SharePoint Success for a Professional Firm

OVERVIEW

Protecting a firm trusted with sensitive client data

Our client is a multidisciplinary professional services firm offering accounting, legal, financial, and consultancy services. The company helps businesses and individuals with integrated solutions, simplifying complex legal and financial matters.

CHALLENGE

Scattered data and too much manual admin

The firm’s information was spread across separate systems, making it hard for staff to find what they needed. They wanted a single source of truth that every team could access, with the right controls over who could see and change what.

Data consolidation

Data sat across multiple separate databases, with no single view for staff and no easy way to sync new input.

Automation and auditing

Client folders in SharePoint were set up manually with no full record of who changed what and when.

Access control

Only certain staff could post updates, and some client information needed to be read only for some users but editable for others.

Communication and access

Company updates, new starter information and colleague availability were hard to find, and staff couldn’t search colleagues by skill.

The firm needed one place where every team could find the right information, with the right permissions, and without the manual admin.

SOLUTION

A single pane of glass for the whole firm

A tailored digital solution was developed using cloud-based technologies, ensuring flexibility, scalability, and security while addressing the client’s core challenges.

Centralised data management

A structured platform consolidating updates and client data.

Seamless synchronisation

Data kept accurate and in step across departments.

Structured staff directory

Visibility into team availability and expertise.

Improved communication

A dynamic system for internal updates and data sharing.

Process automation

Automated workflows reducing manual effort and admin.

Access control and auditing

Permission structures with full visibility of changes.

IMPLEMENTATION

How we delivered it

Project scoping

Built a detailed scope through stakeholder meetings and several rounds of revision.

Platform setup

Set up a dedicated platform to manage data and internal workflows.

Forms and data

Designed forms and data structures, tested and refined with feedback.

Workflow automation

Automated key processes to reduce manual effort and improve consistency.

Directory and usability

Improved the staff directory and navigation so users could find information easily.

Training and handover

Refined the interface, trained the team and provided a technical guide.

OUTCOME

One platform, strong engagement and room to grow

Following the SharePoint rollout, our client now benefits from:

new features added based on user feedback

1 new features added based on user feedback

6 new features added based on user feedback

A single source of truth

All relevant data consolidated into one accessible platform.

Strong employee engagement

Engagement with homepage posts is strong across the firm.

Reduced admin workload

Automated workflows replaced repetitive manual processes.

Further enhancements planned

Senior management is exploring more improvements from user feedback.

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CONCLUSION

A scalable foundation for future growth

What began as a project to consolidate scattered data has become a platform the firm continues to develop. Employee engagement with homepage posts is strong, and senior management is now exploring further enhancements based on user feedback.