Financial Services & Insurance

  • “By working with ThreeWill for a Budgeting Solution on SharePoint we were able to improve the accuracy of our monthly budget outlooking process. We have moved away from stand-alone spreadsheets that manage over a 100 million operational budget to collaborative workspaces to maintain control and streamline the data collection process.”

    Senior Manager IT Administration, Fortune 200 Financial Services Company

Top 3 Financial Services and Insurance Case Studies

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.​
National Financial Advisory Firm Implements Microsoft 365 Portal Integrated with Microsoft Teams

National Financial Advisory Firm Implements Microsoft 365 Portal Integrated with Microsoft Teams

Client Profile

A national financial advisory firm with over $1.5 billion under management that specializes in the timberland investment sector.


A key component of the firm’s competitive advantage relied on a highly integrated business model that involved team members from all levels of the company organized around specific portfolios. Improving collaboration around these portfolios as well as tight integration with supporting functions was viewed as an imperative to maintaining the firm’s unique market leadership position. The leadership team targeted a digital transformation initiative, leveraging modern collaboration technologies available in Microsoft Microsoft 365, as a primary mechanism for improving collaboration.  Achieving this outcome was going to require high levels of user adoption for the new technologies being implemented across a diverse set of user personas, including office workers, light & heavy mobile workers and frequently disconnected workers that would be relatively new to a cloud-based highly collaborative technology environment.


ThreeWill worked with the firm to develop and execute an integrated strategy for technology implementation and user adoption of a Microsoft SharePoint Online-based portfolio management portal integrated with Microsoft Teams.

Business Benefits

  • Eliminated ambiguous document storage processes and streamlined role-based user access to a single source of truth documents
  • Improved ability of portfolio team members at all levels to quickly access key status information
  • Provided governance, version control, and co-authoring capabilities for portfolio documents
  • Eliminated reliance on multiple confusing email threads for process collaboration
  • Leveraged formal adoption strategy based on key business use cases and communication, training & reinforcement plans tailored to specific user personas/groups
  • Included ability to measure realized user adoption benefits for initial project results as well as ongoing health checks
  • Integrated technology project management activities with organization change management activities to deliver just-in-time user awareness and training
  • Provided a multichannel training/adoption approach leveraging early adopter/champion and mentoring programs along with virtual, in-person and on-demand training opportunities​
ADP Logo on a Building

ADP Jive to Microsoft Migration

Client Profile

ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HRpayrolltalenttimetax and benefits administration, and a leader in business outsourcing services, analytics, and compliance expertise. Their unmatched experience, deep insights, and cutting-edge technology have transformed human resources from a back-office administrative function to a strategic business advantage. To learn more about ADP, visit


ADP needed to reduce overall collaboration platform costs and consolidate on a unified collaboration platform to serve the entire organization. They also needed to support an overall strategy to leverage Microsoft 365 functions licensed by ADP while allowing the decommissioning of the current Jive instance and therefore eliminate Jive licensing costs. The migration will form the basis for a refreshed high-value collaboration tool that ADP users can leverage in their day-to-day work tasks to improve productivity.


We migrated select Jive Places and related content from the current ADP Jive instance to the ADP Microsoft 365/SharePoint Online tenant, leveraging automated migration utilities and associated consulting. We prioritized and scheduled content migration to minimize the impact on end-user access for ongoing collaboration. This included working with ADP on an overall Communication, Change Management, and Adoption effort.

Business Benefits

  • Reduced Jive licensing and ongoing support costs
  • Reviewed and eliminate unnecessary Jive Places and related content from migration efforts
  • Access to relevant information easier for users
  • Established an “ownership” mindset among teams to maintain relevant content on an ongoing basis​
  • The functionality of the new platform motivated users to view this transition as a productivity-enhancing move​
  • ADP now has a single platform for company communication, collaboration, and coordination

Financial Services

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds and some government-sponsored enterprises.

The term “financial services” became more prevalent in the United States partly as a result of the Gramm-Leach-Bliley Act of the late 1990s, which enabled different types of companies operating in the U.S. financial services industry at that time to merge.

Companies usually have two distinct approaches to this new type of business. One approach would be a bank which simply buys an insurance company or an investment bank, keeps the original brands of the acquired firm, and adds the acquisition to its holding company simply to diversify its earnings. Outside the U.S. (e.g., in Japan), non-financial services companies are permitted within the holding company. In this scenario, each company still looks independent, and has its own customers, etc. In the other style, a bank would simply create its own brokerage division or insurance division and attempt to sell those products to its own existing customers, with incentives for combining all things with one company.


Insurance is the equitable transfer of the risk of a loss, from one entity to another in exchange for money. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. An insurer, or insurance carrier, is selling the insurance; the insured, or policyholder, is the person or entity buying the insurance policy. The amount of money to be charged for a certain amount of insurance coverage is called the premium. Risk management, the practice of appraising and controlling risk, has evolved as a discrete field of study and practice.

The transaction involves the insured assuming a guaranteed and known relatively small loss in the form of payment to the insurer in exchange for the insurer’s promise to compensate (indemnity) the insured in the case of a financial (personal) loss. The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insured will be financially compensated.

Danny RyanFinancial Services and Insurance