Blogs
Video Library
Community
Partners
Leadership
Our Customers
Careers
Women at SoHo Dragon
Meet SoHo People.png?width=22&height=22&name=shield%20(1).png){kind=small}
SoHo Events
Business Applications
Cyber Security
Microsoft Purview Information Protection
About SoHo Recruiting
US Staff Augmentation
US Direct Hire
Latin America
Indian Direct Hire
Gulf Region
Europe
Asia
Remote Jobs
Asset Management
Banking
Financial Markets
Health Care
Insurance
Legal
Wealth Management
Others
Training
SharePoint
Assessment
Everything AI
Copilot Workshops
SoHo Labs
PDF88
Orchestry
HubSpot to Teams Sync
SNOWDay88(1).jpg?width=22&height=22&name=monitor%20(2)(1).jpg){kind=small}
Regulation-Intel88.png?width=22&height=22&name=Team%20(1).png){kind=small}
Power-Lunch88
Cloud
Teams Video Conference
Murex Assessment
Compliance Assessment.png)
Lucidchart to Visio Assessment
Intune AssessmentCase Studies
Learn about some of our favorite engagements to enhance our customers’ efficiency, improve their ROI, and harden their security and compliance disposition.
Filters
Practice
Sector
Technology
Unlock Visio's Power: Migrate from LucidChart with Ease
By eliminating migration hurdles, Soho Dragon has empowered organizations to focus on innovation—turning complex diagrams into strategic assets.
See more
Crafting a Custom Document Generator in Dynamics with .NET
SoHo helped Ancillare generate custom proposal documents in .NET and integrate them with Microsoft Dynamics 365 and Business Central.
See more
Zoom to Teams Assessment and Deployment at bank
Bank Americas initially engaged SoHo Dragon to investigate and evaluate options for chat, video, and voice communications to decide between a Cisco-based platform or Microsoft Teams. Upon determining that Microsoft Teams was the best fit for their needs, Bank then engaged SoHo Dragon to assist with the creation of a demo environment to prove-out...
See more
SharePoint Technical Support and Support for Custom Apps
In an era driven by digital transformation, organizations increasingly turn to robust platforms like SharePoint and Microsoft 365 to streamline collaboration and enhance operational efficiency. Understanding the needs of the clients, we have offered ultimate SharePoint migration services to a variety of clients in distinct scenarios.
See more
Cross-platform SharePoint Migration services for ultimate business transformation
A reputed financial group approached SoHo to develop a comprehensive employee account management portal to make the employee onboarding process easier for their HR team.
See more
An advanced book-building tool development- an innovative solution for the capital markets
A prominent global financial institution, sought to reduce expenses associated with the widely-used third-party tool, IssueBook. They wanted totransitionto an in-house online solution for managing the traditional process of fixed-income issuance in the primary capital market.
See more
Employee Account Management Portal Development
A reputed financial group approached SoHo to develop a comprehensive employee account management portal to make the employee onboarding process easier for their HR team.
See more
Data Migration from Azure Data Lake Storage Gen1 to Gen2
With Microsoft's announcement that Azure Data Lake Storage Gen1would be deprecated by the end of February 2024, a reputed finance organization approached SoHo to migrate its substantial data warehouse of approximately 70terabytes to Gen2.
See more
Secure Deal Folder Development
A renowned provider of corporate and investment banking servicesoperates multiple departments with a vast network of employees and clients. Whenfacilitating large deals with other banks and companies, their bankers generate hundreds of documents containing sensitive and confidential information.
See more
Enabling Governance by Developing a Microsoft Teams Request Portal
A big international bank wanted to ensure that necessary patches are applied as needed on a scheduled basis. Looking at the bank’s entire IT infrastructure, SoHo’s project team put in place a scheduled plan to monitor for malware and handle patching going forward.
See more
Improving Performance with IT Help Desk Optimization
Beauty by Imagination, a consumer products company, needed to better manage help desk support for its remote workforce. SoHo came up with a long-term solution that exceeds expectations.
See more
Cloud Product Deployment Solutions - Harnessing the Power of DevOps
SoHo helped the law firm use DevOps for deployment of NGAGE solutions.
See more
California Consumer Privacy Act
To follow the law, a California-based bank needed the ability to inform customers about personally identifiable information (PII) that is collected and to respond to customer requests regarding their personal information. Read how SoHo designed a solution for managing and communicating about PII.
See more
Ensuring IT Security Through Patching at a Major Bank
A big international bank wanted to ensure that necessary patches are applied as needed on a scheduled basis. Looking at the bank’s entire IT infrastructure, SoHo’s project team put in place a scheduled plan to monitor for malware and handle patching going forward.
See more
Synching Deal Data Across Applications – Anytime, Anywhere
A large construction company needed it sales and field personnel to access sales data on mobile devices in the field. Using its own HubSpot-to-Teams application, SoHo provided a solution that keeps personnel informed of key deal information on the go.
See more
Cognos to Power BI Conversion
A bank was looking to reduce the number of software licenses it had for business intelligence. Working with SoHo, the bank was able to eliminate several licenses and consolidate is BI functions on Power BI.
See more
ADP Streamlines Document Management with PDF Markup Tool from SoHo Dragon
ADP wanted to revamp the way PDF documents are stored in its document library in SharePoint. SoHo provided the perfect solution based on its PDF markup tool. Learn more about the solution SoHo provided to streamline document management in SharePoint.
