The Challenge

The healthcare organization’s independent entity operations created numerous challenges. For location 1, inter-tenant collaboration issues arose, with guest accounts being used for Teams collaboration. Over 900 accounts across the entire organization accessed Citrix environments and relied on single sign-on (SSO) for EPIC, which led to double M365 licensing costs. Furthermore, the renewal of an Enterprise Agreement (EA) for M365 licenses required a migration to the organization’s tenant, resulting in increased EA licensing costs while canceling source agreements.

Teams Voice was also highly complex, as it had been managed by a third party and required compliance with historical voicemail retention policies. Location 2 faced similar inter-tenant collaboration issues and reliance on guest accounts.

The organization attempted a migration from on-premises Exchange Mailboxes to M365 accounts, which was only partially completed. A public folder migration was also underway, but slow to progress.
Additionally, portions of accounts were already in the organization for Citrix and EPIC SSO, further contributing to duplicate licensing costs. Like location 1, location 2 also had EA renewal and migration requirements that added complexity.

These challenges had a direct impact on business operations. The double licensing costs created significant financial overhead, while inefficient collaboration across entities hampered productivity. Existing inter-tenant collaboration solutions were neither seamless nor cost- effective, necessitating a more proactive approach.