CG TECH

Success story

Insurance Provider

Old, unsupported SharePoint left HR and Payroll stuck on manual forms and exposed to risk.

SharePoint + Power Platform Financial services
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Client
Insurance Provider
Industry
Financial services
Technologies
SharePoint Online, Power Platform
Insurance Provider

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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