Case Study
case study
Google Workspace Migration
Investment Dealer
Client
A prominent investment dealer affiliated with the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).
The challenge
The client needed to consolidate IT processes across its multiple company affiliates, some of which were already using Google Workspace. To enhance efficiency, collaboration, and scalability, they sought to fully transition to Google Workspace as their standardized platform for existing and future affiliates.
Our solution
Requirements Gathering: Hosted detailed discovery sessions with stakeholders to identify key migration needs, business pain points, and functionality gaps.
Gap Analysis: Conducted a comprehensive mapping of business functions to determine Google Workspace’s capabilities versus existing tools and identified any required adjustments.
Analysis and Recommendations: Presented proposed solutions, including additional features available in Google Workspace. Discussed potential challenges and offered mitigation strategies for a smooth transition.
Project Management: Coordinated the migration process through project kickoff meetings, reviewed migration timelines, set budgets, and established a clear communication plan for all stakeholders.
Change Management: Handled additional requests, such as incorporating legacy data into Google Vault, as separate initiatives to avoid disrupting the main migration timeline.
Contingency Planning: Maintained a RAID log to address risks, assumptions, issues, and dependencies, ensuring a streamlined migration process.
Increased Collaboration Efforts: Engaged stakeholders throughout the data reconciliation process to confirm accuracy and alignment with business expectations.
The impact
The migration to Google Workspace was a significant milestone in achieving IT standardization across all affiliates. This initiative resulted in improved collaboration, enhanced security, and minimal downtime resulting in increased operational efficiency. With all migration objectives successfully met and no critical issues reported post-migration; Feedback from stakeholders was overwhelmingly positive.