Cross Functional Case Studies

NextGear Capital

Cox Automotive’s NextGear SharePoint Migration Analysis

Client Profile

Cox Automotive Inc. makes buying, selling, owning, and using cars easier for everyone. With their technology, market intelligence, and products and services, Cox Automotive simplifies the trusted exchange and mobility of vehicles and maximizes value for dealers, manufacturers, and car shoppers.  To learn more about Cox Automotive, visit


ThreeWill helped Cox Automotive prepare for a production migration of their 2013 NextGear Capital farm from SharePoint to Office 365 Online Services.   


  • ThreeWill was able to narrow down the number of webs in the NextGear Capital Web Inventory List for the production migration from 233 to 33
  • ThreeWill worked alongside internal team members
  • Performed Trial Migrations to understand the customizations needed for future migration as well as develop an estimate

Business Benefits

Improved migration experience by:

  • Clarifying which information should be involved in the migration
  • Pinpointing business-critical customizations
  • Saving costs by dividing work between ThreeWill and Cox Automotive
Knowledge Base Strategy Planning

Knowledge Base Strategy Planning Project

Client Profile

Headquartered in Georgia, this financial services organization has over $6B in assets and over 400,000 members and is among the top 25 largest credit unions in the U.S..


This organization needed to replace a legacy Knowledge Base (KB) solution for multiple internal stakeholder groups as well as support API access for applications that support external users.


Evaluated solution alternatives:

  1. A quantitative requirements-based scoring approach
  2. A qualitative review of usability characteristics

From this, ThreeWill developed POCs for most viable candidates for the final knowledge base strategy solution.

Business Benefits

  • Narrowed focus to two alternatives while reviewing a comprehensive set of business requirements.
  • Provided business users with Proof-of-Concept solutions using samples of production data to more effectively compare usability between alternatives.
  • Identified a SharePoint Online solution based on Modern SharePoint pages that leverages additional capabilities provided by the full ecosystem of Microsoft 365 applications and infrastructure.
  • Developed an initial production project plan combining technology implementation as well as user adoption and change management elements.​
Migration Divestiture Agreement

SharePoint Migration Due to a Divestiture Agreement

Client Profile

Fortune 500 corporation based in Georgia. It is a leading company in the design and manufacturing of packaging for commercial products.


On-premise SharePoint sites needed to move to Microsoft 365/SharePoint Online and SharePoint Azure destinations due to a divestiture agreement with a Fortune 500 company.


ThreeWill developed a multi-tier migration roadmap based on a site complexity scoring assessment for all sites. This migration roadmap was leveraged to develop an optimized migration plan that included both a high velocity “lift and shift” migration factory approach and customized migration approach based upon assessed site complexity levels.

The on-premise sites included a mix of SharePoint sites spanning the spectrum from simple standard sites to complex sites with heavy customizations and enterprise application integrations. The migration effort was also subject to multiple security and compliance constraints that required a multi-stage/flexible approach for sourcing site data from within the divestiture partner secure network. The migration also had to be completed within the strict timing specified in the divestiture agreement.

Automated assessment/analysis tools were utilized as a part of roadmap development as a risk mitigation mechanism to identify/avoid potential migration issues. Wave-based migration approach supported high content volumes while providing predictable migration timelines that could be synchronized with overall change management activities

Business Benefits

  • Aligned stakeholders on timing and approach for migration for all sites prior to the start of migration execution steps.
  • Developed standard/repeatable pattern for the migration, where appropriate. This optimized the speed of the migration by utilizing a “factory” migration model.
  • Minimized downtime of critical sites by utilizing a Delta migration capability. This also allowed site owners to perform acceptance testing prior to site go-live in the target platforms.

Cross Functional

A Cross Functional team is a group of people with different functional expertise working toward a common goal. It may include people from finance, marketing, operations, and human resources departments. Typically, it includes employees from all levels of an organization. Members may also come from outside an organization (in particular, from suppliers, key customers, or consultants).

Cross-functional teams often function as self-directed teams assigned to a specific task which calls for the input and expertise of numerous departments. Assigning a task to a team composed of multi-disciplinary individuals increases the level of creativity and out of the box thinking. Each member offers an alternative perspective to the problem and potential solution to the task. In business today, innovation is a leading competitive advantage and cross-functional teams promote innovation through a creative collaboration process. Members of a cross-functional team must be well versed in multi-tasking as they are simultaneously responsible for their cross-functional team duties as well as their normal day-to-day work tasks.

Some researchers have viewed cross-functional interactions as cooperative or competitive in nature, while others have argued that organization’s functional areas are often forced to compete and cooperate simultaneously with one another (“coopetition”) and it is critical to understand how these complex relationships interplay and affect firm performance.

Decision making within a team may depend on consensus, but often is led by a manager/coach/team leader. Leadership can be a significant challenge with cross-functional teams. Leaders are charged with the task of directing team members of various disciplines. They must transform different variations of input into one cohesive final output. Cross-functional teams can be likened to the board of directors of a company. A group of qualified individuals of various backgrounds and disciplines are assembled to collaborate in an efficient manner in order to better the organization or solve a problem.

Danny RyanCross Functional