Case Study

Office 365 Adoption Workshop- Hedgefund

Project Summary

Because a hedge fund doesn’t produce physical products, its success relies on the knowledge and expertise of its employees. To help them share and learn more easily, SoHo was engaged to take the client’s employees’ knowledge to the next level with Outlook, OneNote, and the rest of the SharePoint / O365 platform.

The core challenge:

  • Drive acceptance and adoption of the O365 platform.
  • Increase the firm-wide user adoption of SharePoint.
  • Professionalize the use of Office applications.


Asset Management




O365, Azure

Our Role

  • In person training
  • Training videos
  • Explanation of tips and tricks that we actually use

Project Success

  • User adoption
  • Security explanation of the Document encryption process
  • User productivity win- No more emailing attachments


  • Office 365, OneNote
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