Clouds Connected · Case study
Programme studyFinancial services

6,000+ SharePoint sites moved to SharePoint Online for a US bank, with 200 servers retired and change windows cut to ten minutes.

A multi-year SharePoint estate modernisation at a US commercial bank, run as two parallel tracks: harden and hold the legacy platform while systematically retiring it, with the on-premises footprint dated for June 2027.

Client
A US commercial bank
Sector
Financial services
Engagement
Multi-year SharePoint estate modernisation to SharePoint Online and Azure, with the on-premises footprint retired
Period
2021 – 2027, in progress
In progress

This programme is not finished. 114 business applications, the last five complex sites and the June 2027 on-premises decommission are still ahead. It is written as work in progress and should be read that way. Delivered through a partner who holds the client paper. The client’s cost-reduction figures and acquisition activity are withheld by rule.

In brief

Enterprise SharePoint Online migration: what this engagement covered

The challenge

The bank’s starting position in 2022 is the one most large SharePoint estates reach eventually: a fragmented environment of legacy farms and virtual servers, upgrade and continuity costs that had stopped being justifiable, and the compliance exposure that comes from how many vulnerabilities such an estate accumulates.

None of that is fixed by migrating alone, because migrating takes years and the estate has to stay secure and available throughout. The bank could not treat the legacy platform as already gone, and could not stop either, since each year on the old footprint costs another year of the same.

A second constraint shaped the opening. The work began by replacing an incumbent vendor, and a programme that starts with a handover has to establish operational credibility before it earns permission to change anything.

The solution

Two tracks ran in parallel, and the defensive one came first. Track one hardened the on-premises environment, took over incident management and disaster recovery, and guaranteed continuity. Track two migrated and modernised. Running only the second is the common failure: it produces a modern target and a decaying source that still carries the business.

Migration was sequenced from volume to complexity. The site numbers tell the story better than any total:

YearTierSites migrated
2022High volume4,860
2023Complex1,277
2024Highly complex429
2025Very complex57

The count falls by two orders of magnitude while the difficulty rises, the opposite of how migration progress is usually reported. Front-loading the straightforward sites clears the estate quickly and leaves a shrinking population of hard cases to handle individually. Alongside them, 1,500 legal-hold sites moved with full historical fidelity and metadata preserved, a category where "mostly migrated" is not a status anyone accepts.

Customisations were refactored, not carried across. Roughly 1,200 Infowise and InfoPath forms became Power Apps, because an Infowise form is a configured add-in rather than a document and nothing lifts it. About 2,000 SharePoint 2010 and 2013 workflows moved to Power Automate and Nintex Cloud. Reporting left SSRS in SharePoint Mode for SSRS Native, Power BI and SharePoint Online, taking 100+ bots and 200 Tableau reports with it.

Tooling was industrialised. Sharegate, Content Matrix, the SharePoint Migration Tool and File Share Migration Manager did the moving, wrapped in 100+ custom scripts for orchestration and 200+ more for monitoring, disaster recovery and patching.

What could not move yet was kept working rather than forced. 24 business applications remain in hybrid mode through on-premises data gateways. Naming them as a hybrid population, rather than migration failures, is what lets the decommissioning plan carry a date.

The results

6,000+ sitesacross four complexity tiers, 2022 to 2025
1,500 legal-hold sitesmoved with full historical fidelity and metadata intact
3,200 legacy artefactsmodernised: 1,200 forms to Power Apps, 2,000 workflows to Power Automate
200 serversdecommissioned, with change-operation downtime under 10 minutes a month

By December 2025 the migration stood at 99.9% complete, and the support function taken over from the incumbent was answering in as little as nine seconds. The remaining work is scheduled rather than open-ended: 114 business applications and the last five complex sites through 2026, farm count down to four, server footprint under eighty, and full decommissioning in June 2027.

What changed is what the bank’s teams can assume. A platform that was a compliance liability and an unbounded cost became one where a change window is ten minutes, everyday forms and workflows run on a supported platform, and the end of the legacy estate is a date rather than an aspiration.

Technologies

Questions we get asked

Enterprise SharePoint Online migration: common questions

How do you sequence a migration of several thousand SharePoint sites?
From volume to complexity, not by department or alphabet. This estate moved 4,860 straightforward sites in 2022, 1,277 complex ones in 2023, 429 highly complex in 2024 and the last 57 very complex in 2025. The count falls by two orders of magnitude while the difficulty rises, which is the correct shape: front-loading the simple sites clears the estate fast, banks credibility early, and leaves a shrinking population of hard cases to be handled individually rather than dragged through a wave plan designed for simple content.
What happens to InfoPath forms and SharePoint 2010 or 2013 workflows in a migration?
They have to be rebuilt, not carried. On this estate roughly 1,200 Infowise and InfoPath forms were converted to Power Apps, and about 2,000 SharePoint 2010 and 2013 workflows moved to Power Automate and Nintex Cloud using the SharePoint Migration Tool. An Infowise form is a configured add-in rather than a document, so nothing lifts it. Reporting left SSRS in SharePoint Mode for SSRS Native, Power BI and SharePoint Online native integration. A migration that lifts this layer unchanged relocates the legacy estate rather than reducing it.
Can legal hold sites be migrated to SharePoint Online?
Yes, and they need their own treatment. On this estate 1,500 legal-hold sites moved with full historical fidelity and metadata preserved, because “mostly migrated” is not a status anyone can accept on content under hold. Scope them as a distinct category with their own validation rather than folding them into a general wave.
How do you keep a legacy platform running during a multi-year migration?
Run two tracks at once and start with the defensive one. Track one hardened and secured the on-premises environment, took over incident management and disaster recovery, and guaranteed continuity; track two migrated and modernised. Running only the second produces a modern target and a decaying source that still carries the business. Where applications could not move yet, 24 of them were kept working in hybrid mode through on-premises data gateways rather than forced across, which is what lets the decommissioning plan carry a date.
Related work

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SharePoint delivery under your paper

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Upgrades, migrations, recovery, patching

SharePoint Server and Microsoft 365 platform work on estates that cannot simply be rebuilt: version upgrades, tenant and content migrations, disaster recovery design and drills, performance root-cause diagnosis, and scheduled security patching on a standing cycle.

Regulated utilities, financial services, aerospace and healthcare. Based in the Greater Toronto Area, Canada; delivery across North America.

Provenance

Where these facts come from

Reconstructed from project correspondence, September 2021 to September 2026. Every figure on this page traces to a dated message, and the source citation for each sits in the accompanying fact sheet. Nothing has been estimated, rounded up, or written on the client’s behalf.

Clouds ConnectedFinancial services · multi-year SharePoint estate modernisation