Portfolio Description

Background and History

PenderFund Capital Management is a growing, independent, value-based mutual fund company in Vancouver with the goal of creating value by generating superior risk-adjusted returns. Their goal is to protect and grow wealth for their investors over time.

The Problem

PenderFund required assistance to migrate content from their Network Drive into their new SharePoint Online environment.

Their challenges were:

  • The Company had already started migrating content to SharePoint Online but due to limited company resources, they required expert SharePoint assistance to help with some of the larger tasks.

Our Solution

Spot Solutions was engaged by PenderFund to:

  • complete an assessment of their current file sharing and SharePoint environments.
  • Investigate migration errors/link issues.
  • Provide an estimate to rectify the problem.
  • Provide ad hoc instruction where appropriate.
  • Make recommendations of the SharePoint site functionality.
  • Develop several SharePoint Online sites for their business units.
  • Implement workflow automation and modern SharePoint features.
  • Provide a series of training sessions for end users, site owners, and the IT team.

The Impact 

PenderFund now has a fully operational SharePoint site and is experiencing the time savings of automating some of their business processes.

Now they can:

  • Access all their documents from a single source of truth.
  • Manage the platform within the business themselves.
  • Reallocate their time from repetitive business processes to more value-add tasks.
  • Train new employees using the SharePoint guides.