Discover how leading organizations have transformed their collaboration, document management, and workflows with SharePoint. From migrating legacy Lotus Notes systems to building modern intranet portals, these ten in-depth SharePoint case studies show the real-world impact, complete with challenges faced, solutions implemented, and measurable results.
Grab your free PDF to see detailed examples, including SharePoint 2010 and SharePoint 2013 migrations, that can inspire your next project.
Case Study 1: Implementation of a Public-Facing Website Using SharePoint 2019 On-Premises for Banking
Client Introduction
A leading commercial bank in Kuwait wanted to refresh its online presence with a modern, responsive design that would work seamlessly in both English and Arabic.
Challenge
The existing website used a static layout and lacked responsiveness, causing poor usability on mobile devices. Additionally, editors struggled to manage parallel English and Arabic versions without an integrated bilingual framework.
Solution
- Conducted on-site needs assessment in Kuwait
- Overhauled front end with JavaScript for a fully responsive design
- Built language-toggle functionality for English/Arabic
- Executed work in four Agile sprints with QA and UAT phases
Results
- Sleek, device-agnostic interface across all browsers
- Unified bilingual content management in SharePoint
- Reused existing infrastructure to minimize costs
- Provided two-week post-launch support for stability
Case Study 2: Migration & Rebuilding Lotus Notes Application to SharePoint 2013 for Pharmaceuticals
Client Introduction
An OTC pharmaceutical leader (est. 1988) used Lotus Notes for its “2B2 Online” idea-submission system.
Challenge
Their Lotus Notes UI was outdated, approvals were manual and slow, and there was no automated notification mechanism.
Solution
- Audited existing Notes forms and business workflows
- Leveraged SharePoint 2013 with Nintex Workflow
- Rebuilt forms in InfoPath 2013 for a browser-based experience
- Configured SharePoint lists to secure master data
- Implemented automated reminder notifications
Results
- Rapid user adoption through agile sprints and SME coaching
- Fully automated multi-level approvals with notifications
- Eliminated dependency on Lotus Notes client
- Reduced infrastructure cost by using existing SharePoint farm
Case Study 3: Document Management System (DMS) on SharePoint Online for an NBFC
Client Introduction
A Mumbai-based infrastructure finance company (NBFC-IFC) needed to replace fragmented network drives and personal Google Drives with a centralized DMS.
Challenge
Employees faced version conflicts, had no offline sync for field use, and resorted to insecure link sharing.
Solution
- Ran a POC, then migrated 100 GB for 100 users to SharePoint Online over two months
- Enabled co-authoring, versioning, metadata, and enterprise search
- Integrated with Teams, OneDrive, Outlook, and applied retention policies
- Used a phased “assess → remediate → migrate → onboard” approach
Results
- Central 25 TB repository with AD-controlled security
- Seamless online/offline sync via OneDrive
- Improved collaboration and zero major downtime
- Trained users on DMS and Teams integration for adoption
Case Study 4: Migration from SharePoint 2016 On-Premises to SharePoint Online for a Government Agency
Client Introduction
A U.S. agency responsible for tax and vehicle services engaged NGenious to modernize 15 TB of on-prem SharePoint content.
Challenge
Custom InfoPath forms, legacy workflows, and complex permissions required careful preservation during migration.
Solution
- Cataloged forms/workflows and upgraded InfoPath to Power Automate
- Performed initial, incremental, and final migrations with SMAT & ShareGate
- Applied site templates, themes, and permission mappings automatically
- Delivered over six months by a five-member team
Results
- 15 TB migrated with intact metadata and security
- On-time delivery led to a follow-on Power BI engagement
- Future-ready platform with automated workflows
- Comprehensive training and documentation for handoff
Case Study 5: Shared-State SharePoint Online Migration for a Government Health Agency
Client Introduction
A state health services agency needed to move from an aging on-prem SharePoint farm to a shared SharePoint Online environment.
Challenge
Coordinating with multiple vendors to migrate 15 TB of content without altering structure or permissions.
Solution
- Conducted environment analysis and set up user/group mappings
- Executed staged migrations (initial, incremental, final) via SMAT & ShareGate
- Preserved master pages, site templates, and InfoPath forms
- Utilized an on-shore/off-shore team over eight months
Results
- 15 TB moved on schedule with zero data loss
- Governance framework established for future online expansions
- Praised by the client for smooth coordination and timeliness
Case Study 6: Intranet Portal & Content Collaboration on SharePoint 2010 for Pharma
Client Introduction
A U.S. pharmaceutical firm (est. 1988) with 500 GB of disparate file shares required a unified intranet solution.
Challenge
No collaboration features, poor metadata search, and lack of governance on network drives.
Solution
- Built department-based intranet on SharePoint 2010 with custom web parts for announcements and RSS
- Migrated files via DocAve, preserving metadata and permissions
- Leveraged an on-shore/off-shore model to cut costs by two-thirds
- Enabled social tools and search refiners out of the box
Results
- Minimal downtime with intact metadata
- Threefold cost savings without quality compromise
- Improved social collaboration and search accuracy
- Simplified security via AD group scopes
Case Study 7: Migration from SharePoint 2013 to .NET for a Pediatric Hospital
Client Introduction
A 496-bed pediatric teaching hospital in Dallas, affiliated with UT Southwestern, needed to sunset SharePoint 2013 forms/workflows by April 2023.
