CASE STUDY: Car Systems Manufacturer Migrates Parts Control System to SharePoint

This company is a supplier of high-quality in-car systems for major original equipment manufacturers around the world. They are most known for automotive technologies like advanced driver-assistance systems, premium audio systems, high-definition displays, and powertrain electronics for standard, electric and hybrid vehicles. With a North American presence since 1979, they currently operate in 50 locations.

The Challenge

The company had a SharePoint 2010 environment created to automate a paper-based Parts Control process. This SharePoint 2010 Parts Control System (PCS) contained customized functionality created by a 3rd party consulting firm in addition to workflows for the collection of data and approvals that were designed in-house. In 2019, this PCS failed to integrate with Active Directory and was no longer able to properly assign the approvals.

As a result, their IT staff had to manually reassign these approvals to managers. Additionally, the SharePoint 2010 environment would soon be out of compliance. With only one internal subject matter expert with intimate knowledge of the system, the company concluded they would need to upgrade the PCS to a more modern SharePoint environment and improve documentation to make the system accessible to a wider base of users.

The Solution

In order to get a proper scope on the proposed migration effort, Planet Technology worked with the company’s IT team and the PCS subject matter expert to conduct an initial review of the SharePoint 2010 configuration including customizations. After inspecting the farm, site and customizations, Planet Technology used the findings to create a formal Statement of Work that utilized Sharegate to migrate the content directly into a SharePoint 2019 environment.

After the initial kickoff and SharePoint 2019 configuration, the company requested that a “true workable copy” of the content database be made available, which changed the game plan for the migration. Planet Technology then performed a mock migration of the PCS to get a migration timeline and remediate any issues that arose with the custom solutions implemented.

Technologies used:

  • Azure Virtual Machines
  • Custom Actions
  • Designer
  • HTML
  • Javascript/JQuery
  • Management Shell
  • PowerShell
  • Redgate .NET Reflector
  • SQL Server
    (2012, 2014, 2019)
  • Windows Server
    (2012R2, 2016, 2019)
  • Workflows
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While the customizations caused several migration issues, they were resolved in a timely manner and documented for the production migration. Planet Technology reviewed the documentation with the company’s IT team prior to hand-off for user acceptance testing to ensure everyone was on the same page regarding the migration timeline and potential issues during testing.

The Results

Thanks to the detailed mock migration documentation and knowledge transfer process, the user acceptance testing resulted in minimal remediation items. After completing the production migration, the company’s PCS is now properly configured in a SharePoint 2019 environment along with detailed supporting documentation to ensure compliance, and effective ongoing maintenance and support moving forward. The company’s IT staff no longer has to assign approvals manually, allowing them to focus on more pressing tasks, increasing overall efficiency.