Case Study

Swift Financial Solutions – Cloud Migration

Financial Services
Cybersecurity
Disaster Recovery & Backup

Novem migrated Swift Financial Solutions to Microsoft 365, delivering secure cloud collaboration & scalable infrastructure.

Client

Swift Financial Solutions

Date

2024

Employee Count

90+

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The challenge

Swift Financial Solutions, a leading personal finance specialist operating across multiple North West offices, needed to move away from legacy systems and embrace a modern, cloud-first IT strategy. The business required a seamless migration from outdated platforms to Microsoft 365, integration of a newly procured case management system, and improved access to shared resources across multiple sites.

With extended operating hours, 14-hours a day, seven days a week, any downtime would have a significant impact. Swift also needed a strategic IT partner to provide governance, assist with third-party integrations, and ensure the infrastructure could scale with future growth.

Our approach

Novem worked closely with Swift’s senior management team to deliver a comprehensive cloud migration and infrastructure upgrade:

Migrated email and productivity tools from Google Apps to Microsoft 365, enabling secure, cloud-based collaboration.
Created a Microsoft 365 tenant and deployed the latest Office productivity suite for all users.
Integrated the newly procured case management system into the IT environment for streamlined operations.
Designed a distributed file structure across two key business sites to ensure continuity and accessibility.
Refreshed server infrastructure and implemented a virtualised Microsoft Hyper-V platform for scalability.
Upgraded all end-user devices to modern hardware running the latest operating systems for improved responsiveness.
Deployed remote monitoring and management agents for proactive patching and support.

Overview
Technical Implementation
Timeline & Process
Disruption
Cost Saving

Overview

Novem delivered a cloud migration strategy that transformed Swift’s IT environment into a secure, scalable platform. By moving core services to Microsoft 365 and integrating critical business applications, the solution improved collaboration and operational efficiency.

Technical Implementation

The project included migration from Google Apps to Microsoft 365, deployment of a Hyper-V virtualisation platform, and integration of a new case management system. End-user devices were upgraded to modern hardware, and remote monitoring agents were installed to enable proactive patching and support.

Timeline & Process

Following a detailed consultation, Novem executed the migration in phases to minimise disruption. Email and productivity tools were transitioned first, followed by infrastructure upgrades and application integration. Remote monitoring was deployed in parallel to maintain security throughout the process.

Disruption

The migration was completed with minimal downtime thanks to careful planning and staged implementation. Staff experienced a seamless transition to new systems with full support during onboarding.

Cost Saving

By adopting a cloud-first approach and consolidating services under a managed agreement, Swift reduced reliance on legacy hardware and achieved predictable monthly costs. The virtualised infrastructure and proactive monitoring deliver long-term savings and scalability.

The results

Swift Financial Solutions now operates on a modern, cloud-first IT platform that supports its extended hours and multi-site operations. Staff benefit from secure access to email and applications from any location, while the virtualised infrastructure provides scalability for future growth. The integration of the case management system has streamlined workflows, and proactive monitoring ensures systems remain secure and up to date.

With Novem as a strategic IT partner, Swift has achieved improved productivity, reduced reliance on legacy systems, and positioned itself for long-term success.

In numbers

2

Site Distributed File Structure Implemented

90+

Employees Supported Across Multiple Sites

Proactive

Monitoring Across All Devices

Customer Stories

Make an enquiry

You will hear from either:

Mike Ryan

Director

Stephen Meadowcroft

Head of Solutions Architecture

Or if you prefer to get in contact another way, reach out from one of the methods below.

marketing@novem-it.co.uk
0800 046 9957
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