Summary:
- Large Solar Developer building over 55 utility scale solar plants
- Created a Document Management System for the enterprise
- Migrated content from local drives and old SharePoint sites
- Secured and made auditable user access rights
- Migrated a Division they acquired into their tenant
- Project Trackers
- Land Trackers
- Compliance and EPA filings trackers
The Challenge
- A poor migration from Box.net put all files to the root site
- Poor security allowed anonymous sharing over 1,100 times, rendering most data insecure
- Need a new collaborative environment for solar plant development
- Needed tools for securely working with external parties
- No understanding of SharePoint, Teams or OneDrive so they needed a lot of training and mentoring
- Support was lacking from MSPs and no IT department
The Solutions
- SharePoint DMS
- Teams Collaboration, Viva portal
- Migration of all files
- Training of 200 employees
- Saleforce Integration
- Division Hub for acquired company
Ongoing Benefits
- Fully secured DMS
- All users trained
- All documents migrated and validated – nothing was lost
- Enterprise Google-like search
- Folders standardized for the one-stop-shop
- SharePoint, Teams, Salesforce help all from one partner, HingePoint
- Migrated companies they acquired or divested from
Who Was Helped:
- CEO had a newly organized and user friendly Intranet
- Legal and compliance team
- Department managers
- Staff had a one-stop-shop
- CIO had a trusted team to develop in an outsourced partner
- Managers had trackers in SharePoint superior to Excel tools
Systems Integrated:
- SharePoint
- Teams
- Salesforce
- Flows, Power Automate