DMC’s client merged several offices of strategic retirement consultants across the country into one firm. The challenge was developing a system to consolidate each individual consultant’s location and methods of document management and customer resource management.
No global organization system existed in the original network of documents. The lack of organization and proper access caused document sharing issues within the firm. DMC addressed this problem by migrating the files to Office 365 and placing them into folder structures. Using a Powershell script, DMC migrated all of the disparate folders and uploaded them into a SharePoint document management system.
DMC created a client site for every client and addressed inconsistent file naming. SharePoint automatically filed documents into subfolders based on the various folder names. Migrating this network of sources into Office 365 required a full SharePoint implementation.
An extranet was developed to share some documents with clients. Due to the sensitive nature of the personal finances documents, permissions were required. Depending on sensitivity, documents may or may not be shared across all offices.
The success of this project has led to continued work with this client. DMC’s next project is to combine the firm’s various CRM systems. Another future project will automatically manage proposal generation with information already pre-embedded in SharePoint.