Case Study: Fund Evaluation Group saves over $200,000 and 200 hours with Orchestry

A Orchestry Case Study

Preview of the Fund Evaluation Group Case Study

Fund Evaluation Group saves over $200,000 and 200 hours with Orchestry

Fund Evaluation Group, a full-service investment advisory firm, faced the challenge of executing a large-scale migration from Classic to Modern SharePoint. They needed a more secure, modern platform to create consistent, templated client portals with prepopulated data and interactive web parts. They turned to Orchestry for a solution.

By implementing Orchestry's SharePoint templates and M365 provisioning, the firm seamlessly transitioned to SharePoint Online. This enabled them to create and customize multiple client portals with ease. The solution delivered significant results, saving over 200 enterprise labour hours and $200,000 in costs in less than a month, while also achieving a 400% improvement in new portal provisioning time.


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