The Problem We Were Brought In to Solve

A Toronto-based event management company was constrained by legacy Remote Desktop Services infrastructure that prevented their creative teams from running resource-intensive video editing and design software — forcing staff onto personal devices and creating security vulnerabilities. Field event managers couldn't access critical documents in real time. Persistent connection problems and system downtime jeopardised event timelines. The absence of centralised audit logs and security controls posed significant compliance risks.

Solution & Implementation

CG Technologies designed a five-week cloud transformation centred on Microsoft's ecosystem. All client data — over 5TB — was migrated from on-premises servers to SharePoint Online with customised document libraries, version control, automated workflows, and CRM integration. Microsoft Intune was deployed for mobile device management across the company's mobile workforce, enabling remote application deployment, security policy enforcement, and corporate data segmentation on BYOD devices. Microsoft 365 was fully implemented including Exchange Online with 50GB mailboxes, Microsoft Teams configured with dedicated channels per event, shared calendars, and integrated video conferencing. The entire solution was secured with multi-factor authentication, advanced threat protection, and conditional access policies. Custom PowerShell scripts resolved legacy data inconsistencies prior to migration, achieving zero data loss.

Measurable Outcomes

Productivity increased 37% as measured by task completion times. IT maintenance costs fell 28%. System uptime reached 99.9%, up from 96.5%. The creative team increased production of custom event materials by 40%, saving approximately $45,000 annually in outsourced creative work. The average event planning cycle shortened by 12 days. Client satisfaction scores improved 28% on communication effectiveness. In the first six months after migration, the company took on 15% more events without increasing headcount, generating approximately $175,000 in additional revenue.

Lessons Learned

01
Zero-Downtime Is Achievable with Careful Scheduling
Executing the cutover during the company's quietest calendar period and over a weekend meant staff arrived Monday with all tools and data fully available.
02
Data Cleanup Before Migration Pays Dividends
Custom PowerShell scripts to resolve duplicate files, broken links, and naming inconsistencies prior to transfer ensured a clean, well-organised SharePoint environment.
03
Department Champions Drive Adoption
Identifying internal advocates who received advanced training significantly reduced resistance from long-tenured employees accustomed to legacy workarounds.
04
Industry-Specific Configuration Delivers Greater Value
Customising SharePoint libraries, Teams channels, and calendars around the specific workflow of event management — rather than using generic defaults — produced measurably better outcomes.