Fund Evaluation Group Migrates to SharePoint & Saves Over $200,000 and 200 Hours with Orchestry

The Challenge

Fund Evaluation Group is a full-service investment advisory firm that was looking for a more secure and modern experience than Classic SharePoint. Their challenge was executing a large-scale migration to Modern SharePoint while creating consistent, templated client sites with prepopulated data and interactive web parts for a modern, customized experience.

The Solution

In collaboration with The PAIT Group, Orchestry enabled Fund Evaluation Group to seamlessly transition to SharePoint Online and create multiple portals with ease while enabling customization, resulting in significant time and cost savings.

Highlighted Features:

• SharePoint Templates
• M365 Provisioning