration process should force organizations to face those questions, especially if they have been avoided for years. Once they are answered honestly and completely, migration stops being just a technology project. It becomes a transformative step toward true digital maturity.

By assessing your data landscape before you start your migration, you’ll be able to define clear ownership, and build a pragmatic strategy for what to structure, transform, or archive. Instead of a system replacement, you’ll have the opportunity to strengthen compliance, improve transparency, and lay the foundation for automation and AI.

Get Started the Right Way

We know it is tempting to jump straight into platform selection and implementation, but modernizing any complex, regulated environment will not be a simple ‘lift and shift’ to a new technology. If you try to approach it that way, you will delay your progress, multiply your workload, and fail to realize the full potential of your target system. After over two decades helping clients navigate technology transfers, fme’s experts can guarantee that “one-click export” you are promised is a beautiful story told by people who have never had to do or pay for the actual work.

Start your modernization initiative correctly with a clear and detailed analysis of your existing data and document repositories. You’ll quickly discover proprietary data formats and custom-built applications that are incompatible with modern databases and tools, siloed systems with limited integration capability, data consolidated from multiple sources with inconsistent data structures and standards, and legacy systems with redundant or incomplete data and metadata.

fme’s Migration Readiness Evaluation

fme’s Migration Readiness Evaluation service is specifically designed and proven to provide proactive guidance on your data and document landscape BEFORE embarking on extensive solution deployments. We take a hard look at the source system’s technical stack: how it was built, how accessible it is, what’s custom, what’s obsolete, and how long it’s realistically going to take to get clean, validated data out of it.

Instead of being caught unaware during your deployment, we identify potential risks and common pitfalls in a Migration Readiness Report that summarizes the current state and quality of your data and documents. We also offer Risk Mitigation Recommendations with proactive solutions to minimize potential risks and ensure you stay on time and on budget.

Download this datasheet to learn the details and benefits that fme’s Migration Readiness Evaluation can provide, and then contact us to discuss your unique challenges. We’d love to help you on your transformation journey.

About the Author

Wendy Gilhooley
Wendy Gilhooley has over 25 years of global experience delivering leading edge IT-related services and solutions in highly regulated industries. For the last 15 years Wendy has been focused on the complex challenges of life sciences firms struggling to modernize their Regulatory Information Management (RIM) systems. Her depth of knowledge allows her to bridge the gap between business and IT teams, and provide a wealth of technical and industry best practices to increase client business value and deliver measurable results.

A Smart Start To Digital Technology Transformations: The Power of Phase 0

A Smart Start To Digital Technology Transformations: The Power of Phase 0

The journey to modernize your digital technology platforms is sensitive and complex. As more companies become familiar with the intricacies and pitfalls of a digital transformation, it is becoming commonly understood that a ‘lift-and-shift’ approach to modernization is an ideal of a time gone by.

Today, companies are operating on an unprecedented scale, spanning global geographies with large expanding portfolios. The need to store, categorize and maintain healthy data has never been higher. Furthermore, this data needs to be readily accessible by related systems, workflows and people for its value to be realized and utilized.

Businesses are now looking for strategic partnerships, with a view to have a seasoned technical chaperon guide them end-to-end on their technology transformation. fme has spent over two decades helping clients navigating such waters, providing the highest standards for digital migrations.

Why You Want to Start Smart

Many companies under pressure to modernize start by looking at all the benefits the future technology can bring. This is only natural, it is one of the catalysts for change, understanding the limitations of today and looking for ways they can be relived. However, whilst looking forwards, often overlooked is the existing data and the system it lives in. Like all transformations, data readiness and compatibility is absolutely key. It will dictate the pace and complexity of the journey if not managed in a tailored and strategic manner. This leaves companies asking the question: ‘What do I actually need to do?’

Answering this call to action, fme offers initial technical and business engagement in the form of a ‘Phase 0’. This phase allows fme to leverage our in-house expertise and specialist tools to directly review your situation. With the ability to communicate the transformation requirements and complexities, we work with you to build a roadmap to suit your requirements.

The Power of Phase 0

Collaborating with fme on a Phase 0 offers a wide range of benefits for your digital transformation:

  • Produces an informed migration strategy that is bespoke to your digital transformation needs and requirements.
  • Assesses data quality and readiness, recommending actions to set your journey up for success.
  • Builds in your key stakeholder feedback, to develop a data specification that is compatible with the source and target system.
  • Shares early insights on potential challenges and how we can pre-emptively act to monitor and mitigate, reducing you overall risk.

