Case Study: Fund Evaluation Group accelerates SharePoint Online migration with Orchestry

Fund Evaluation Group Strikes SharePoint Online Migration Gold Leveraging Templating

Fund Evaluation Group (FEG), an investment consultancy, faced a daunting migration from SharePoint Classic to SharePoint Online. Their challenge was to efficiently provision hundreds of secure, modern, and consistent client portals, a process that was time-consuming and required complex PowerShell scripts. They partnered with Microsoft 365 consultant PAIT Group and leveraged Orchestry's templating and provisioning capabilities to streamline this transition.

The solution implemented by Orchestry enabled FEG to create standardized, pre-populated client portals in minutes instead of hours. This resulted in massive efficiencies, including a 400% time saving per portal, a total of 200 enterprise man-hours saved, and cost savings of $200,000 USD in under six months. To date, FEG has provisioned over 500 client portals using Orchestry and continues to use it for onboarding new clients.

Fund Evaluation Group

Michelle Poe

IT Systems Manager