Challenge
Custom InfoPath/Nintex solutions (e.g., PCRA, Utility Shutdown, Notifications) required full rebuild on a supported platform.
Solution
- Audited and documented existing forms/workflows
- Rebuilt them in .NET Core with a MySQL backend, hosted on Azure SaaS behind a WAF
- Converted Windows NT logins to form-based authentication
- Delivered by a cross-functional team over four months
Results
- Responsive dashboards for clinicians
- 25% faster load times
- Enhanced security via WAF and routine security testing
- Follow-on engagement awarded due to successful delivery
Case Study 8: Rebuilding Web Parts from SharePoint 2010 to SharePoint Online for Healthcare
Client Introduction
A major U.S. academic medical center needed modern, mobile-ready scheduling and reporting web parts.
Challenge
An unsupported SharePoint 2010 farm exposed them to security vulnerabilities and lacked a responsive design.
Solution
- Evaluated Azure Hybrid Connection vs. SPFx + Azure Functions
- Chose SPFx and implemented new scheduling/reporting components
- Connected to on-prem SQL via Hybrid Connection for data access
Results
- Fully migrated to SharePoint Online
- Eliminated server maintenance overhead
- Delivered modern, responsive tools for end users
Case Study 9: Custom Intranet Portal Using SharePoint 2010 for a Luxury Jewelry Retailer
Client Introduction
A 175-year-old American luxury jewelry retailer with a global footprint needed a branded, user-friendly intranet.
Challenge
Their mixed FrontPage 2003/SharePoint 2010 intranet lacked templates, mobile support, and required extensive training.
Solution
- Developed a wizard-driven web-part builder with preconfigured templates
- Employed responsive master pages using HTML5/CSS3
- Ran Agile sprints with rapid prototyping and user feedback
Results
- Nontechnical staff now create pages via an intuitive GUI
- Training time drastically reduced
- Full multi-browser and multi-device support
- Continued use of existing infrastructure for cost efficiency
Why Partner with NGenious for Your SharePoint Journey
Choosing the right team can make all the difference when moving to or modernizing SharePoint. At NGenious Solutions, our seasoned Microsoft specialists work alongside you from day one, ensuring a smooth, strategic transition:
- Discovery and Roadmapping: We start by understanding your existing systems and business goals. Together, we map out the best path forward—whether that means upgrading classic sites to the modern experience or planning a cloud-first migration.
- End-of-Life Strategy: As Microsoft phases out older platforms, we help you plan and execute upgrades at the right time—be it SharePoint 2013, 2016, or 2019—so you stay supported and secure without unnecessary rush or risk.
- Seamless Migration: Our SharePoint Migration Services cover everything from content migration to workflow recreation, ensuring your data moves safely and your users experience minimal downtime. Whether you’re shifting to SharePoint Online or refining an on-premises setup, we prioritize data integrity and user adoption.
- Tailored Enhancements: Off-the-shelf doesn’t always fit. We build custom SPFx web parts, .NET workflows, and Power Platform solutions that align exactly with your processes, unlocking new efficiencies and user experiences.
- Ongoing Governance and Support: Post-go-live, we don’t just walk away. We establish clear governance guidelines, set up retention and compliance policies, and remain on call to keep your environment running smoothly as your needs evolve.
With NGenious, you gain more than technical execution—you gain a collaborative partner committed to making your SharePoint investment truly transformational.
Other SharePoint Resources
- SharePoint Classic vs Modern
- SharePoint Classic End of Life
- SharePoint 2019 End of Life
- SharePoint 2016 End of Life
- SharePoint 2013 End of Life
- SharePoint Workflow
- SharePoint Online vs On Premise
- Migrate from SharePoint 2019 to SharePoint Online
- SharePoint Online Migration Checklist
Ready to transform your organization with proven SharePoint solutions?
Key Takeaways
- SharePoint can transform your organization by unifying documents, automating routine tasks, and fostering seamless collaboration.
- These real-world stories reveal proven approaches for successful platform migrations, modern intranet rollouts, and tailored SharePoint customizations.
- From initial assessment and strategic roadmapping to hands-on development and long-term governance, NGenious Solutions delivers end-to-end expertise.
- Download the free PDF to explore each case in depth, complete with metrics, lessons learned, and actionable insights for your own SharePoint initiatives.
SharePoint Case Studies FAQs
1. What are the use cases of SharePoint?
SharePoint supports intranet portals, document management, collaboration hubs, workflow automation, and simple case management systems.
2. Can SharePoint be used as a case management system?
Yes, by leveraging lists, libraries, Power Automate flows, and custom forms, SharePoint can handle case management scenarios.
3. What problems does SharePoint solve?
SharePoint solves content silos, standardizes processes, enforces governance, and enhances team collaboration while ensuring security and compliance.
4. What is SharePoint best for?
SharePoint is best for content management, intranet portals, collaborative team sites, and automating business processes.
5. Is SharePoint a CRM system?
While SharePoint can manage simple case tracking, a dedicated CRM like Dynamics 365 is recommended for advanced customer relationship management.
