A mid-sized investment management firm had a clear but pressing problem: critical documents lived across aging on-premises file servers, outdated SharePoint 2013 sites, and personal drives — with no consistent permissions structure or compliance trail. The brief was straightforward: modernize the environment without disrupting daily operations or losing a single file.

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Investment firms deal in sensitive data. That insight shaped every decision — this wasn't just a migration; it was an opportunity to rebuild how the firm stores, governs, and collaborates around its most important information.

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Reality Tech brought the new environment to life by connecting the firm's operational needs with Microsoft 365's full capability stack. The migration became more than a lift-and-shift — it became a foundation for how the firm would work for the next decade.