
Driving Collaboration and Compliance Through SharePoint Modernization

The Challenge
The client faced the need to modernize and optimize its SharePoint environments to improve scalability, ensure compliance, and enable seamless content collaboration across its global operations. Several key challenges emerged:
- Legacy Content Platforms: Outdated versions of SharePoint and OpenText Content Server required migration to SharePoint Online for scalability and modern collaboration features.
- Link Integrity and Metadata Preservation: The migration demanded retention of document links, permissions, and metadata across millions of content items.
- Governance and Compliance Needs: Required alignment with internal audit and compliance policies, including retention, disposition, and legal hold requirements.
- Disparate Site Structures: The lack of a unified Information Architecture across departments limited collaboration efficiency and content discovery.
- Manual Workflows and InfoPath Dependencies: Legacy workflow tools (like SharePoint Designer and InfoPath) needed modernization for automation and better user experience.
Our Solution
Agilisium designed and executed a comprehensive SharePoint Modernization program, covering content migration, governance enablement, security optimization, and intranet redesign.
Seamless Content Migration & Link Preservation
Migrated over 1 TB of content from legacy platforms to SharePoint Online while preserving link functionality, metadata, and access controls through automated tools.
Governance, Compliance, and Security Framework
Established compliance-ready governance models, including retention and disposition policies, audit trails, access controls via Active Directory, and SOC-2 aligned controls.
Information Architecture & Site Optimization
Redesigned departmental and program sites with a streamlined Information Architecture, metadata configuration, and centralized content tagging for improved usability and collaboration.
Workflow Modernization & Automation Enablement
Replaced legacy workflows and InfoPath forms with Power Automate, Power Apps, and SPFx-based custom components, improving efficiency, user experience, and reducing IT support dependencies.


The Outcomes
Agilisium’s modernization initiative enabled the client to migrate securely, govern effectively, and collaborate seamlessly across its global teams—while reducing manual effort and enhancing system performance.

Improved Collaboration Across Teams and Geographies
Unified platform design and streamlined site structures fostered seamless communication and content sharing.

Reduction in Document Management Time
Automation of workflows and metadata preservation minimized manual effort and improved efficiency.

Enhanced Content Discovery and Retrieval
Optimized search functionality and structured information architecture enabled faster access to relevant data.

Increase in User Adoption Rates
Simplified user experience and intranet refinements encouraged higher engagement across business units.