Anonymized engagement summary — Financial Services SharePoint Intranet Redesign
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
45,000 Employees - 3x Engagement Increase
Outcome figures on this page are EPC Group engagement data for an anonymized client, recorded by the delivery team at project close. They are not independently audited, and no client-issued measurement is published for them. How EPC Group counts · Documented engagements
Client not named at EPC Group's discretion; this record is EPC-reported and is not part of the Evidence Center classes.
Overview
A Fortune 500 investment bank needed to modernize their legacy SharePoint 2013 intranet that served 45,000 employees globally. The existing intranet suffered from poor search functionality, outdated design, and low employee engagement. The new intranet needed to support mobile access, personalization, and integration with business applications.
The Challenge
The financial institution faced significant intranet modernization challenges:
- Legacy SharePoint 2013 intranet with poor usability and outdated design
- Poor search functionality resulting in information silos across departments
- Limited mobile access for trading floor and field employees
- No personalization capabilities for role-based content delivery
- Complex integration requirements with trading systems and compliance tools
- Need to maintain SEC, FINRA, and SOC 2 compliance throughout redesign
Our Solution
EPC Group designed and deployed a modern SharePoint Online intranet:
Phase 1: Information Architecture
Redesigned information architecture with user research, card sorting, and stakeholder workshops.
Phase 2: Design & Development
Created modern responsive design using SharePoint communication sites and hub site architecture.
Phase 3: AI-Powered Search
Implemented Microsoft Search with AI-powered relevance tuning and custom search verticals.
Phase 4: Personalization Engine
Deployed audience targeting, web parts, and Power Automate for personalized content delivery.
Phase 5: Launch & Adoption
Executed phased rollout with training, communications campaign, and change management.
Results & Impact
Quick Facts
- Client
- Fortune 500 Investment Bank
- Industry
- Financial Services
- Service
- SharePoint
- Duration
- 9 months
- Team Size
- 12 consultants
Technologies Used
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Case studies with the instrument, the scope and the limitations stated. Each page names its verification class; results are claimed only from project records.
- Samsung Semiconductor, Inc. — SharePoint Server 2019 build and deployment: custom user experience, navigation, web parts, search, enterprise-application integration, quality assurance and training (2021)Samsung Semiconductor, Inc. · 2021 · Contracted — countersigned
- Canadian Forces Morale & Welfare Services (CFMWS) — SharePoint consulting support (2014)Canadian Forces Morale & Welfare Services (CFMWS) · 2014 · Contracted
- Stryker Corporation — SharePoint Center of Excellence development (2012)Stryker Corporation · 2012 · Delivered — payment-corroborated (client payment records published)
- Federal Reserve Bank of New York — SharePoint best-practices needs assessment, architecture and governance gap analysis, roadmap for a global SharePoint Center of Excellence across the twelve Reserve Bank districts (2010)Federal Reserve Bank of New York · 2010 · Contracted — countersigned, with historical work product
- National Archives and Records Administration (NARA) — SharePoint records management and Center of Excellence advisory and implementation support (2010)National Archives and Records Administration (NARA) · 2010 · Work-product evidenced — presentation on file; evidence record pending