Case study · Financial services

Digital workplace modernisation that saved £2m

A leading financial services firm set out to simplify operations, improve security and help its people work together better, by modernising its infrastructure and moving to Microsoft 365.

We guided it through the whole transition. Legacy services were transformed, flexible and secure working followed, and lower IT complexity and costs saved £2m.

  • Financial services
  • Architecture
  • Transformation
  • Digital workplace
The challenge

Simpler, safer, and easier to work together

The firm embarked on a significant technology transformation and digital workplace modernisation. It wanted to simplify operations, improve security and make collaboration easier for its people.

That meant upgrading the technology infrastructure underneath, and moving the business onto Microsoft 365 with a smooth, hassle-free upgrade.

Real estate sector, agent and buyers shaking hands over signed documents
Our approach

We guided the client through the entire transition

Legacy systems replaced, the business moved onto Microsoft 365 and the cloud, and secure access from anywhere, without the upgrade getting in the way of the work.

  • 01

    Modernise the IT systems

    Outdated systems replaced with a more efficient, streamlined infrastructure.
  • 02

    Move to Microsoft 365

    Microsoft 365 set up, and email moved from an older platform to a modern cloud-based service, so email, documents and collaboration tools work from anywhere.
  • 03

    Optimise for the cloud

    Critical business applications migrated to a secure, scalable cloud platform.
  • 04

    Work from anywhere

    Secure access to work email and data on company mobiles, and a remote working setup that made working away from the office easy.
  • 05

    Collaborate securely

    SharePoint configured for document sharing and teamwork, and user access systems updated to improve security and reduce risk.
The results

Significant business benefits

A more agile, secure and cost-effective technology environment, leaving leadership free to focus on growth and customer engagement.

  • Operational efficiency. Reduced IT complexity and maintenance costs, freeing resources for strategic initiatives.
  • Security and compliance. Stronger data protection, access controls and regulatory alignment.
  • Productivity. A flexible, collaborative and mobile workforce with modern tools.
  • Future-proof IT. A scalable foundation for continued innovation and digital growth.
  • £2m saved. Legacy services transformed, IT complexity and cost reduced, and a platform in place for ongoing improvement and innovation.
What we used

Capabilities and technology

  • Architecture
  • Transformation
  • Service optimisation
  • Digital workplace
  • Cloud
  • Infrastructure
  • Azure
  • Microsoft Intune
  • Microsoft 365
  • SharePoint
  • VMware
  • Nutanix

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Whether you are modernising your IT, upgrading your infrastructure or changing the way your teams work, we will help you deliver it properly, on time and without disruption.

Related: Microsoft 365 and Cloud services.

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