Case Study: Migration from Lotus Notes to Office 365

By admin • December 18, 2017

Client Name: Anonymous Private Bank
Industry Sector: Finance
PC Users: 50-100
Locations: Gibralter & Zurich
Date: October 2017

Client Background:

This anonymous Private Bank and Asset Management firm was founded in 1993 in Gibraltar by a group of Swiss private bankers, lawyers, asset and fund managers from Zurich, and Geneva. Their home is in Gibraltar which is highly recognised for its financial stability and its favourable business environment. Additionally, they operate an office in Zurich, one of the world’s leading financial centres. Proud of their independence, the bank upholds its values of integrity and professionalism. As a consequence, it is able to promote itself as a safe and stable financial institution, capable of providing a fully integrated private banking service.


Initially the bank approached Grey Matter, who are an IT Champion local business partner. They wanted Grey Matter to recommend an IT company who could help them with an important integration project.

The bank wanted to migrate from Lotus Notes to Microsoft Office 365 and was looking for an IT partner with a proven track record. Grey Matter recommended IT Champion because of the in-depth experience and knowledge that our IT systems engineers have demonstrated working with Office 365.


IT Champion engineers worked closely with the IT team at the bank to identify their exact requirements and create a scope of work for the project. A quotation was provided to supply the external technical resources to complete the project. It was critical that the IT Champion engineers working on the project were DBS checked for security clearance and that they complied with the banks security and regulatory procedures.

The main components of the project included:

  • Migrate 50+ mailboxes from Lotus Notes On Premises to Office 365 Exchange Online
  • Utilise a 3rd party software tool to conduct the migration
  • Work directly with the manufacturer of the tool to customise the software to address the exact requirements of the migration

All of the work was carried out remotely by IT Champion engineers and the project was managed so that the migration did not cause disruption to the bank and its users.

This complex project was a great success and it was delivered on time, to budget and is a great example of the IT systems integration services that IT Champion can provide to organisations of any size.

Further Information:

If you’re looking for a customer focused IT partner contact us today!

IT Champion makes it simple for organisations looking for change by offering the very latest forms of proactive IT support, products and services to suit almost every budget. We would love the opportunity to discuss your IT strategy to see how we may be able to help.