Secure cloud file-sharing on SharePoint for a financial firm

Problem

A financial services firm ran its file-sharing on an ageing on-premise server: frequent breakdowns, slow access for remote staff, and — most dangerous for a regulated business — no way to control who could see which folders. Access management was all-or-nothing, and every outage stopped the whole team.

Solution

• Technopeak migrated the firm's file-sharing to Microsoft SharePoint on Office 365, using licences the firm already paid for
• A permission matrix was designed first, so every department and role got exactly the access it needs — no more, no less
• All data was migrated in a controlled sequence, with file version history preserved
• Each user's OneDrive was configured for seamless access to working files from any device

Result

• Collaboration and security improved at once: files are available from anywhere, but only to the right people
• The old server was retired — no more breakdown-driven downtime, and lower IT maintenance costs
• Version history and controlled access give the firm an audit trail over its documents