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By Errin O'Connor, Founder & Chief AI Architect, EPC Group

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Financial ServicesSharePoint

Financial Services SharePoint Intranet Redesign

45,000 Employees - 3x Engagement Increase

Fortune 500 Investment Bank
9 months
12 consultants
45,000
Employees
70%
Search Accuracy
3x
Engagement
90%
Mobile Adoption
95%
Satisfaction
50%
Support Reduction

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

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 The existing intranet suffered from poor search functionality, outdated design, and low employee engagement.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  • Legacy SharePoint 2013 intranet with poor usability and outdated design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:

1

Phase 1: Information Architecture

Redesigned information architecture with user research, card sorting, and stakeholder workshops.

2

Phase 2: Design & Development

Created modern responsive design using SharePoint communication sites and hub site architecture.

3

Phase 3: AI-Powered Search

Implemented Microsoft Search with AI-powered relevance tuning and custom search verticals.

4

Phase 4: Personalization Engine

Deployed audience targeting, web parts, and Power Automate for personalized content delivery.

5

Phase 5: Launch & Adoption

Executed phased rollout with training, communications campaign, and change management.

Results & Impact

45,000
Employees
Global workforce engagement
70%
Search Accuracy
Improved search relevance
3x
Engagement
Triple the page views and interactions
90%
Mobile Adoption
High mobile usage on day one
95%
Satisfaction
Employee satisfaction score
50%
Support Reduction
Fewer IT support tickets

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

Quick Facts

Client
Fortune 500 Investment Bank
Industry
Financial Services
Service
SharePoint
Duration
9 months
Team Size
12 consultants

Technologies Used

SharePoint OnlineMicrosoft SearchPower AutomatePower AppsViva ConnectionsAzure Functions

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