The Towbes Group


  • Designed and built a SharePoint Online DMS for multiple departments and project teams
  • Custom training guides, 1-on-1 and group training sessions
  • Migrated data from on-premise file server to SharePoint Online
  • Investor Portal for Partners to come in and see their reports
  • Property Center with Procore Integration
  • Data rooms for external collaboration with 3rd party Entities

The Challenge

  • Enable sharing, collaboration and version control for documents, project assets and collateral
  • Migrate data to a central location where everyone can easily access it from all their devices

The Solutions

  • Document Management System built on SharePoint Online
  • Procore Integration


  • “The new system has greatly improved the efficiency of our organization. The Property Center, integrated with Procore has also been a valuable addition.”- IT Director
  • “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.”- Property Manager

Project by the numbers

  • 115 users across 15 departments
  • 50 sites protected with 50 security groups
  • Migrated 280 GB of data with 207,770 files and 26,033 folders
  • The Towbes Group has developed over 6,000 residential units and 1.8 million sq ft of commercial property

Ongoing Benefits

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

Who Was Helped:

  • The Towbes Group Employees
  • The people and businesses who rely on The Towbes Group to manage their real estate investments, development, and properties

Systems Integrated:

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