Furthermore, we support in breaking down terminology and knowledge barriers, to support you in becoming the Champion of your own transformation journey. By demystifying the process and guiding, we look to physically and mentally set our clients up for sustainable success.

Phase 0 both de-risks the journey ahead whilst streamlining the subsequent phases to come. Whilst some unforeseeable deviations from the mapped journey may naturally occur, (e.g. Evolving client requirements) the efficiencies of operation resulting from Phase 0 allow all collaborating teams the needed time and energy to tackle such occurrences quickly and effectively.

This Is What A Smart Start Looks Like

A Phase 0 can be tailored to your schedule, typically taking a minimum of 4 weeks to complete. During this time we work with you to access your systems in compliance with your operating procedures. Whilst reviewing your source systems and data, we will host a series of workshops to discuss data quality, migration needs and how this will happen.

You will receive our findings, assessments and recommendations throughout Phase 0, all of which is documented in a comprehensive set of tangible deliverables. Typically, this includes:

  • Data Migration Strategy – Explains how your data migration will be performed sensitive to your requirements, complete with a verification strategy and timeline.
  • Preliminary Data Quality Assessment – Shares key insights on data health, migration readiness, recommended corrective actions to support the migration and broader transformation journey.
  • Preliminary Data Specification – Documents data stored per source and its intended target area, details classifications/notations and where they will differ between the source and target and proposes logical migratory paths.
  • Migration Phase 1 Scope of Work and Budget – Informed by the Phase 0 findings, outlines the activities and costs needed to successfully complete your data migration.

As your strategic partner, all findings are discussed with you directly to ensure the transfer of knowledge is maximised. We will then review this documentation, based on your feedback to further hone its accuracy; just another way we hope to further empower our clients.

Final Thoughts In A Nutshell

Phase 0 provides you with a clear project roadmap, that has an informed strategy and communicable project plan. This both de-risks the complex journey ahead whilst simplifying the subsequent phases to come. This allows our clients to make the right decisions, as they are well informed of their current situation and can lean on fme’s extensive knowledge in digital transformations, as their strategic technical partner.

More about us – It’s fme you love to work with

fme proudly focus on enabling delivery excellence for our clients, one of the many reasons why the world’s leading life sciences firms trust us with their most complex quality, regulatory, and clinical transformations. We deliver to the same high standards they follow, holding ISO/IEC 27001 QMS and ISO 9001:2015 certifications.

Your data migration deserves the best start. 

Download our datasheet below to explore fme’s end-to-end platform capabilities and see how our expertise can guide your transition.

A Start Smart For Your Migration Can Start Today

Our experts are ready to help you start building your migration strategy today, to ensure data integrity, compliance, and business continuity—while setting your organization up for long-term success.

About the Author

Lucas Gent, PhD., Project Manager

Lucas Gent is one of fme’s exceptional project managers bringing a remarkable blend of scientific rigor, regulatory expertise, and project leadership to the team. He holds a Molecular Genetics PhD and is a Prince2, Scrum Master certified project manager, most recently serving within Reckitt Benckiser’s Global Professional R&D division. He is a daily user of Vault, bringing hands-on experience across technical, quality and procurement functions. He is also a seasoned Vault QualityDocs user with a clear understanding of document lifecycle management.

Webinar 🖥️ Merger-Ready RIM with TransferAssist℠

Webinar 🖥️ Merger-Ready RIM with TransferAssist℠

Today’s multi-million and billion dollar Life Sciences mergers and acquisitions rarely come with breathing room after the ink dries. From the moment a deal closes, IT and business leaders are expected to migrate and integrate data and systems without interrupting compliance, and often with limited forewarning or visibility into what they’ve acquired.

The risks of getting it wrong are real: missed deadlines, regulatory and compliance violations, frustrated users, operational drag and potential millions in lost value.

TransferAssist℠: A Unique Solution for AM&D Integrations

fme has helped several of our clients through these challenges, and realized the industry needed a proven, scalable, automation-powered solution that eliminates the friction and accelerates the acquisition, merger and divestiture process.

We also recognized that while M&A initiatives are generally independent projects, most firms will go through several AM&D cycles, often within a few years depending on economic and industry business conditions. Any solution would need to be standardized and repeatable, building a solid foundation and framework that would further accelerate each subsequent event.

