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Case Study - Office 365 Project - Records Management, Governance & Migration

THE CHALLENGE

The Real Estate Council of Alberta (RECA) was seeking a qualified vendor to migrate existing electronic files (from file share exclusively) to Office 365 with SharePoint and Teams.  This project represents Phase 2 of RECA’s Office 365 Program.  This Phase will see the successful development and execution of a migration plan to move files from the on-premise system to RECA’s existing Office 365 tenant.  

THE OUTCOME

ARC Business Solutions (ARC) used Delivery Management Methodology (DMM) for the project management framework.  The DMM is a governance function that enables ARC’s to work effectively with RECA EIM from beginning to end.   ARC is proud to state that not only was the project on-budget; but also RECA was extremely satisfied with results especially during an awkward time during the pandemic in spring and summer of 2020.

ABOUT THE CLIENT
  • The governing body for Alberta’s real estate brokerage, mortgage brokerage, and property management. ​
  • The Real Estate Council of Alberta (RECA) is committed to the public interest by promoting the integrity of the industry and protecting consumers​.
  • RECA sets the standards for licensees to ensure they’re competent, ethical, professional, and valuable to consumers.​

Business Case

The objective was to execute a high value migration of selected content, properly store and secure the content, reconcile the move of content, and to ensure business users are equipped to effectively use this content in their day to day operational activities.  RECA was seeking these main deliverables to support their business functions:

  • Confirmed validation of current state and associated recommendations
  • Migration Readiness
  • Migration Plan
  • Migration Execution – Proof of Concept executed by BU
  • Supporting documentation
  • Training for both operational and technical personnel
  • Migration Quality & Completeness Audit

Business Solution

  • Migration Plan, including Back Out Plan
  • Migration execution – PoC rollout by BU
  • User adoption and engagement – O365 & SharePoint training sessions and supporting documentation
  • Technical knowledge transfer and supporting documentation
  • Traceability matrix
  • Audit of migration ‘from and to’ activities
  • Migration Plan, including Back Out Plan
  • Migration execution – PoC rollout by BU
  • User adoption and engagement – O365 & SharePoint training sessions and supporting documentation
  • Technical knowledge transfer and supporting documentation
  • Traceability matrix
  • Audit of migration ‘from and to’ activities

Supporting Information

ARC hosted a webinar with RECA on November 4th at 12pmMST.  Check out the webinar here:  YouTube video  also the Website post.

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