The Challenge
Mazars is an accounting and advisory firm, and professional services run on two things in tension: people need to share information freely to do good work, and client data must stay confidential and well controlled. Without a proper intranet, knowledge gets trapped in inboxes and personal drives. Without data governance, sensitive material spreads in ways no one can track. Mazars needed both problems solved together rather than one at the expense of the other.
What Evocate Delivered
Evocate delivered a theHub intranet and a data governance foundation as a single engagement:
- Discovery of how Mazars collaborates and where its sensitive data lives
- A theHub intranet on SharePoint Online, with a clear information architecture
- Data governance controls using Microsoft Purview and SharePoint permissions, including classification, retention, and access review
- Guidance on handling confidential client information consistently
- Training, UAT, and handover to the Mazars team
Outcomes
Staff now have a single, structured intranet for news, documents, and internal knowledge. Sensitive information is classified and governed rather than left to chance, so the firm can collaborate openly while keeping client confidentiality intact. Permissions and retention are applied deliberately, which reduces the quiet risk of data drifting where it should not.
Why This Matters
Accounting and advisory firms cannot treat collaboration and confidentiality as separate projects, because every shared document is also a governance question. Mazars shows Evocate can deliver the intranet people want and the controls the business needs in one coherent engagement. For any professional services firm, the message is that a good intranet and strong data governance are two halves of the same job, and they are best built together.
