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SharePoint Intranet & Employee Portal

Financial Services Group

Overview

Designed and delivered a SharePoint Online intranet and employee portal for a financial services group, replacing a fragmented legacy environment with a structured platform built around how employees find and use information. Delivered information architecture, content migration planning, editorial governance, and an employee communications programme to drive adoption across business units post-launch.

Who This Is For

Global organisations in shipping, logistics, financial services, or manufacturing with 2,000-50,000+ employees operating across multiple countries. Typically running a legacy intranet or fragmented SharePoint environment that no longer meets the communication and knowledge-sharing needs of a distributed workforce. Common traits: complex global operations, multilingual workforce, existing Microsoft 365 investment underutilised, intranet adoption low, and growing pressure to improve employee experience and internal knowledge access.

The Challenge

The organisation intranet has grown without a coherent strategy. Content is hard to find, navigation reflects internal org structure rather than how employees work, and adoption is poor. Teams resort to email and informal channels. The SharePoint environment is poorly configured - document libraries are inconsistent, governance is absent, and search returns irrelevant results. A redesign is needed - but the intranet serves critical operational functions across multiple countries and languages. The migration must improve employee experience and information access without disrupting daily operations.

What We Propose

Intranet Strategy & Discovery - Stakeholder research, content audit, and employee needs analysis to define the scope, priorities, and governance model. Information Architecture - Navigation design and content organisation structured around how employees find information - not how the organisation is structured internally. SharePoint UX Design - Page templates, navigation patterns, and interaction design optimised for SharePoint Online and Microsoft 365. Content Migration Planning - Taxonomy, metadata framework, and migration approach to bring existing content into the new structure cleanly. Governance & Ownership Model - Editorial roles, content lifecycle policies, and publishing standards to maintain quality and relevance over time.

Why It Matters

Employee adoption - An intranet designed around employee needs, not org structure. Microsoft 365 ROI - Unlocking the value of existing investment by configuring SharePoint correctly from the ground up. Information findability - Taxonomy and search configured so employees locate the right content first time. Governance at scale - Ownership and lifecycle management that maintains quality as the intranet grows across business units and geographies.

Project Details

Client

Financial Services Group

Services

Content TechnologyContent Services
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