With these common issues in mind, fme created TransferAssist℠, a comprehensive solution that simplifies the AM&D data consolidation/separation process from initial due diligence and system evaluation through final integration and go-live.

Learn More In Our Webinar Recording

On Thursday, September 18th fme presented Merger Ready RIM: Building Confidence in Every AM&D Transition with our associates at TOPRA, The Organization for Regulatory Professionals in Regulatory Affairs. In this session we shared details on how you can shift from project-based chaos to programmatic control using the proven, structured methodology of TransferAssist. We’d love to get your perspective and answer any questions you have about how to simplify AM&D data transitions.

Why View This Webinar?

In this session, you’ll learn:

    • The most frequent regulatory challenges during AM&D initiatives.
    • Proven short-term tactics to reduce risk and maintain compliance.
    • Long-term strategies to standardize, accelerate, and strengthen your regulatory data model.

You’ll also learn how TransferAssist helps Life Sciences companies:

    • Build a repeatable, scalable process for acquisitions and divestitures
    • Accelerate integrations with automation and AI
    • Maintain regulatory compliance and data quality throughout the process
    • Reduce IT burden while ensuring business continuity and user adoption

Webinar Details

Title: Merger Ready RIM: Building Confidence in Every AM&D Transition

Date: Recorded Thursday, September 18, 2025

 

Who Should View?

    • Senior Managers, Directors, and VPs responsible for IT, Regulatory Affairs, Quality, and Operations
    • M&A program leaders looking to reduce complexity and risk in their integration strategy
    • Business and technology leaders tasked with ensuring compliance and business continuity in high-stakes transitions

If your growth strategy depends on acquisitions or divestitures, you can’t afford to improvise. With TransferAssist, you’ll gain a future-proof framework to manage the data and content complexities of AM&D before, during, and after the deal.

Why Your Migration Needs a Reality Check First

Why Your Migration Needs a Reality Check First

When you’re gearing up for a digital transformation, it’s tempting to jump straight into platform selection and implementation. You’ve picked your new system: everything else will just fall into place, right? Or better yet, let’s push the messy parts to Phase 2… or 3… or maybe 2028.

But here’s the reality check: in complex, regulated environments, transformation is never a simple “lift and shift.” Ignoring the migration side of the equation doesn’t just delay progress, it multiplies your workload. Now, instead of just launching a new system, you’re also stuck maintaining the old one. That means paying maintenance fees, meeting outdated security policies, and keeping someone on staff just to keep the lights on in a system you were trying to leave behind.

So, while you thought you were fast-tracking to the future, skipping migration planning means you’ve just signed up to deal with two systems, not one. Too. Much. Fun.

fme has spent over two decades helping clients navigating technology transformations, and if there’s one thing we’ve learned, it’s this: the biggest (and most expensive) migration problems usually existed long before the implementation even kicked off. Everyone’s so focused on where they’re headed, they forget to look back and check if there’s anything in their rearview mirror… like a major data issue.

And it’s not just the data itself; it’s the system it lives in. We take a hard look at the source system’s technical stack: how it was built, how accessible it is, what’s custom, what’s obsolete, and how long it’s realistically going to take to get clean, validated data out of it. Because that “one-click export” you were promised? It rarely works like that or it’s easy, but only your current vendor can do it at a hefty cost.

Hidden Issues Don’t Stay Hidden for Long

By the time a go-live date is on the calendar, you want everything working together: the system, the workflows, the people, and, critically, the data. But legacy systems often contain outdated formats, inconsistent structures, redundant or missing data, and almost always, gaps in metadata that make downstream mapping and validation difficult.

And if you’re assuming your new system vendor will take care of data preparation? Think again. Most vendors expect the client to come to the table with clean, validated data and a migration strategy in hand. If that doesn’t happen, project teams end up scrambling under pressure, reworking tasks, and putting compliance at risk.

Enter fme’s Migration Readiness Evaluation

The Migration Readiness Evaluation (MRE) is designed to solve these problems before they start. Whether you’re preparing for a major platform migration or just beginning to think about what comes next, the MRE helps you get a clear picture of your data and system readiness—without overburdening your internal team.

