Pearl Interactive Network

Summary:

  • Designed and built a SharePoint Online DMS for multiple departments and program teams
  • Migrated data from existing SharePoint Online sites to new SharePoint Online DMS sites
  • Program Center to house all program specific data
  • Custom training guides, 1-on-1 and group training sessions

The Challenge

  • Department and Program teams were working in multiple locations with no one source of truth
  • Most of the data was being stored under the root level site or sub sites of the root making it hard to secure sensitive data
  • Granting access and onboarding was difficult due to lack of security governance

The Solutions

  • Document Management System built on SharePoint Online
  • Custom training guides, 1-on-1 and group training sessions
  • Lock down Department and Program sites with security groups to manage user access
  • Flatten Department and Program site folder structures

Testimonials

  • “The new system has greatly improved the efficiency of our organization. The Program Center has been key to efficiency and having all documents in one place.- COO
  • “I’m loving the new SharePoint Online DMS! The migration was smooth, and the training sessions were a huge help in getting everyone up to speed.”-VP of IT

Project by the numbers

  • 15 Department sites and 14 Program Sites
  • 29 sites protected with 130 security groups, granting different access levels
  • Migrated 280 GB of data with 207,770 files and 26,033 folders

Ongoing Benefits

  • Powerful Search
  • Standardized Folder Structure
  • Standard Naming Conventions
  • Secure Internal and External Collaboration
  • Auditable System
  • Fully Encrypted Cloud Services

Who Was Helped:

  • Pearl Employees across multiple departments (Finance, AP, AR, Payroll, Contracts, Business Development, TA, HR, E-Learning, Operations, Executive, IT and Marketing)
  • The prime contractors, government agencies and commercial enterprises who rely on Pearl to support them

Systems Integrated:

  • SharePoint Online
  • File Servers
  • Procore
  • Azure Active Directory