Case Study: a large mortgage loan company achieves a smooth SharePoint 2013 migration with Learning Tree International

A Learning Tree International Case Study

Preview of the Large Mortgage Loan Company Case Study

Aligning people, processes & technology to support transition to sharepoint 2013

A large mortgage loan company faced challenges during its migration from SharePoint 2010 to SharePoint 2013, seeking to improve collaboration and records management with minimal productivity loss. The company partnered with Learning Tree International to address the need for a structured training approach and effective change communication for its employees.

Learning Tree developed a tailored, one-day "SharePoint 2013 for Site Owners" course covering governance and best practices. This solution successfully trained over 700 employees, who rated the training an average of 3.86 on a 4-point scale. The result was a seamless migration with minimal disruption, equipping a large number of staff to become proficient SharePoint site owners.


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