You’ll get:

  • A comprehensive inventory of your content and data systems
  • A Readiness Report that outlines the true state of your legacy content
  • Risk mitigation recommendations to guide decisions and avoid project derailers
  • A Migration Strategy aligned with your business and regulatory priorities

The process is designed to be lightweight (typically 3–6 weeks), with minimal disruption to your day-to-day work. And whether you’re evaluating one new platform or ten, the output is actionable for what you need to consider before you’ve decided, and aligned with your broader business goals.

See, and solve, the problem – before having to work the problem.

Clients come to us with different priorities, but the challenges we uncover tend to follow familiar patterns. Legacy systems are often the first hurdle with proprietary structures, siloed applications, and unclear metadata make it incredibly difficult to plan a clean, compliant migration. Then there’s the data itself: redundant, outdated, and often missing the context needed to make informed decisions. It’s no surprise that teams hit a wall halfway through their projects because that’s usually when the real data issues surface. By that point, everyone’s already eyeball-deep in a thousand other decisions around configuration, integration, validation… so dealing with legacy data suddenly becomes tomorrow’s problem. Except the go-live date? That’s set in stone. Which means you’re on track to launch a brand-new system that’s packed with the same old messy data.

That’s where timing becomes everything. By the time migration finally gets prioritized, internal teams are maxed out and there’s no bandwidth left to stop, assess, or course-correct. That’s why we can step in way ahead of time. fme takes the lead on the heavy lifting: evaluating your systems, surfacing the risks no one’s talking about yet, and making sure everyone understands what’s really in scope, before it becomes a fire drill.

And it’s not just about what needs to be moved. It’s about making sure everyone involved from the business, to IT, to leadership is working from the same playbook from the very beginning. That’s what the Migration Readiness Evaluation delivers: clarity, alignment, and a real plan built on your actual landscape, not assumptions.

Start Smart. Finish Strong.

If you’re heading into a migration or large-scale system upgrade, don’t wait for surprises to appear mid-project. The Migration Readiness Evaluation gives you the insight to plan with confidence, stay aligned with regulatory expectations, and protect your budget and timeline.

Download the datasheet below to learn the details and benefits of fme’s Migration Readiness Evaluation, and to discuss your upcoming migration initiative.

Consumer Products Industry Challenges for 2025 and Beyond

Consumer Products Industry Challenges for 2025 and Beyond

As we entered 2025, fme’s leadership reached out to our connections working in consumer products industries to discuss their top-level concerns for the coming year and beyond. Some were our clients in past transformation initiatives, and others are industry experts that have been leading discussions on emerging digital strategies for many years. We specifically focused our interviews on experienced executives that have been working R&D departments for 20-30 years or more. These leaders have been through several technology transition cycles, so they have seen, heard, and worked through the adoption of ‘hot new solutions’ and experienced both the triumphs and frustrations that came with each.

The points below are from one of our conversations with an executive with 30+ years working at a personal care company with over €10 Billion revenue a year. Through their career in product development, portfolio management, regulatory compliance and more, they gained an extensive understanding of the value, requirements and issues that IT and operations teams face both day-to-day, and over extended timeframes. We heard similar comments in several of these interviews, and have been hearing the same from our long-time clients in the highly regulated pharmaceutical, finance, and manufacturing industries.

Common Challenge and Limitations

This is just a high-level preview; if you’d like a deeper discussion or want to share your perspective, reach out using the contact form below. We look forward to connecting and exchanging insights.

Data Silos and Platform Integration

This should come as no surprise to anyone working with digital technology over the last 20 years and will most likely continue to be an issue for the next 20. Every company has disconnected repositories of data that have accumulated over years of work and internal initiatives. Some are still effective and valuable, and some are less important to today’s business strategies. Historic data can still be useful and frequently is required for compliance but may be stored in legacy systems and formats that aren’t aligned with modern solution formats and data structures. As repositories age, it becomes increasingly difficult to determine which information should be archived, and which should be migrated for use with new tools.

IT & System Infrastructure Conflicts

Every business has multiple IT systems that are the backbone of daily business. ERP systems for operations, communication and document applications like Microsoft Office or Google Workspace, R&D infrastructure, as well as quality and possibly clinical platforms and more. In a large company, these applications have a long history of use and evolution of processes. Some are too deeply embedded to be easily replaced by a full-suite solution, and others are not built to serve the unique needs of the consumer products industry. They may get close, but can still fall short in critical areas, requiring additional integration work.

