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
