Case Study: CFO Services achieves 80% faster SharePoint site template copying with AvePoint's DocAve

CFO Services Copies Customized Microsoft® SharePoint® Site Templates 80% Faster with DocAve®

CFO Services, an Omaha-based firm that helps clients secure federal, state, and local tax incentives, relied on Microsoft SharePoint to manage client sites and custom workflows. IT faced a major challenge: SharePoint couldn’t copy site templates with bespoke workflows, forcing administrators to rebuild sites manually (about five hours each) and lacking robust auditing of external user activity.

By implementing AvePoint’s DocAve Content Manager and Report Center, the team can clone templates with full fidelity—including custom workflows—in a few clicks, cutting template-to-site time by about 80% (from five hours to under one hour). The change reduced operational costs, let the small IT team scale to ~20 sites/year without new hires, and added user-specific reporting for client accountability.

CFO Services

Ray Gering

Federal Tax Consultant