Increasing Global Regulations

Across the globe, there are an increasing catalog of regulations and requirements that consumer products companies must prove compliance. It’s essential to manage the requirements that apply within individual regions as individual products travel through their manufacturing, distribution, sale and use by the consumer. Each company needs to understand their unique needs, and ensure they select systems that can support their business processes.

Migrating Data Requires Migration Experts

Selecting and implementing a new tool or platform requires a deep and detailed knowledge of the data, metadata, and structures of the legacy data. Firms often plan to utilize their in-house IT team for migrations, assuming they will have complete knowledge of existing repositories, but from our experience, that is rarely the case. Few in-house engineers have been involved in the set-up and maintenance of every digital tool that has been used in a company’s history, and even fewer have a detailed understanding of the daily processes, workflows and workarounds that have evolved to meet business goals. AI-powered solutions are showing promise, but they still need detailed verification to ensure complete accuracy and minimize risks of compliance issues.

Best-of-Breed vs Full-Suite Solutions

The final challenge that many consumer products firms face is whether to take a modular, best-of-breed approach, or to invest in a complete digital transformation to full-suite solution. This is a challenging decision since it is difficult to have clear and complete details on company-wide processes and workflows and their accompanying data and documents. As mentioned above, it is common to have IT and system infrastructure conflicts that can limit or completely prevent the integration of data that would allow the removal of a legacy solution, or the adoption of a new full-suite platform.

How fme Supports Consumer Product Migrations

Despite the above challenges, there is exceptional value and ROI to be gained by taking advantage of the power and features of modern technology solutions. To be sure, they are not simply doing the same old tasks with a different colored button; they are faster, more efficient, and have advanced capabilities that were not considered 10 years ago but have become a requirement to stay competitive in today’s market. This is where fme’s proven methodologies, industry expertise, and advanced tools are invaluable. Through our 30 years of migrating business-critical data in the most complex and highly regulated industries, we have an unparalleled understanding of the deep-level connections and data requirements that fuel any information management platform. When partnering with fme for the migration of your data and documents you get: 

  • Proven Track Record: fme has successfully completed complex data migrations for leading companies in complex, highly regulated industries like life sciences and consumer goods, demonstrating reliability and expertise.

  • Industry-Specific Knowledge: fme understands the unique data challenges in the cosmetic industry, including regulatory requirements, proprietary formulations, and supply chain complexities.

  • Advanced Technology: fme leverages cutting-edge migration accelerators that automate critical tasks, ensuring accuracy and efficiency.

  • Collaborative Approach: fme works closely with your team throughout the migration process, providing clear communication on our best practices and how they can be incorporated into your migration journey. We also proactively advise on additional ways to de-risk your program when applicable.

  • Focus on Quality and Compliance: Every migration is executed with a focus on preserving data integrity, ensuring compliance, and achieving business objectives.

Contact Us to Discuss Your Challenges

We understand that every business faces its own set of challenges and requirements. As the leading migration solution partner with hundreds of successful projects, we have deep expertise in recognizing the pitfalls and opportunities that can make or break a digital transformation initiative. Reach out today to discuss your challenges and goals. Let’s work together to ensure a smooth, successful migration: one that maximizes the value of your business platforms and sets you up for long-term success.

 


 

About the Author – Ian Crone

Global Life Science Leader | Innovator | Inspirational Team Builder | Mentor | UDI & Medical Device Expert | IDMP | Data Migration

Ian Crone is an industry expert with over 17 years of experience in the cosmetic industry—from the laboratory bench to global manufacturing operations. With a proven track record of delivering success across the entire product lifecycle, his scope of understanding seamlessly bridges innovative R&D with large-scale production. Recognized as a thought leader in Regulatory Information Management (RIM), Unique Device Identification (UDI), and IDMP standards, Ian excels at navigating complex regulatory landscapes while driving strategic, compliant solutions.

Drawing on extensive experience in the cosmetic sector, Ian has honed expertise in selecting and implementing cutting-edge systems that ensure operational excellence and full regulatory alignment. As a seasoned data migration expert, Ian has led high-stakes initiatives that optimize processes and safeguard data integrity. Known for his ability to mentor and inspire global teams, he is dedicated to delivering innovative, client-centric solutions that yield measurable impact. Whether driving regulatory compliance, streamlining operations, or managing global teams, Ian is committed to excellence and innovation that make a tangible difference for his clients.