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Financial Services Company Consolidating Microsoft SharePoint and Local Storage

Company Situation

The company is a financial services company with a hybrid team setup, combining both in-person and remote employees. Their marketing team requires a more modern, centralized digital workspace capable of handling large media files and supporting collaboration across various departments and projects.

Existing Workflow

Currently, the company relies on local storage with redundant large hard drives and Microsoft SharePoint for small file sharing. They also use an outdated graphics server that is slow to connect and inefficient when handling large files, especially media assets. This setup is fragmented and lacks a unified solution for file sharing, review, and approval.

Issues with the Existing Workflow

Slow access times, with connectivity delays of several minutes and long upload durations for large files Reliance on multiple disparate systems that do not integrate well No centralized cloud-based solution, limiting remote and hybrid collaboration Legacy infrastructure that has not been updated, causing operational inefficiencies Lack of advanced media management features such as metadata-driven search, review, and approval workflows

How Shade Would Change Their Workflow

Shade offers a single, intelligent cloud-based file system designed specifically for media-heavy workflows. It combines the familiar structure of shared drives (similar to OneDrive or Google Drive) with powerful, mountable local access that streams files on demand—eliminating the need to fully download large files upfront. Shade enhances media management by integrating AI-driven metadata tagging, semantic search, and automated identification of file attributes like shot types and lighting conditions. Additionally, Shade includes built-in review and approval tools with time-coded feedback and easy sharing via secure links. This integrated platform would replace the company’s fragmented legacy systems with a streamlined, scalable solution that supports both remote and in-office teams.

Benefits

  • Faster, more reliable access to large media files without long download or upload delays
  • Centralized cloud workspace accessible to hybrid teams
  • Advanced AI-powered metadata and semantic search for quick asset discovery
  • Integrated review and approval workflows to speed up collaboration and decision-making
  • Local drive mounting for seamless file access and editing without full downloads
  • Reduction in reliance on outdated hardware and multiple disconnected platforms
  • Enhanced organization and visibility of media assets through customizable metadata and statuses