CASE STUDY

Migrating Business Processes
to SharePoint

Cloud
BFSI

Project Highlights

Scope

  • Migrated key web-based processes, including Ethical Line, Contract, and Opportunity Approval modules, to SharePoint.
  • Ensured seamless integration of the migrated processes with the client’s internal systems.
  • Maintained full functionality during the transition to the new platform.

Challenges Overcome

Transitioned legacy modules to SharePoint without loss of features or data integrity.

Ensured compatibility with internal systems while adapting to the SharePoint environment.

Delivered a user-friendly interface to maintain operational continuity.

Business Impact

The SharePoint migration project delivered measurable improvements to the client’s operations.

Process Alignment Efficiency

System Compatibility

Operational Continuity

User Adoption Rate:

These enhancements provided the client with a streamlined and integrated platform for managing key business processes.

The Client

A global professional services firm known for delivering world-class consulting, audit, and advisory services.

  • Operates in over 140 countries, serving clients across diverse industries.
  • Committed to innovation and technology-driven solutions for operational excellence.
  • Prioritises user-friendly and scalable digital platforms to enhance internal and external communication.
BFSI-Client

The Problem

The client faced the challenge of:

  • Migrating existing web-based processes to a SharePoint environment to better align with internal systems.
  • Maintaining the functionality of key modules, including Ethical Line, Contract, and Opportunity Approval, during the migration.
  • Ensuring that the transition did not disrupt business operations.

The Solution

A team of five consultants executed the migration project with precision.

Module Migration

Successfully transferred Ethical Line, Contract, and Opportunity Approval modules to the SharePoint platform.

Functionality Preservation

Ensured all features and capabilities of the original system remained intact after migration.

System Integration

Adapted the modules to align seamlessly with the client’s internal systems.

Team & Technology

Tech Stack Utilised

Platform

  • SharePoint

Migration Tools

  • Custom migration scripts and tools to ensure seamless data and functionality transfer.

Team Composition

5 consultants

The Outcome

The migration project transformed the client’s approach to managing critical business processes.

Integrated Platform

Unified processes within the SharePoint environment, improving alignment with internal systems.

Enhanced Functionality

Maintained all core features while adapting the modules to the new platform.

Seamless Transition

Delivered a disruption-free migration, enabling immediate operational use of the new system.

Improved User Experience

Ensured a user-friendly interface, boosting adoption rates and satisfaction among employees.

This migration empowered the client to leverage SharePoint’s capabilities, improving efficiency and ensuring long-term scalability for their business processes.