WHSmith, a renowned retail brand with a rich history, faced a challenge following a publicised data breach.

Recognising the need for robust data security and efficient management, WHSmith partnered with us at Changing Social to lead their migration to Microsoft OneDrive and SharePoint, as well as Teams.

This case study provides an in-depth examination of the project’s challenges, the strategies implemented, and the successes achieved by this pivotal project at WHSmith’s.

Why Change Was Essential

The existing systems posed some risks, with decentralised management and limited governance controls leaving the organisation vulnerable. WHSmith required a secure, centralised, modern platform to mitigate risks and enable better collaboration, prompting a migration to Microsoft OneDrive and SharePoint.

We worked from the bottom up to restore their confidence in their systems and technology.

Office

The Migration Journey

Phase 1: Laying the Groundwork with Stakeholders

Initially, engaging stakeholders was challenging due to unclear decision-making authority, which caused delays.

Changing Social guided the process, involving key stakeholders and empowering timely decisions.

This proactive approach ensured alignment and smoother execution for the entirety of the project.

Phase 2: The Migration Process

The migration to Microsoft OneDrive and SharePoint was meticulously planned.

With Governance as a focal point, the project team ensured that configurations and permissions were tailored to WHSmith’s needs. Though specific tools and methodologies weren’t disclosed, the approach emphasised security and adaptability.

Training and Communication: Preparing the Workforce

Employee readiness was a crucial aspect of the project’s success.

However, scheduling challenges meant trainers needed to adapt at a moment’s notice. At Changing Social, we have a flexible approach, which ensures WHSmith staff receive the training they need.

Lessons learned from this process led to improvements in future training workflows.

Overcoming Technical Hurdles

While technical challenges were not explicitly documented, Changing Social’s expertise helped WHSmith avoid common pitfalls, such as rushed migrations or misconfigured settings.

The team’s emphasis on upfront planning and governance helped prevent disruptions and ensured a seamless transition.

The Results: A Foundation for Future Success

As the migration had only recently concluded, tangible results were still emerging at the time of this report.

However, WHSmith’s IT leadership expressed confidence in the project’s outcomes, anticipating significant data security and operational efficiency improvements.

Lessons Learned: Insights for Future Projects

The WHSmith migration to Microsoft OneDrive and SharePoint highlighted several key takeaways for us, so we wanted to highlight the top three:

  • Stakeholder Engagement: Involve decision-makers early and ensure they are empowered to act.
  • Thorough Planning: Dedicate sufficient time to governance and configuration reviews to avoid future complications.
  • Flexibility and Adaptability: Be prepared for last-minute changes and challenges, especially when coordinating large teams.

The Changing Social Difference

WHSmith’s Programme Manager praised Changing Social for their professionalism and flexibility, particularly in managing unexpected changes.

Their collaborative approach and focus on governance earned high praise, with WHSmith’s leadership eager to work with the team again.

Advice for Organisations Considering a Migration

  • Start with a comprehensive governance and technology review to understand the tools and their capabilities.
  • Avoid rushing the process – thorough planning is key to avoiding costly mistakes.
  • Ensure data security features are properly configured to meet organisational needs.

Conclusion

WHSmith’s migration to Microsoft OneDrive and SharePoint marked a critical step forward in securing their data and improving information management. With Changing Social’s guidance, they successfully navigated the project’s complexities, setting a strong foundation for future technological advancements.

By focusing on collaboration, adaptability, and governance, Changing Social delivered a solution tailored to WHSmith’s needs, helping them secure their data and move confidently into the future.