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Nonprofit• Case Study

Modernizing a National Nonprofit's Digital Backbone

Transforming fragmented data into actionable intelligence. We engineered a custom solution handling vast datasets to give stakeholders secure, real-time visibility.

Modernizing a National Nonprofit's Digital Backbone
60,000+consulting Hours
50,000users
15subsites

The Challenge

A large national nonprofit ran three separate SharePoint environments on aging MOSS 2007 infrastructure with 50,000 user accounts and deep customizations. They needed to migrate to modern platforms while maintaining a tight, real-time CRM-dependent registration workflow.

Architecting the Solution

WeSucceed led a structured, five-phase migration program moving the client from MOSS 2007 to SharePoint 2010 and 2013. We automated content and metadata migration using Sharegate, built a web service for real-time Dynamics CRM synchronization, and rolled out an improved governance policy.

RESULTS

Transformative Impact

Unified digital platform replacing three fragmented, aging environments.

Faster, cleaner migrations through automated content type application and metadata tagging.

Seamless CRM integration for membership registration and validation.

Improved search visibility and SEO best practices applied across the portal.

Leaner footprint by migrating only actively used applications.

Streamlined multi-departmental communications resulting in 20% higher engagement.

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