A nationwide insurance company’s M365 transition stalled when its legal team raised concerns about eDiscovery compliance, threatening years of IT work and adding major costs. Microsoft referred the company to Lighthouse, which quickly engaged experts to bridge IT and legal priorities. Through workshops, workflow analysis, and a tailored design document, Lighthouse showed how M365 could meet legal requirements across Exchange, SharePoint, OneDrive, and Teams while enabling automation and third-party integration. This unblocked the transition, saved millions by avoiding legacy systems, restored trust between teams, and established Lighthouse as a long-term M365 partner.

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