The Barossa Council stays in TRIM

Readers of IDM magazine may have seen this article on The Barossa Council’s decision to stick with TRIM and upgrade from 5.2 to 7.3 last year.

In 2013, South Australia’s The Barossa Council decided it was time to upgrade their ageing TRIM 5.2 installation to bring its EDRMS platform up to date.  The upgrade would affect 115 TRIM users so it was no small undertaking. 

Ryan England, The Barossa Council’s Manager ICT said “Our TRIM 5.2 installation was showing its age and we were having issues with poor titling and metadata for all records and there was a lack of integration with core business applications. Also, integration issues with Outlook and Word meant they were continually crashing on a regular basis. As well as upgrading our TRIM version to 7.3 we also implemented a number of the add-ins from the Kapish product suite. The project was completed on time and budget and we have seen a significant increase in the use of TRIM across our business following the completion of this project which also included training for all staff.”

“We engaged the assistance of Kapish for the project and found all of the staff to be excellent and really fitted in well.”

Ryan England, Manager ICT

In addition to supplying the new TRIM version, software licensing and installation, Kapish provided a suite of their TRIM add-ins including; Kapish Explorer, Kapish Folder Wizard, Kapish Word Add-In and Kapish Easy Link. Kapish Easy Link allows TRIM records (e.g. Policy documents) to be exposed within SharePoint via a permanent URL hyperlink, including the ability to embed within the hyperlink queries such as ‘View the Latest Finalised Version’ of a policy document, without ever needing to change the hyperlink in SharePoint or upload documents when they’re updated.

“We now have stable integration with MS Office applications and core business applications and the ability to link to documents in TRIM from SharePoint.”

Ryan England, Manager ICT

Nathaniel Mason, ICT Applications Specialist at The Barossa Council, attributes the projects’ success with positive user response and uptake to a well-planned upgrade strategy in testing, migration, deployment and training.

“Kapish’s ability to understand the feedback given in testing and deliver the features and training that users said they wanted gave opportunity to focus on highlighting the benefits and ease of complying with document management.”

“Migrating existing user settings, favourites and setting a global toolbar meant the change was seamless and let the new features shine”

Nathaniel Mason, ICT Applications Specialist

Core business applications in use at The Barossa Council include: Finance One, Infor Pathway, MapInfo GIS and a SharePoint 2010 intranet with Windows 7 (64-bit) and MS Office 2010. 150 staff are located at Council’s head office in Nuriootpa with six remote sites.”

Download the full IDM article

If you’ve got a TRIM upgrade you think we could help with we’d love to hear from you.

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