Empowering businesses to collaborate and manage content effectively with Microsoft SharePoint
About the Client
RHN CPA is a full-service accounting firm with 4 locations across BC. They were looking for a trusted partner to help them seamlessly modernize their intranet to SharePoint Online.
Project Managed by:
- MSP Corp West
- British Columbia
The Challenge
Microsoft SharePoint 2007 was entering into its ‘End of Life,’ meaning it would no longer be supported by Microsoft with security patches or functional updates. RHN was using SharePoint 2007 on-premises servers and needed to upgrade to a more recent version of SharePoint in order to maintain security and productivity.
RHN was initially looking for a simple migration to rectify this issue. At the time, MSP Corp West was promoting the new modern interface of SharePoint Online, and so RHN was invited to a two-hour hands-on Customer Immersion Workshop (CIE) where they were able to see what the new modern interface would look like and understand how this would bring a transformative approach to their organization. The CIE allowed RHN to see the full possibilities of SharePoint Online before committing to it and so they decided to move forward with a more advanced migration.
The Solution
MSP Corp West helped RHN to upgrade their SharePoint 2007 on-premises to SharePoint Online. SharePoint Online is a powerful business collaboration and content management platform providing integration features with other cloud applications to further increase productivity.
RHN wanted to use SharePoint to create ‘one-stop-shop’ sites for staff to find everything they were looking for. To seamlessly consolidate their Calendars, MSP Corp West created Power Automate Workflows that pulled information out of Outlook and Calendars, and put it into a customized SharePoint list. Power Automate Workflows were also created to populate a SharePoint list for RHN’s staff directory by pulling information from user profiles. These changes using Power Automate gave RHN the capability to consolidate their information and resources and improve overall productivity.
In conjunction with the move to SharePoint Online, RHN was also moving business groups off file shares and into Microsoft Teams. To centralize access to information, the Teams SharePoint sites were connected to the SharePoint intranet through the global navigation. To enhance the user experience, MSP Corp West created a homepage page template for the Teams sites to replace the default standard. The template process is automated through a Site Design and Power Automate for easy use on future Teams.
Moving to SharePoint Online further allowed RHN to access the intranet from outside the office without having to use a VPN. This was a huge benefit for the organization, one that RHN were excited about, especially now with the increased need to work from home.
Benefits
