Success story
Insurance Provider
Old, unsupported SharePoint left HR and Payroll stuck on manual forms and exposed to risk.
- Client
- Insurance Provider
- Industry
- Financial services
- Technologies
- SharePoint Online, Power Platform

The client is a national insurance provider that serves customers across Australia.
The challenge
An unsupported SharePoint 2010 setup was a security risk and held back HR and Payroll.
What we did
We moved this insurance provider to SharePoint Online and rebuilt the key forms and approvals in Power Platform.
We moved this insurer off an unsupported SharePoint 2010 setup and rebuilt its HR processes.
What this involved
- Reviewed and assessed the ageing SharePoint 2010 environment.
- Planned the move to SharePoint Online and Power Platform.
- Rebuilt the key HR forms and approval workflows across four business units.
- Supported an archive strategy for older content.
- Rolled out the changes in stages with training for staff.
The results
What Insurance Provider got
Payback in six months, not two years
The expected return arrived four times faster
Sensitive HR data better protected
Unsupported SharePoint 2010 risks closed out
One setup for staff worldwide
Rebuilt workflows run the same in every region
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Outcomes
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Outcomes
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