SharePoint migration for life insurance company


One of the largest US-based mutual life insurance companies providing insurance, investment, and retirement solutions along with expert guidance to achieve lifelong financial well-being.


The client was managing product-related information using non-centralized excel workbooks with separate tabs for different insurance products distributed over multiple US states.

The file-system based management approach made the process of changing policy documents and circulating the updated version to the team a complicated and time-consuming task. Additionally, the client had no control over who could edit these documents and thus there was a need for an approval workflow and tracker to follow the evolution of these documents.


SG Analytics' team utilized Microsoft SharePoint to bring all different document versions to a single centralized repository with multi-level access controls.
  1. Our team built a web-application for maintaining a product catalog with related information and documents.
  2. Different access levels were provided for different roles to streamline change management within product catalog.
  3. We built different approval workflows for various types of operations within the portal.
  4. We implemented a version control to track the evolution of products and documents.
  5. SG Analytics embedded a notification engine to update all(or a segment) users about product-related changes.

Tools Used

SharePoint 2010 Enterprise Edition
SharePoint - Designer 2010
Power Shell

Value Delivered

SG Analytics delivered a centralized self-serve repository for maintenance and safe-keeping of all product information.
The centralized self-serve repository was free of integrity / manual inefficiency issues and highly available.