US Port Success Story | Cadence Solutions

A Major US Port

A major U.S. port and key global trade hub, it drives economic growth, supports jobs, and ensures supply chain efficiency. Committed to sustainability and modernization, the port invests in infrastructure and digital transformation to enhance operations and compliance.

Client Overview

A major U.S. Port, a key player in global trade, sought to enhance its Purview Records Management capabilities within Microsoft 365. With a mission to invest in the harbor and community, drive economic growth, support jobs and trade, and protect the environment, the Port needed a scalable, future-proof solution for managing records efficiently and securely.

The Challenge

The Port faced several challenges in its digital transformation journey:

Digital Workplace Training Gap
Teams previously lacked the necessary support to navigate and effectively utilize the modern digital workplace.
Records Management Adoption
Implementing a structured and efficient records management system required strategic planning and alignment with organizational goals.
M365 Knowledge & Adoption
Employees needed comprehensive training to fully understand and leverage the capabilities of Microsoft 365.
Compliance & Governance Needs
Ensuring regulatory compliance and maintaining proper governance standards was a significant priority that required careful attention.
Change Management
Transitioning to new systems and processes presented both cultural and operational challenges that needed to be addressed.

The Solution

To overcome these challenges, the Port partnered with Cadence Solutions, leveraging our innovative, all-in-one approach to digital transformation. Our comprehensive strategy included:

Strategic Planning
A structured roadmap was developed to guide the implementation of Microsoft Purview Records Management, ensuring alignment with the Port’s long-term objectives.
Expert-Led Implementation
Records management was seamlessly integrated within Microsoft 365, enhancing operational efficiency while maintaining full compliance.
Comprehensive Training
Hands-on guidance was provided to equip teams with the necessary knowledge and tools to confidently navigate the new system.
Compliance & Governance Needs
A tailored framework was established to meet regulatory requirements and reinforce governance best practices.
Dedicated Expertise
Ongoing support, industry best practices, and customized solutions were delivered to ensure long-term success and adaptability.

The People Component

At the heart of this transformation were the people- leaders, IT professionals, records managers, and end-users who played a pivotal role in driving success. Cadence Solutions collaborated closely with:

Executive Leadership
Ensuring strategic alignment and securing executive buy-in, which was crucial for a smooth transition and ongoing success.
Records Management Teams
Equipping these teams with tailored best practices and compliance frameworks that met their specific needs, ensuring adherence to governance standards.
IT Departments
Providing unwavering support for the seamless integration of Microsoft 365, while also addressing security measures to protect data and ensure compliance across systems.

"In the market for a vendor to assist with records management in Microsoft Purview, our agency was struggling to find a reasonably priced, knowledgeable vendor that would take the time to understand our organization and adjust their approach to our business needs. Cadence Solutions has far exceeded my expectations, and the team has been amazing to work with! I highly recommend Cadence Solutions for your records management and other technical needs."

Records Program Manager, Special Purpose District in WA State

The Impact

With Cadence Solutions' expertise, the Port successfully implemented a robust records management system in Microsoft 365, ensuring compliance, scalability, and efficiency. Empowering their teams with the right tools and strategies has set them up for continued success in their digital transformation journey.

Ready to Digitally Transform Your Organization?

As a trusted Microsoft partner in Modern Work, Content AI, and the exclusive, invite-only Microsoft Risk and Compliance Advisory program, where Cadence is one of only 24 partners globally, we specialize in helping organizations harness the full power of Microsoft 365. Our expertise in Information Management, SharePoint, Purview, and the Power Platform enables us to design tailored, scalable systems that support business growth and data governance.