See more
Market Intelligence Leader Gets Power BI Training
The business of 1010Data, a market intelligence leader, is data. The company hired SoHo Dragon to immerse its power users in Microsoft Power Platform to find new ways to extract, model, view, and display its data.
See more
SharePoint to Make Care for High-Risk Patients Less Risky
The largest hospital network in New York wanted to improve its system to contact patients for follow-up or preventive care visits. SoHo extended the hospital’s SharePoint implementation to update patient-care records, manage patient recall procedures, and more.
See more
Protecting Information Privacy in M365
A human resources vendor handling payroll and benefits looked to enhance its regulatory compliance. Read how the company hired SoHo to help it put a strategy in place to address risk management and regulatory and legal requirements.
See more
Making Beautiful Workflows for SharePoint
The consumer products company wanted a better way to push out promotional information to its departments. SoHo created a solution based on AgilePoint that improved the company’s workflow especially to its mobile workforce.
See more
On-Prem to M365 Migration
The health-care provider had SharePoint in place, but workers found the interface difficult to use. SoHo provided a front-end solution based on the Akumina platform. The resulting solution has a single point of access and is set up to optimize the company's software investment.
See more
Application Support – Record Scanning
At a major New York-based hospital system, where the privacy of patient information is paramount, the organization needed to transition to all-digital solutions for administration, risk management, and compliance. SoHo provided an enterprise content management solution based on SharePoint.
See more
Microsoft 365 Adoption Workshop – Hedgefund
As a hedge fund transitioned to a modern digital workspace based on SharePoint and M365, it asked SoHo to help win its workforce over. SoHo worked with the company’s team to raise their confidence in and acceptance of the new tools resulting in greater acceptance of the tools and heightened productivity.
See more
Intranet Rollout
An insurance company needed to modernize its digital workplace with a cloud-based solution that catered to a largely mobile workforce. SoHo implemented the Akumina platform to ease collaboration in the company’s intranet.
See more
Security Education and Mentoring
An investment bank engaged SoHo to do a full assessment of its security posture. On the heals of that assessment, SoHo created an enterprise-wide security strategy and a plan for implementation, resulting in a hardened security infrastructure and strong security policies in place for the client.
See more
Rebuilding a Hospital's ECM in SharePoint SPFx
SoHo helped the hospital organization vastly improve the users' experience of its SharePoint-based enterprise content management system, making it easier for the organization’s 70K+ employees to use, while retaining HIPAA compliance.
See more
Nintex to Power Apps Migration
Following a merger, the new company wound up with multiple licenses for software packages with similar or overlapping functionality. SoHo helped the merged company transition to workflows developed with Microsoft Power Platform, creating a consistent work environment and lowering costs.
See more
Digital Transformation for Legal Contract Management
The law firm wanted a more efficient way to manage its data, including the setting up of policies and procedures to share, store, and collaborate with data. With SharePoint training, the firm can now optimize its use of SharePoint to meet its document management goals.
See more
Banking Regulation Sign-Offs
The Bank of Montreal asked SoHo to update the technology and procedures it used for banking regulation sign-offs. SoHo built a solution in SharePoint digitize and modernize processes, making the bank compliant with critical business regulations.
See more
SharePoint Knowledge Management Training
At Sullivan & Cromwell, law clerks, paralegals, and others needed a better way to store data and handle document management. Find out how the firm reimagined the way it shares, categorizes, stores, and collaborates with its structured and unstructured data.
See more
Intranet Reboot with LiveTiles
An investment bank needed an intranet that would be easy for its non-technical administrators to use and maintain. Using LiveTiles, a solution that integrates with SharePoint, SoHo built a highly accessible solution that reflects the company’s branding, is simple to use, and can serve in future deployments.
See more
Functional Test Automation – QA Automation
The banking client needed an automated QA solution to replace the manual process it had in place for its internal intranets. SoHo provided a solution that provided visibility, expedited delivery times, and resulted in significant savings.
See more
Risk Assessment System Moves to the Cloud with Snowflake and Power BI
With expanding business and compliance requirements, the bank needed to boost its capacity to run vital reports for factors such as Value at Risk. The solution involved transitioning its database to a more efficient cloud-based platform - Snowflake - for improved flexibility and to lower costs.
See more
Murex 3.1.39 Implementation & Support
The financial services firm chose SoHo Dragon to help it implement the Murex MX.3 platform. With the solution, the firm can test new business models in record time and is better positioned to improve risk and compliance management.
See more
Power BI and Azure Let a Large Bank Visualize Customer Data
The bank looked for a way to use its data to better communicate with its customers. With a solution based on Power BI to store and visualize data, staff in wealth management and customer service can now visualize the data to better communicate with customers.
See more
Mobile App Development Helps Financial Advisory Communicate with Clients
Engaging high-net-worth individuals in financial opportunities with a short window is a challenge, even for an experienced practitioner in the private equity secondary market. So, this Long Island-based SEC Registered Advisor decided to create an app both to notify hard-to-reach customers of opportunities on their mobile devices and to enhance...
See more
SoHo Dragon Helps International Bank Reset GRC Practices With Archer
When an audit revealed unused licenses, redundant data feeds, and obsolete reports, the international bank took steps to consolidate and streamline its GRC infrastructure. The results include more efficiency, less data, and reductions in costs.
See more
No More Case Studies Found