Our client Cosulich Group is a Vancouver-based, multi-generational investment group that owns and manages a portfolio of operating companies, real estate holdings, and capital investments. Their business has deep roots in marine and industrial operations on Canada’s West Coast and has since evolved into a diversified group with a strong focus on commercial real estate, land development, and investment activity.
As the organization and portfolio expanded, they needed a modern internal platform to standardize how information is stored, shared, and governed across business units, while reducing reliance on legacy storage and inconsistent practices.
The client’s document environment had become difficult to manage and harder to scale. Content was spread across legacy storage locations with limited governance, which created daily friction for staff and introduced risk around document control.
West X delivered a structured SharePoint Online document management implementation focused on establishing a long-term foundation, not just migrating files. The approach centered on building a consistent information architecture that could be repeated and expanded as the organization grows.
Cosulich Group transitioned to a centralized SharePoint document management foundation that supports consistency, security, and scale. Teams gained a clearer structure for where documents belong, reduced duplication and rework, and improved confidence in document versioning and ownership.
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