The project aimed to replatform the CRM system to Microsoft Azure and bring the application up to date, ensuring future support and security. It also became essential to improve visibility of the system’s architecture, clarify integration points, and put in place better project planning and governance practices across teams.

Harmeston Consulting supported a law firm through a complex, multi-system upgrade, initially driven by the need to move from iManage 9 to version 10. What started as a straightforward document management system refresh revealed a deeper challenge. The core systems were highly dependent on one another, and two key applications, Workshare Compare and Workshare Protect, had been acquired by another vendor and were being decommissioned.

A global law firm approached Harmeston Consulting for support with a technology transition that had become more than just a software swap. After being pushed to adopt anew transactional collaboration tool through a vendor acquisition, the firm's lawyers found themselves dissatisfied with the replacement product

The client needed to upgrade “Interaction,” their enterprise-wide Customer Relationship Management system (CRM), from an unsupported version and re-platform its infrastructure from end-of-life 2012 on-prem servers to an Azure platform.