Oil-Dri Corporation of America

A two-part engagement; first to analyze content management needs and then advise on Microsoft 365 next steps, and second to design a single-department deployment model and then implement the design in partnership with Oil-Dri's resources.


Value to the Customer

  • Subject Matter Experts evaluated existing content and processes, identifying options for moving forward and potential issues before they manifested
  • Advisory services provided confidence in the solidity of the path forward without immediately committing to engineering workstreams
  • Detailed design assets provided robust transparency into the solution path
  • A pilot workstream enabled business-goal forward progress and validation of outcomes within safe budget constraints
  • Partnership between provider SMEs and client IT resources facilitated consistent knowledge transfer, improving and validating the skills of internal resources

Customer Background

Oil-Dri Corporation of America (NYSE: ODC) has been a leading manufacturer of specialty sorbent products since 1941. A vertically integrated, family controlled and operated business, ODC has subsidiaries in countries across the globe offering innovative, high quality products.

Oil-Dri's products are used in a diverse range of applications. They are sold into the pet care, fluids purification, agricultural ingredients, sports field, industrial and  automotive markets. Oil-Dri Corporation's products fulfill customers' needs by creating value from sorbent materials.


Project Highlights

  • Upgraded and migrated M-Files Cloud to M-Files On-Premise
  • Reviewed and updated vault configurations using industry best practices
  • Upgraded and refreshed Development Test Environments
  • Providing ongoing Enhanced Support

Software Involved

  • M-Files Online (Cloud)
  • M-Files On-Premise

Value to the Customer

  • Better management of valuable content and improved collaboration
  • Improved control of the M-Files platform
  • Support service leaves Regency resources to focus on core business

TEAM IM’s Contribution

  • Analyzed Oil-Dri’s current content management practices and usage
  • Documented Oil-Dri’s content and collaboration management requirements
  • Devised an advisory stratagem for Oil-Dri to have confidence in the process
  • Developed a phased roadmap to implement M365 to meet those requirements
  • Created a Solution Design specification covering all aspects of the implementation
  • Partnered with Oil-Dri's IT resources to prototype, trial, and implement SharePoint site structures and Power Automate workflows to support departmental operation
  • Supported Oil-Dri's IT resources in their mission for technical M365 independence

Previous to contracting with TEAM IM, Oil-Dri did not utilize an Enterprise Content Management (ECM) system, instead relying on a patchwork of shared drives, legacy systems, and some Microsoft 365 (via Office) collaboration and transitory content storage. Oil-Dri felt that stronger adoption of M365 could improve their content lifecycle, process consolidation, governance, and business intelligence, but they desired guidance to establish a plan and begin implementation to expand and optimize their utilization of the platform. Thanks to an earlier RFP, Oil-Dri and TEAM IM had developed a positive relationship and both organizations were excited to work together.

TEAM IM began with an advisory phase consisting of a series of workshops to observe and interrogate Oil-Dri’s content and content operations. From these workshops an advisory asset was generated by the SMEs which detailed the findings and TEAM IM’s guidance for next steps. This operation and the output provided Oil-Dri's business and departmental leaders with additional confidence in the future project processes.

As a second phase, TEAM IM worked with a pilot program department to understand their needs and requirements. The SMEs meshed this information with M365 and Power Automate configurations to develop a Solution Design Document which detailed the operations and processes to be implemented. This was reviewed and evaluated with Oil-Dri's resources for accuracy and confidence.

Next TEAM IM SMEs began implementation operations in partnership with Oil-Dri's IT resources. This served the dual mission of progressing the business goals while also improving internal IT capabilities with M365. SMEs also worked with Oil-Dri to construct a strategy for content migration, an operation which would progress later as an Oil-Dri internal project with assistance as needed from TEAM IM.

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“Partnering with TEAM IM to provide strategic guidance and initial M365 implementation enables Oil-Dri to move forward with confidence that the solution works for them and meets their requirements. We couldn’t be prouder to assist our clients as they embark on these journeys.” 

Jon Chartrand
Head of Delivery, TEAM IM

Project Highlights

  • Conducted eight Advisory workshops with business and departmental leaders
  • Developed a comprehensive report detailing takeaways and strategy ahead
  • Constructed a Detailed Design asset documenting implementation specifics
  • Developed several SharePoint sites (hub, communication, team) as pilot effort
  • Developed a content approval workflow specific to the needs of the pilot dept.
  • Worked with client IT resources to improve capabilities and confidence with M365

Software and Cloud Services Involved

  • Microsoft 365 (M365)


TEAM IM is an experienced solution company that advises, develops, implements, supports, and manages enterprise grade process, information and content management systems. For more than twenty years, TEAM has acted as a trusted advisor to our clients through our offices in Australia, New Zealand, Europe and the United States.  Our mission is to assist our client to get the most out of their investments in technology. Whether our clients are large government agencies or corporations, construction firms, accounting firms, heavy industry, or smaller organizations, we strive to deliver demonstrable business benefits and generate real return on investment for our clients.

Our products and services offer solutions to transform your business by automating and modernizing your operations.  We work hand-in-hand with our clients to understand their goals and create and execute multi-year, continuous improvement plans.  Our mission is to support and manage every solution we deliver, so we take care to design long term, future proof, maintainable solutions.  We work with best-in-class technology partners that we have carefully selected to ensure we can execute our plan and achieve our clients continuous improvement goals. 

Our products and solutions encompass Advisory Services, Implementation Services and Managed Support Services.  We specialize in Business Process Automation and Optimization, Content Platforms and Content Services and we are also a leader in Mobile App/Field Services software development and Digital Workplaces.  We have industry-specific solutions for the Construction and Accounting Services sectors, and cross-industry solutions for Accounts Payable, Contract Management, App Modernization, Field Services and File Sharing.

At TEAM IM we are passionate about delivering outstanding outcomes for you, our clients.

Talk with the experts

“TEAM IM was able to deploy a company-branded Portal, providing the required functionality and containing account data for some 7000 accounts, integrated with HelloSign and customer systems within just 6 weeks.”

Volker Schaberg
Chief Operating Officer