Manufacturer Advances Business Process Automation with SharePoint Online Migration

The manufacturer’s existing on-premises SharePoint portal struggled to support growing volumes of business data and more than 10,000 users worldwide. Performance and accessibility issues, increasing maintenance costs, and complex document management processes affected employee productivity and collaboration. The company also needed to preserve metadata, version history, and user permissions while maintaining seamless Dynamics CRM integration and ensuring a reliable, scalable migration with minimal business disruption.

Synoptek developed a customized migration strategy and built a migration tool using 40+ customization rules, CSOM, and PowerShell to transfer 2 TB of data to SharePoint Online while preserving metadata and permissions. The team enhanced the portal with modern branding, improved search, standardized document templates, automated site provisioning, and integrated Dynamics CRM Online for streamlined document access, collaboration, and role-based permissions.

We enabled the manufacturer to modernize its collaboration environment, simplify document management, and support a globally distributed workforce with a scalable cloud platform.

• Improved User Experience: Delivered a modern, mobile-responsive portal with enhanced search and collaboration capabilities.
• Reduced Maintenance Costs: Reduced administrative overhead associated with infrastructure maintenance, patching, and security management.
• Enhanced Performance and Availability: Addressed portal performance and functionality issues to improve system reliability.
• Reliable Data Migration: Migrated 2 TB of data while preserving metadata, version history, and user permissions.
• Streamlined Document Management: Improved document discovery, standardized templates, and strengthened Dynamics CRM integration to support efficient business processes.