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Workspace Migration Eliminates Info Silos

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The Client

An executive search firm specializing for more than 25 years in filling executive and senior legal positions within businesses and law firms.

Business objectives include:

  • Foster long-term relationships with client firms and candidates
  • Maintain deep information sets covering client businesses, legal firms, candidates, positions, and past placements
  • Enable secure information sharing across the company
  • Foster team collaboration

The Challenge

Over the years, individual team members have built extensive data sets covering their own client businesses, legal firms, and candidates. To foster collaboration and growth, the silos needed to come down without risking the integrity of the carefully curated information.

The Solution

Design and implement a five step approach including:

  • Deploy Google Workspace Business Standard for access to Shared Drives and increased pool storage.
  • Create an access and permissions architecture to define Share management and membership.
  • For each share, defined access roles and assign creator, editor, contributor, and view-only permissions.
  • Manage a migration from personal Google Drives storage, local file servers, other cloud services, and local devices
  • Provide on-ongoing guidance and support to maintain the information store

The Results

A successful migration to Google Workspace Standard, including:

  • Shared Drives configured with well-defined managers, contributors, and viewers creates an organized system of managing, maintaining, and sharing information across the organization.
  • Simple policies to guide naming conventions and file/folder hierarchies encourage consistency and enhance searchability of the information
  • Advanced mapping ensured an organized and clear placement of files and correct permission settings.
  • Migration support included planning and reviews with each individual, ensuring no data loss and minimal operational inconvenience during the migration period.
  • On-going guidance and support reinforces norms and helps users take advantage of Google Workspace capabilities across all of the included apps.