The Challenge
The client relied on legacy SharePoint 2010/2013 environments, manual processes, and outdated document management practices, resulting in compliance risks, fragmented information, and inefficient business operations. They required a modern, secure, and compliant Records & Information Management solution within Microsoft 365.
Our Solution
InnovaGrid Tech designed and delivered a comprehensive Records & Information Management solution built on the Microsoft 365 platform. Our team implemented an enterprise-wide Information Governance Framework by leveraging SharePoint Online, Microsoft Purview, and the Power Platform.
SharePoint Migration & Modernization
- Migrated legacy SharePoint 2010/2013 environments to modern SharePoint Online using ShareGate while maintaining data integrity and minimizing business disruption.
- Designed modern SharePoint architecture using Communication Sites, Team Sites, Hub Sites, and Microsoft Teams integration.
Microsoft Purview & Information Governance
- Implemented Microsoft Purview capabilities including retention labels, retention policies, records management, audit logging, eDiscovery, and data classification.
- Designed standardized information architecture with enterprise metadata, content types, taxonomy, and document classification.
- Improved permissions management, security, and compliance across the Microsoft 365 environment.
Power Platform Modernization
- Modernized legacy InfoPath forms by developing responsive Power Apps applications.
- Automated approval workflows using Power Automate.
- Automated governance processes including site provisioning, approval workflows, archival, and lifecycle management.
Governance & Enterprise Adoption
- Developed governance standards, migration strategy, technical documentation, and operational procedures to support long-term adoption.
- Established standardized permissions and governance controls across the Microsoft 365 environment.
- Streamlined site lifecycle management including provisioning, archival, and content retention.
Key Results
- Successfully modernized legacy SharePoint environments into a scalable Microsoft 365 digital workplace.
- Established a centralized Information Governance Framework across the organization.
- Improved regulatory compliance through Microsoft Purview Records Management and retention policies.
- Reduced manual document management processes through workflow automation.
- Replaced legacy InfoPath forms with modern Power Apps applications.
- Improved document discoverability using structured metadata and content classification.
- Enhanced information security through standardized permissions and governance controls.
- Streamlined site lifecycle management including provisioning, archival, and content retention.
- Increased operational efficiency by automating governance and approval processes.
- Delivered a secure, compliant, and future-ready Records & Information Management platform supporting enterprise growth.
