Case Study: Transforming Communication and Efficiency: The Successful Migration of Private Banking Strategies to Microsoft Office 365

The firm decided to transition from their IMAP system to Microsoft Office 365. This solution provided a comprehensive suite of tools and enhancements tailored to their needs.

Implementation:

1. Mailbox Size Increase:
   • Office 365 increased mailbox size from 20GB to 50GB, significantly reducing storage-related issues and allowing for better email management.
2. Shared File Storage:
   • With Office 365, the firm gained access to OneDrive and SharePoint, providing robust shared file storage and improving collaboration among employees.
3. Enhanced Spam Filtering:
   • The advanced spam filtering capabilities in Office 365 offered more control, significantly reducing the number of unwanted emails and enhancing security.
4. Office Applications Integration:
   • All users received access to the latest versions of Office applications (Word, Excel, PowerPoint, Outlook), streamlining workflows and ensuring compatibility across the organization.
5. Reliable Communication:
   • The transition to Office 365 improved email reliability, ensuring that time-sensitive communications were sent and received promptly without technical interruptions.
6. Email Migration:
   • Employ a migration tool to import all existing emails for each account. Following the update of DNS MX records, the tool was executed again to capture any emails received before and during the transition.