Barings

Barings is a global asset management firm with investment teams spread across multiple offices, geographies, and strategies. The collaboration stack lived in Microsoft 365, but the experience didn't. Deal teams worked in shared drives that were too generic, document governance lagged behind compliance, and routine processes — onboarding a new deal, distributing research, archiving a closed fund — ran on email threads instead of structured workflows.

Barings partnered with ACM to make Microsoft 365 work the way investment teams actually work: structured spaces per team, document libraries with real retention, and the small automations that take a hundred clicks down to one.

• 01
  SharePoint Online team sitesCustom site templates per investment strategy — deal rooms, research libraries, fund operations — built so a new team can spin up with a known shape instead of a blank tenant.
• 02
  Document governance & retentionMetadata-driven document libraries with retention labels, sensitivity classification, and policy-backed lifecycle so compliance teams aren't chasing orphan files across the tenant.
• 03
  Power Platform automationsPower Automate flows + Power Apps for the repeated moves — deal intake, approvals, archival, status handoffs — replacing email threads with auditable steps.
• 04
  Microsoft Teams integrationEach SharePoint site backed by a Teams workspace so conversation, files, and tasks live in one surface rather than three tabs.
• 05
  Identity & access governanceEntra ID groups, conditional access policies, and site-level permission hygiene so external sharing is explicit, auditable, and time-bound.

• Platform
  Microsoft 365 · SharePoint OnlineNative to the firm's existing collaboration tenant. No custom hosting, no external dependencies.
• Automation
  Power Automate · Power AppsLow-code where it earns its place; managed solutions with environment promotion (dev → test → prod).
• Identity
  Microsoft Entra IDGroup-based access control, conditional access, and external collaboration governance.
• Compliance
  Purview · retention & sensitivityLabels and policies aligned to the firm's records-management posture.