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Financial Firm Needs a Microsoft 365 Migration and Acquisition for Scalable Growth

Updated: Jun 30, 2023

A large financial firm acquiring organizations throughout the U.S. struggles with data migration while onboarding new employees, simplifying processes, and uniting their environments. Disparate environments caused inaccurate data, insecure systems, and frustrated employees.


A financial services client of ours who has served members all over the U.S for 30 years had two separate Microsoft 365 environments: one older and one new. They needed to consolidate both systems into one so their users could collaborate seamlessly on one platform.

However, the company was overwhelmed with migrating large datasets while simultaneously trying to onboard new employees, processes, and tenants. Their disparate environments were also causing inaccurate data, insecure systems, and frustrated employees.

Using the Microsoft 365 Migration tool, Bit Titan, and cloud migration best practices from JourneyTEAM, the company was able to fully leverage Teams, OneDrive, and Outlook to unite disparate data systems, streamline data integration, and improve the user experience.



computers communicating


Merging Environments to Facilitate Business Growth

JourneyTEAM was selected to help guide this company with their Microsoft 365 migration and by implementing collaboration tools along with it. JourneyTEAM began by using a third-party migration tool to transfer data from both tenants into one parent environment. Doing so would line up the information of this company’s accounts, contacts, and email, so it would be easy to find and use without duplicates. Microsoft Teams was then implemented to allow collaboration in the same team’s environment for each user. This would allow users to communicate and collaborate in one place, and connect with OneDrive, Outlook, and other Microsoft tools.


This financial management business can now access its data more efficiently. With JourneyTEAM supporting their Microsoft 365 migration, they are prepared and ready to acquire additional environments as their opportunities grow and their business scales. And by migrating to one secure environment, they’ll be able to leverage Azure and its functionalities down the road.


Unleash the Power of Your Data with JourneyTEAM

At JourneyTEAM, we understand how valuable data is to businesses across industries. That’s why we’ve helped numerous companies streamline data integration and centralize data using Microsoft’s suite of robust data tools. And with our team of Cloud experts and talented developers, we’ll ensure that every project is done on time, on budget, and satisfies your specific goals. From data acquisitions and mergers to bolstering data security and improving collaboration, we’ll revolutionize the way you use business data.


If you’re looking to do more with your data or want additional information about Microsoft 365 migration tools or other solutions, contact a JourneyTEAM representative today!


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