---
title: "Strategic Wealth Case Study — USC Data"
url: https://uscdata.com/case-studies/strategic-wealth
description: "Strategic Wealth migrated from a legacy content management platform to SharePoint without carrying forward legacy data risk. Across 338,674 files, 44,532 documents containing PII were identified, classified, and remediated before cutover — leaving a clean, structured, auditable environment aligned to the Australian Privacy Act."
lang: en-US
---

PII Discovery & Migration

# Strategic Wealth

Strategic Wealth migrated from a legacy content management platform to SharePoint without carrying forward legacy data risk. Across 338,674 files, 44,532 documents containing PII were identified, classified, and remediated before cutover — leaving a clean, structured, auditable environment aligned to the Australian Privacy Act.

Back to Case Studies: https://uscdata.com/case-studies

## Transforming Strategic Wealth Through Strategic Solutions

### Project Objectives

Strategic Wealth was moving from a legacy content management platform to SharePoint and wanted to ensure that legacy data risks were not carried forward. In large document environments, Personally Identifiable Information can quietly accumulate across files and, if unmanaged, creates compliance exposure under the Australian Privacy Act, as well as operational inefficiency and unnecessary data retention. The objective was full visibility of sensitive data, targeted remediation, and a structured destination environment that staff could trust.

### Our Solutions

Umlaut Solutions delivered the engagement end-to-end using our Priivacy™ discovery toolset, with minimal lift required from the client team:

- ● 338,674 files were scanned to identify sensitive data and risk exposure across the full dataset.
- ● 44,532 files containing PII were identified, classified, and reported so the business could make informed decisions on what required action.
- ● Identified data was remediated through targeted redaction within documents, preserving usable content while removing risk.
- ● Custom identifiers including SRN numbers, HIN numbers, and Director IDs were detected and remediated alongside standard PII categories.
- ● The final dataset was migrated into SharePoint with aligned metadata and supported by formal remediation reporting for audit and compliance evidence.

### Results & Benefits

The engagement delivered a clean, structured, and compliant dataset inside SharePoint:

- ● Data was reviewed, refined, and standardised, lifting overall quality and usability while reducing privacy and retention risk.
- ● The new environment is structured, auditable, and aligned to compliance expectations under the Australian Privacy Act.
- ● Leadership has clear visibility across records and confidence in the quality of information underpinning advice and operations.
- ● The project was delivered with minimal disruption, allowing internal staff to remain focused on client work.

> "The project was delivered seamlessly with minimal input required from our team. Umlaut managed the process end-to-end, and we now have a well-structured SharePoint environment that supports how we operate going forward."
>
> — Mike Jeffs, Strategic Wealth

Tools used on this engagement

Explore Priivacy™ — PII discovery & remediation (https://uscdata.com/priivacy)

### Ready to Transform Your Business?

Discover how our expertise can help your organisation achieve similar results.

Get in Touch (https://uscdata.com/contact)

Image: Strategic Wealth logo (https://uscdata.com/assets/strategic-wealth-logo-DTAMQRv3.jpg)

#### Client

Strategic Wealth

#### Initial Engagement

2025

#### Services

PII Discovery & Remediation: https://uscdata.com/priivacy
Data Migration: https://uscdata.com/services/data-migration
SharePoint Structuring: https://uscdata.com/services/m-files
Metadata Alignment: https://uscdata.com/services/metadata
Compliance Reporting: https://uscdata.com/services/grc

Start Your Project: https://uscdata.com/contact

## Structured data

```json
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "@id": "https://uscdata.com/#organization",
  "name": "USC Data",
  "url": "https://uscdata.com/",
  "logo": "https://uscdata.com/usc-data-logo.png",
  "description": "USC Data cleans, governs, and restructures business data so AI, Copilot, audits, automation, and growth are safe — not risky.",
  "founder": {
    "@type": "Person",
    "name": "Shane Reid"
  },
  "email": "connect@uscdata.com",
  "telephone": "+1-844-988-1444",
  "sameAs": [
    "https://www.linkedin.com/company/usc-data"
  ],
  "address": {
    "@type": "PostalAddress",
    "streetAddress": "7700 Windrose",
    "addressLocality": "Plano",
    "addressRegion": "TX",
    "postalCode": "75024",
    "addressCountry": "US"
  },
  "areaServed": [
    {
      "@type": "Country",
      "name": "United States"
    },
    {
      "@type": "Country",
      "name": "Australia"
    },
    {
      "@type": "Country",
      "name": "United Kingdom"
    },
    {
      "@type": "Country",
      "name": "New Zealand"
    }
  ],
  "contactPoint": [
    {
      "@type": "ContactPoint",
      "contactType": "sales",
      "telephone": "+1-844-988-1444",
      "email": "connect@uscdata.com",
      "areaServed": [
        "US",
        "CA"
      ],
      "availableLanguage": [
        "en"
      ]
    },
    {
      "@type": "ContactPoint",
      "contactType": "sales",
      "telephone": "+61-1300-80-95-80",
      "email": "connect@uscdata.com",
      "areaServed": [
        "AU",
        "NZ"
      ],
      "availableLanguage": [
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      ]
    },
    {
      "@type": "ContactPoint",
      "contactType": "customer support",
      "email": "connect@uscdata.com",
      "availableLanguage": [
        "en"
      ]
    }
  ],
  "knowsAbout": [
    "Data Governance",
    "PII Discovery",
    "Data Quality",
    "Metadata Management",
    "Data Integration",
    "Data Migration",
    "Compliance",
    "AI Readiness"
  ]
}
```