- Organisation
- W1M Wealth and Investment Management
- Predecessor
- two separate Microsoft 365 tenants inherited after the merger that created W1M
- Destination
- one secure Microsoft 365 tenant using Entra ID, Defender, Purview, Intune and multitenant-organisation capabilities
- Workload
- identity, collaboration, endpoint management, information protection and governance
- Stage
- Consolidation completed with zero downtime
- Retirement status
- Microsoft reports 50 legacy systems and services retired during the programme; the source does not claim retirement of every application used by W1M.
- Confidence
- High
- Next trigger
- A dated cutover, formal retirement statement or material later implementation milestone.
Programme context
W1M consolidated two inherited Microsoft 365 tenants into one secure tenant with zero downtime, using Microsoft Entra ID, Defender, Purview, Intune and Microsoft 365 multitenant-organisation capabilities.
Why this matters: This record identifies a named Irish or UK organisation, a bounded predecessor state, a destination platform, an affected workload and a source-stated operational stage.
Migration timeline
| Date or stage | Milestone | What changed | Evidence status |
|---|---|---|---|
| Merger integration | Two inherited tenants | W1M operated separate Microsoft 365 tenants after the merger. | Source-stated predecessor |
| Completed programme | Tenant consolidation | The two tenants were consolidated into one secure Microsoft 365 tenant with zero downtime. | Source-stated completion |
| 8 Apr 2026 | Dated source | Microsoft published the customer story. | Dated first-party evidence |
Workload migration matrix
| Workload | Predecessor | Destination | Status by 26 Jul 2026 |
|---|---|---|---|
| identity, collaboration, endpoint management, information protection and governance | two separate Microsoft 365 tenants inherited after the merger that created W1M | one secure Microsoft 365 tenant using Entra ID, Defender, Purview, Intune and multitenant-organisation capabilities | Consolidation completed with zero downtime |
Implementation and architecture
- Microsoft Entra ID supports the consolidated identity boundary.
- Microsoft Defender, Purview and Intune support security, information protection and endpoint management.
- Microsoft 365 multitenant-organisation capabilities supported the merger transition.
Known unknowns and contradictions
- The exact production cutover date.
- The full list of the 50 retired systems and services.
- The complete residual non-Microsoft application estate.
No missing fact is inferred to broaden the source-supported platform-change claim.
PlatformTrace analysis
The evidence supports consolidation of the named Microsoft 365 tenant estate and retirement of 50 legacy systems and services within that programme. It does not prove retirement of every non-Microsoft application or disclose an exact cutover date.
Performance, cost, uptime and operational outcomes remain attributed source claims unless independently stated otherwise.
Evidence ledger
- W1M Wealth and Investment Management — Microsoft customer story, 8 April 2026
Dated Microsoft customer story naming the two-tenant predecessor, one-tenant destination, zero-downtime completion and bounded legacy retirement.
Approval: Issue #47 standing publication authority and the completed 26 July 2026 five-lane central filter.
Corrections and updates
26 July 2026 — Initial long-form Verified dossier published from the completed five-lane Ireland/UK intake and corrected central filter. Later milestones will be appended rather than silently replacing this state.