How TEAM IM Transformed Our Customer's DMS Process

One of our clients, an investment advisory firm, recently identified the need for a more scalable and efficient content management system to support its expanding operations. Having outgrown their M-Files Cloud platform, they turned to Microsoft SharePoint as the solution that could better accommodate their needs. With over 7.5 TB of data, including around 1.2 million objects, the migration was no small feat. The firm required expert guidance to ensure the transition was seamless and would not disrupt daily operations.

To facilitate this complex migration, the firm partnered with TEAM IM given the deep expertise in both M-Files and SharePoint. As Gold-certified partners with both platforms, TEAM IM was uniquely positioned to manage the migration process efficiently and effectively. We utilized a licensed tool, Content Migration Suite PQM-EC1, to expedite the data transfer, ensuring that not only the files, but also critical metadata and permissions, were accurately mapped to SharePoint.

The migration project was executed flawlessly, finishing under budget and ahead of schedule. With surplus funds available, the firm opted to expand the scope of the project, inviting TEAM IM to provide a series of workshops and advisory sessions. These workshops focused on key topics such as best practices for SharePoint usage, optimal file structure and metadata management, as well as advanced features like Microsoft Copilot, SharePoint Premium, and custom site searches. The goal was to ensure that the firm’s team had a comprehensive understanding of the new platform and how to leverage its capabilities to maximize operational efficiency.

Additionally, the advisory services extended to helping the firm fully integrate SharePoint within the M365 ecosystem, guiding them on how to utilize tools like Power Platform to drive greater business value. By optimizing their SharePoint architecture and exploring new capabilities, the firm is now positioned for continued growth, with a content management solution that supports their evolving needs.

In conclusion, this partnership not only ensured the successful migration of a vast amount of data but also empowered the firm with the knowledge and tools to make the most of their new SharePoint environment. The combination of seamless migration and ongoing support has set the firm up for long-term success, driving both operational efficiency and strategic business outcomes through their Document Management System and process.