Case study · Provincial public insurer
A governed leap from SharePoint 2016 to the cloud.
A provincial public insurer adopting Microsoft 365 needed to migrate from local drives and SharePoint 2016 to SharePoint Online without carrying old chaos into the new environment.
The challenge
Content was split between aging on-premises SharePoint and local drives, with no classification, no retention and limited visibility into what existed. User adoption was an equal risk: a governed environment nobody uses fails differently but just as completely.
The approach
We ran data discovery and content classification before migration, mapped teams to SharePoint site collections, and implemented retention policies as part of the move rather than after it. Site templates were built with PnP provisioning for consistency, migration was executed with ShareGate and post-migration issues resolved with PnP scripting. Security reviews were supported with audit reporting from the compliance center, and adoption was driven through workshops and demos. Manual PDF forms were rebuilt as Power Apps to retire paper processes alongside the move.
The outcome
The insurer landed on SharePoint Online with classification, retention and audit reporting in place from day one, department site collections mapped to how teams actually work, and users onboarded through hands-on sessions rather than email announcements.