Case Study: Large Financial Advisory Firm achieves improved collaboration and knowledge management with Cybage Software

A Cybage Software Case Study

Preview of the Large Financial Advisory Firm Case Study

Development and support for a large financial advisory firm’s Intranet Portal

Large Financial Advisory Firm, a leading financial advisory partner to Fortune 500 companies, needed an intranet portal to improve collaboration, knowledge management, and standardized access to information, including data-aggregation portals and personalized sub-sites for more than 3,000 customers. Cybage Software was engaged to support the development and ongoing management of this portal, using MS SharePoint Online (Office 365) and related technologies.

Cybage Software delivered an intranet portal tailored to the firm’s collaboration and knowledge-management needs, along with consulting and idea exploration to shape the solution. After deployment, Cybage Software also provided continuous managed services support, helping the client improve decision-making and employee productivity through a more organized, scalable portal environment.


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