Case Study: a leading credit union optimizes its IT infrastructure with AgreeYa Solutions' Microsoft 365 assessment

a leading credit union improves SharePoint usability across 3 locations with AgreeYa

A leading credit union providing financial products and banking services was facing challenges with its outdated SharePoint 2016 Intranet. The platform delivered a poor user experience, inefficient workflows, and a difficult search function that required multiple clicks to find information, all of which were negatively impacting organizational efficiency. The credit union engaged AgreeYa Solutions to address these issues.

AgreeYa conducted a thorough assessment of the credit union's existing SharePoint on-premises environment and Microsoft 365 licenses. Based on this, AgreeYa provided a specific set of recommendations for workplace modernization, advising on how to best utilize various tools and implement new technologies to optimize their IT infrastructure.