Oice 365 Project Management Portal for Financial Consulting Services Summary DMC developed a cohesive project management portal for a retirement plan consulting rm using O ce 365. Customer Benefits Access from every location without email attachments from a hard drive or VPN Portal for sharing documents with clients Shared marketing and sales documents Streamlined permissions and structure amongst o ces Technologies O ce 365 Powershell Solution DMC’s client merged several o ces of strategic retirement consultants across the country into one rm. The challenge was developing a system to consolidate each individual consultant’s location and methods of document management and customer resource management. No global organization system existed in the original network of documents. The la

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