Client: Specialty foodservice distributor for institutions and restaurants

Client's Goals: Integrate Microsoft 365 productivity tools like Outlook, Word, Excel, etc., into the new subsidiary’s environment

Our Team's Role: Work with the distributor’s IT team to seamlessly integrate the newly acquired subsidiary into the existing Microsoft 365 environment

A specialty foodservice distributor that serves a variety of institutions and restaurants needed a flexible solution and a savvy technology advisor. Citrin Cooperman’s existing relationship with this company prepared the team to integrate the newly acquired subsidiary seamlessly into the existing Microsoft 365 environment. Citrin Cooperman’s Digital Services Practice recognized that the team needed to support the current information technology (IT) team with special handling in order to successfully move the new subsidiary to the parent’s email, SharePoint, OneDrive, and Teams. Document management and collaboration were also key elements of this project.

Challenges

• A new acquisition needed to be added to an existing Microsoft 365 environment.
• The lack of a technology team with experience with these tools created bottlenecks when trying to collect information.
• The need to see quick wins in order to make informed decisions on moving forward with future projects.

Citrin Cooperman's Approach

• Citrin Cooperman helped migrate the new subsidiary with the understanding that the team’s resources needed to be more actively involved than usual.
• The team focused on achieving a quick win to better understand their reception and the long-term needs of the distributor.

Results

• Solutions were delivered 10% under budget, establishing a quick win.
• The distributor has a proven, reliable technology advisor for future migrations.
• The newly acquired subsidiary was seamlessly integrated into the existing Microsoft 365 environment on-time and under budget.
• The distributor’s current IT team was bolstered with experienced professionals and specialized skillsets.