TEAM IM Assists A Financial Company With Microsoft 365

The Problem

TEAM IM was approached by the company with a need for general expertise with Microsoft 365 and a desire to expand their support system for classification and content security. While they confidently relied on a third-party cloud content provider to store and protect their operational data; the business was eager to improve operational security and efficiency while evolving and scaling up their business. Implementing security, retention, and classification measures correctly was of utmost importance to protect sensitive corporate and financial data. They decided to search for an advanced productivity platform that could provide the necessary support for their secure data and help streamline operations.

The financial company had been using a third-party cloud content provider and didn’t feel there was sufficient support for classification and content security measures. Given the nature of their business, their content includes sensitive corporate and financial data, which is why robust and evolving security, retention, and classification measures are critical. Essentially, the business needed a more advanced productivity platform that would provide the necessary controls for their data while also improving collaboration and productivity.

After thorough investigation, they realized the Microsoft 365 (M365) SaaS ecosystem would help them achieve greater efficiency in their day-to-day and big picture company activities. They also knew they would need expert guidance from a partner that has extensive experience in planning, developing, and implementing IT solutions.

As the company had a long-standing relationship with TEAM IM, and was aware of the value that they brought to the table, this financial services company called upon the experts at TEAM IM to help.

TEAM IM’s Solution

The first step in providing the necessary guidance to the financial company was conducting a comprehensive determination of their current state and then matching business needs to technical outcomes. TEAM IM brought together a group of international M365 resources to conduct labs and workshops with key company personnel. Through this process, TEAM IM researched, documented, and determined several optimal M365 operations for the financial services company to implement to meet their objectives. TEAM IM resources assisted the business's IT with implementation questions and concerns throughout the endeavor.

With TEAM IM’s help, M365 continues to evolve as a process and content backbone.