Project Description

A large energy company operating out of Astoria, New York was looking for ways to save costs when it comes to maintaining their inhouse servers for SharePoint.

Chateaux was tasked with migrating this energy company’s current system of SharePoint 2013 to SharePoint Online. It was essential that existing customizations function within the new platform, and users need to be trained on the new platform.

This energy company had been using Nintex on Sharepoint 2013 for automating business workflows. While this system was user friendly, it was very expensive. For the needs of this company, a cheaper alternative would suffice.

Chateaux switched the company from Nintex to Plumsail that integrates with Sharepoint Online. Plumsail is a much more cost-efficient tool.  There were several steps that had to take place to make this transition to a new system.

First step was to migrate SharePoint 2013 to SharePoint Online. This required all content databases, master page templates, security groups, and metadata to be migrated over. Additionally, they needed their active directory integrated and their search functionality needed to be optimized.

Next step was to re-write the Nintex workflows, migrate InfoPath forms, and migrate custom forms to Plumsail. Lastly, it was important to test and confirm the new workflows and InfoPath functionality to ensure its working properly.

After the technical migration was complete, Chateaux wrote a user manual for the new Sharepoint Online system, and trained the business users on how to use their new system.

Chateaux was available for this client to fix any bugs that may originate or implement new branding, add in any customizations, and migrate content from other applications.

This energy company is very happy with the results of the migration. While it took some time to understand the new system that was put into place, this energy company saved thousands of dollars. Through switching up their system to store things on the cloud instead of on-site, they reduced the amount of resources needed and reduced the amount of server costs they pay annually.