Case Study: JANA Investment Advisers reimagines team collaboration with Professional Advantage and Microsoft SharePoint

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Preview of the JANA Investment Advisers Case Study

JANA Investment Advisers boosts staff satisfaction 332% with Professional Advantage

JANA Investment Advisers, an investment advisory firm, faced challenges with inefficient internal collaboration and communication due to inconsistent ways of working and information being stored across disparate systems like email and network drives. To modernize its processes, the firm engaged Professional Advantage to implement a solution using Microsoft SharePoint and Teams.

Professional Advantage deployed a tailored SharePoint Intranet portal integrated with Microsoft Teams, featuring dedicated team sites and utilizing proprietary widgets for enhanced functionality. This solution centralized information and streamlined collaboration, resulting in significant staff satisfaction increases: a 332% improvement in finding corporate information easily, a 132% increase in finding information outside their immediate teams quickly, and an 82% rise in convenient document collaboration.


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