Modernising Document Management Across the Enterprise
- SharePoint Online migration and design
- Data integrity and link re-mapping
- User training and change enablement
- SharePoint migration strategy
- Hub site development
- ConsultDM integration with CRM
- Custom remapping and post-migration support
Cloud-first. Cleanly migrated. Built for collaboration.
A large enterprise organisation was relying on legacy document management platforms (ConsultDM and AdminDM) to manage its operational and project documentation.
With both systems running on outdated SharePoint 2010 infrastructure, the organisation needed a secure, cloud-based upgrade that would protect content integrity while supporting more modern, collaborative work practices.
Intuit Technologies delivered a phased, low-risk migration to SharePoint Online – aligning operations to Microsoft’s modern cloud stack and rebuilding essential integrations along the way.
The Problem
- ConsultDM and AdminDM were hosted on unsupported SharePoint 2010 infrastructure
- Risk of data loss, inefficiency, and poor compatibility with modern tools
- Legacy system integrations with CRM and project platforms could not carry forward
- Migration needed to avoid disruption to project teams
The Business Impact
- Increased compliance risk and technical debt
- Poor staff experience and limited collaboration options
- Difficulty tracking engagements and accessing documents offsite
- High pressure to deliver within a short window and without data loss
The Solution
- Delivered a full pre-migration analysis and scoped transition
- Designed a new SharePoint Online architecture including the consulting Hub
- Rebuilt integration between ConsultDM and the division's project management and CRM system (ChangePoint)
- Migrated all legacy content using ShareGate and custom-developed scripts
- Created a bespoke document re-mapping tool to preserve embedded links
- Provided post-migration support, testing, and staff training
The Results
- Successful transition to SharePoint Online with no business disruption
- Streamlined collaboration and engagement management via the consulting Hub
- Reduced technical debt and improved compliance posture
- Long-term resilience with cloud-first infrastructure
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