Corporate Finance Associates Worldwide: Streamlining Collaboration and Enhancing Efficiency with SharePoint and Power Platform


Project Brief As a global investment banking firm with offices across time zones, Corporate Finance Associates Worldwide's (CFAW) intranet is the lifeblood of the business. Their existing intranet was custom-built in 2003 and while still functional, they were ready for a more modern and user-friendly intranet. CFAW partnered with Compass365 to rebuild [...]

Farmers & Merchants Bank: Modernizing Collaboration and Communications in Financial Services with SharePoint 2019


Project Brief Founded in Long Beach in 1907 by C.J. Walker, Farmers & Merchants Bank (F&M Bank), a Member FDIC, has 26 branches across Southern California. In 2021, F&M Bank began a search for a Microsoft SharePoint Services Provider to facilitate the upgrade and modernization of their SharePoint 2010 sites into [...]

Oakland Museum Women’s Board: Creating a Roadmap for Modernization with SharePoint and Power Platform


Project Brief The Oakland Museum Women’s Board (OMWB) has been supporting the Oakland Museum of California for more than 60 years by conducting one of the largest rummage sales in the country, The White Elephant Sale. Ready to modernize operations but not sure where and how to start, OMWB selected Compass365 to [...]

Algood Food Company: Getting More Value from Cloud Migration and Automation


Project Brief Algood Food Company is recognized throughout the United States as one of the premier packers of private label peanut butter, jellies, and preserves. Looking to improve processes, Algood wanted to modernize their backend operations and move to the cloud. Algood partnered with Compass365 to migrate a legacy SharePoint environment [...]

Every Body Texas: Innovation Leads to Automation of Mission Critical Processes


Project Brief As the statewide Texas Title X grantee, Every Body Texas distributes millions of dollars per year to a network of 35 healthcare agencies operating more than 170 clinics across the state. This funding is critical to keeping clinics open. Compass365 worked with Every Body Texas to streamline and automate [...]

Carlisle Companies Incorporated: Driving Value with Power Platform’s Measurable Results


Project Brief Carlisle Companies Incorporated, a building products company, has been partnering with Compass365 since 2014 to design and implement business process automation solutions. Carlisle and Compass365 worked together to automate a labor-intensive manual process of feeding data into Carlisle’s line of business systems (including Oracle and SAP) using the Microsoft [...]

Cal State LA: Modernizing MyCalStateLA Intranet Portal and Sign-On Experience


Project Brief Cal State LA is the premier comprehensive public university in the heart of Los Angeles and serves more than 28,000 students. During a Microsoft 365 Assessment and Roadmap engagement with Compass365, the need for a more equitable and accessible intranet portal and sign-on experience was made a priority. Compass365 [...]

Union Rescue Mission: Supporting Citizens with Microsoft Power Platform


Project Brief As LA’s oldest and largest homeless shelter, Union Rescue Mission (URM) has been serving people experiencing homelessness in California since 1891 through their long- term transformation and rehabilitation programs and multiple facilities. The dawn of COVID-19 posed critical challenges, which led Union Rescue Mission to collaborate with Compass365 to [...]

Sakata Seed America: Digital Transformation with Compass365


Project Brief Innovation is at the core of Sakata Seed, a company that has been nourishing people and beautifying our planet with its vegetables and ornamental seeds for more than 100 years. Their journey has taken them from handwritten field notebooks to today, where they endeavor to fully automate their inner working [...]

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