Community Preservation Corporation migrates loan documents to Microsoft SharePoint Online with ease

Jul 5, 2023 11:00:00 AM

Problem

Migrate content from FileNet to Microsoft SharePoint Online

Solution

Extract content, perform tests and migrate to a new intuitive document structure on the Microsoft 365 platform

Result

Controlled content migration from FileNet to Microsoft SharePoint Online gives employees easy and intuitive access to structured loan content with improved usability

Case Study

Community Preservation Corporation
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The Community Preservation Corporation (CPC) is a non-profit organization with Head Quarters at NYC in the USA, that provides financing for affordable housing and community revitalization. It provides a full suite of construction lending, permanent lending and equity investing products. Working alongside government agencies, local community groups, banks, and other lenders, CPC creates customized loan opportunities to stimulate multifamily housing projects. Today, it is the largest CDFI dedicated exclusively to investing in multifamily housing, having invested more than $12 billion to finance the creation and preservation of more than 220,000 units of quality housing in neighborhoods across New York State and beyond. 

To support loan processing, all relevant documents were stored in IBM’s FileNet with Navigator as the user interface. In 2023, CPC chose to migrate all document content to Microsoft SharePoint Online to leverage its cloud capabilities, improve user experience and enhance search capabilities. 

Controlled content migration from FileNet to Microsoft SharePoint Online gives employees easy and intuitive access to structured loan content with improved usability. Curious about the whole story?

Together with Xillio, we made sure employees benefit from the Microsoft folder and subfolder structure and the user-friendly search function.
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Archana Bavaswamy Rao

Assistant Vice President, Director Business Data Architecture and Development at CPC