Project management intranet solution

Tech consultancy streamlines project management with a custom SharePoint intranet

Influential Software helped this consultancy manage multiple clients with ease through a SharePoint-based project management intranet.

Team working on a project management intranet system

Executive brief

Supercharging project management

Our client is a market-leading consultancy at the intersection of health and technology. When the company needed to upgrade its project management intranet, our developers delivered a custom SharePoint system. The outcomes of this SharePoint intranet design were:

faster access to information

improved staff engagement

centralised project reporting

increased client satisfaction

Wondering how we designed this project management intranet? Read on to learn more.

The full story

Purple arrow encouraging readers to scroll down for the rest of the project management intranet case study

The challenge

Intranet no longer met requirements

At the time of this project, the technology consultancy had multiple new healthcare and public sector clients coming on board. But without the right project management system, serving these new clients would be a challenge. It was clear to the company that a customised project management intranet was needed to meet the increased demand.


The client’s requirements in this SharePoint intranet design were:


  • ensuring client sites could be provisioned with a custom template
  • integrating special web parts on the modern sites into the intranet homepage
  • migrating the company’s existing documents into the new structure
  • implementing new permission levels for document management

The solution

Project management intranet design

Aware of our SharePoint development expertise, the tech consultancy engaged Influential Software to redesign its project management system.


After carefully gathering the company’s requirements, our team set about designing a new intranet in SharePoint Online. The main goals of this redesign were:


  • improving user experiences with clearer site navigation
  • creating an appealing look and feel for each client site


We achieved this with SharePoint Designer, JavaScript for the reporting features, and custom app development for the client sites.


Once the client had approved the new design, it was time to migrate the company’s documents from the old intranet. A full audit of the existing content allowed us to map it quickly to the new intranet. The SharePoint migration itself we achieved with Metalogix, the leading content migration tool for SharePoint. Metalogix also enabled us to migrate permissions from the existing intranet.

The benefits

Greater organisation and transparency

With its new project management system, the company was able to organise an increased number of projects with ease. All project-related documents were available to the staff who needed them, while retaining strong data security.


Overall, the benefits of this SharePoint intranet design were:


  • faster access to project documents and collaborative tools
  • transparent central reporting on all projects and clients
  • better ability to manage both in-house staff and contractors
  • increased client satisfaction due to project coordination

Need an intranet refresh?

From start-ups to Kent County Council, we build intranets for all kinds of businesses. To find out more, visit our digital portals page.


5th January 2021
intranet, software development, SharePoint, migration

Privacy Preference Center




Analytics cookies collect information that is used either in aggregate form to help us understand how our Websites are being used or how effective our marketing campaigns are, or to help us customise our Websites for you.

Google Analytics
The cookie _gcl_au is used by Google Analytics to understand user interaction with the website.

For example, in order for Google Analytics to determine that two distinct hits belong to the same user, a unique identifier, associated with that particular user, must be sent with each hit.

The analytics.js library accomplishes this via the Client ID field, a unique, randomly generated string that gets stored in the browsers cookies, so subsequent visits to the same site can be associated with the same user.

By default, analytics.js uses a single, first-party cookie named _ga to store the Client ID, but the cookie's name, domain, and expiration time can all be customized. Other cookies created by analytics.js include _gid, AMP_TOKEN and _gac_. These cookies store other randomly generated ids and campaign information about the user.

Google Analytics
_gcl_au, _gid, _ga, gtm_preview


WordPress uses cookies for authentication. That means that in order to log in to our WordPress site, you must have cookies enabled in your browser.

There are two types of cookies set by WordPress.
1 — Session cookies — These are ‘strictly necessary’ cookies as WordPress will not be able to function without it.
2 — Comment cookies — These are not ‘strictly necessary’ cookies and are set when users leave a comment on a post.

Wordpress Session cookies:
Users are those people who have registered an account with the WordPress site.

Wordpress comments:
Comments are usually turned off by default.
If by chance they are still active on a post, asides being turned off when spotted, data from these are not saved by Influential.
- When visitors comment on a post, they too get cookies stored on their computer. This is purely a convenience so that the visitor won’t need to re-type all their information again when they want to leave another comment. Three cookies are set for commenters:

Wordpress, Intercom
comment_author_{HASH} comment_author_email_{HASH} comment_author_url_{HASH} wordpress_[hash] wordpress_logged_in_[hash] wordpress_test_cookie wp-settings-{time}-[UID]