Bupa SharePoint Migration from OpenText Livelink

Modern WorkHealthcareProfessional Services

Transparity delivered the SharePoint migration from OpenText Livelink, moving large volumes of critical documents into SharePoint Online. The modern platform improved accessibility, reduced reliance on legacy systems, streamlined document management, and provided secure, scalable collaboration across the organisation.

This project demonstrates our expertise in SharePoint Consulting Services and wider Modern Work solutions, helping enterprises replace outdated platforms with Microsoft 365 technologies that deliver flexibility, governance and long-term value.

1 Migrate, modernise and optimise your cloud
Audited and migrated 150,000+ user sites with a bespoke tool
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Improved file search and OCR document access
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Delivered significant savings in maintenance and support costs
Working with Transparity was a huge success, which can be measured by the thanks and appreciation of the Business sponsor and IT executive team at Bupa. Transparity were helpful, professional and their technical expert knowledge of the solution always apparent. We are very happy with their work and continued support.
Clare Dixon
Project Manager (GTIS)

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Overview

The Bupa Group HR & Payroll document management infrastructure was built on OpenText Livelink. This technology in the current version went out of support and so Bupa undertook a review of the market leading Document & Records Management products and selected Microsoft SharePoint to be their new platform for HR and Payroll.

Key Benefits

  • SharePoint provides a more cost-effective platform for document management, reducing reliance on expensive legacy systems while delivering greater scalability and flexibility.

  • File retrieval and management is significantly faster and more accurate, with OCR-enabled documents and advanced SharePoint search improving access to critical information.

  • Maintenance and support costs were considerably reduced, with modern cloud-based systems requiring less overhead and offering long-term financial benefits.

  • HR file structures were simplified and standardised, making it easier for staff to manage employee records and ensuring greater consistency across the organisation.

  • Retention and disposition policies were implemented, ensuring compliance with regulatory requirements and reducing the risks associated with unmanaged legacy data.

The Approach

Transparity worked with Bupa to audit and review the content to be migrated and to establish an effective migration plan which included the development of a bespoke migration tool to export content from import to SharePoint.

The Solution

A bespoke tool from Transparity facilitated the creation and on-going management of multiple sites (one per user – over 150,000) in a consistent and timely way. These sites were configured and installed before the Kofax scanning solution was upgraded and re-configured. A range of document Content Types were configured to support the HR function including: Leaver and Starter forms, Personal Details Change form, Grievance & Disciplinary form, Recruitment forms and Maternity form.

The Result

The system was successfully migrated to SharePoint. Note this system is planned to be upgraded to Microsoft 365.

Healthcare

About BUPA

Bupa Group is a global healthcare company providing health insurance and a wide range of health and care services. With a focus on improving health and wellbeing, Bupa operates in numerous countries, supporting individuals, employers, and communities with quality, customer-focused care.

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