Case Study

How a New York Marketing Agency Moved From Dropbox to Microsoft 365

A busy New York marketing agency kept its creative files in Dropbox and its email with GoDaddy, separate from each other and from its day-to-day collaboration tools. TCI brought everything together in Microsoft 365: client and creative files in SharePoint and OneDrive, email moved from GoDaddy to Exchange Online, conversations in Teams, and modern security protecting it all.

Industry: Marketing & creative services

Size: Fewer than 25 users

Location: New York

Services: Dropbox to SharePoint & OneDrive migration, GoDaddy email to Microsoft 365, Microsoft Teams, security

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Collaboration apps
Dropbox → 365
files moved to SharePoint & OneDrive
1 Platform
for files, email, chat and security
AI-Ready
foundation for Microsoft 365 Copilot

The Challenge

As the agency grew, keeping creative work in Dropbox and everything else elsewhere became harder to manage and secure.

Files in a Separate Silo

Creative assets lived in Dropbox, disconnected from the agency’s email, calendars and team communication.

Version Confusion

Finding the latest version of proposals, designs and campaign materials took too much time.

Inconsistent Sharing & Permissions

Access to client and creative files wasn’t managed consistently across the team.

No Central Device or Security Management

Without centralized identity and device management, protecting client work on laptops and phones was difficult.

overhead shot of a conference table with people sitting at it

What TCI Did

A complete move to Microsoft 365, following TCI’s Microsoft 365 migration methodology.

Discovery & Planning

A review of the agency’s Dropbox content and how the team works, followed by a SharePoint structure designed around clients and creative work.

Included: content discovery, scope planning, SharePoint architecture design and permissions planning.

Dropbox to SharePoint

Shared client and creative files moved from Dropbox into organized SharePoint libraries with role-based permissions.

Included: SharePoint Online migration, library design and migration validation.

OneDrive for Every User

Each person’s own files moved into OneDrive, accessible securely from the office, home or a client site.

Included: OneDrive for Business migration and setup.

Email Migration From GoDaddy

The agency’s email moved from GoDaddy into Microsoft 365, alongside its files and calendars.

Included: GoDaddy to Exchange Online mailbox migration with email security best practices.

Microsoft Teams

Teams for chat, meetings and collaboration, with channels connected directly to SharePoint files.

Included: Teams deployment and SharePoint integration, plus user training.

Modern Security

Identity, device and threat protection for every user, laptop and phone.

Included: Multi-Factor Authentication, Microsoft Entra ID, Microsoft Intune and Microsoft Defender.

Before & After

Before

  • ✕Creative files in Dropbox and email with GoDaddy, in separate systems
  • ✕Time lost hunting for the latest version of files
  • ✕Inconsistent sharing and permissions
  • ✕No central management of users and devices

After

  • ✓Client and creative files organized in SharePoint and OneDrive
  • ✓Co-authoring and version history on one current file
  • ✓Role-based permissions across the team
  • ✓MFA, Entra ID, Intune and Defender protecting every user and device

The Results

Improved Collaboration

Files, email, calendars and conversations now live together in one platform.

Better Document Control

Version history and co-authoring end confusion over duplicate and outdated files.

Stronger Security

MFA, device management and threat protection help safeguard client work.

Work From Anywhere

Secure access to files from the office, home and client locations.

Faster Client Response

Quicker access to project files helps the team respond to clients faster.

Foundation for AI

With content organized in Microsoft 365, the agency is ready for Microsoft 365 Copilot.

Technology Stack

Microsoft 365SharePoint OnlineOneDrive for BusinessExchange OnlineMicrosoft TeamsMicrosoft Entra IDMicrosoft IntuneMicrosoft DefenderMulti-Factor Authentication

The Business Impact

By moving from Dropbox to Microsoft 365, the agency replaced a patchwork of separate tools with one secure, connected platform for files, email and collaboration. Its team works more efficiently, client work is better protected, and the agency has a modern foundation ready for growth and AI-powered tools.

Ready to Move From Dropbox to Microsoft 365?

Learn more about our Microsoft 365 & SharePoint migration services and Copilot readiness, or contact us for a migration assessment and roadmap.

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