Platform Migration Services for Therapy Services Company
Featured Review-
IT Managed Services
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Cloud Server Migration Disaster Recovery
- Confidential
- Dec. 2025 - Feb. 2026
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"We were particularly impressed by their technical expertise and adaptability."
- Medical
- Toledo, Ohio
- 501-1,000 Employees
- Online Review
- Verified
TPx migrated a contract therapy services company's email retention and archiving platform from Zix to Microsoft 365 Exchange Online. This included a large-scale migration of 1.6 TB of archived email data.
The project was completed successfully, and the client was satisfied with the outcome. TPx provided effective project management and was proactive and consistent in their communication. The team was knowledgeable, organized, and responsive to the client's operational and compliance needs.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the IT Manager of a therapy company
Describe what your company does in a single sentence.
Provider of contract therapy services for skilled nursing facilities.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire TPx to accomplish?
- Migrate email archive from AppRiver/Zix to Microsoft 365 and set up proper retention policies for Exchange Online
SOLUTION
How did you find TPx?
Online Search
Why did you select TPx over others?
- High ratings
- Pricing fit our budget
- Great culture fit
How many teammates from TPx were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Our company engaged TPx to migrate the organization’s email retention and archiving platform from Zix to Microsoft 365 Exchange Online. The project included the planning, design, and execution of a large-scale migration of approximately 1.6 TB of archived email data (more than 8 million messages across up to 350 mailboxes) from the Zix cloud archive into Microsoft 365. The engagement also included the implementation of Microsoft 365 archiving and retention capabilities to meet HIPAA and organizational requirements for long-term email retention.
Key deliverables included:
- Assessment of the existing Zix archive environment and Microsoft 365 readiness, including licensing, Exchange Online health, and Microsoft Compliance Center configuration.
- Design of the target-state email retention and archive architecture within Microsoft 365, including archive mailbox strategy for active users and storage approach for legacy and inactive mailboxes.
- Export of historical email data from Zix and migration of archived content into Microsoft 365 archive mailboxes and designated archive repositories.
- Validation of migrated data to ensure message integrity, completeness, metadata preservation, and successful import of historical records.
- Configuration and deployment of seven-year email retention and legal hold controls within Exchange Online and Microsoft 365 Compliance Center to support HIPAA retention requirements.
- Identification and implementation of required Microsoft 365 licensing changes, including Exchange Online Archiving and retention-related licensing for F3 users and archived mailboxes.
- Development of operational procedures and knowledge transfer documentation for ongoing management of mailbox archiving, retention, and legal hold processes for future users.
- Project closeout activities, environment validation, documentation, and formal transition of the archive and retention solution into operational support.
The project was completed in January 2026 and successfully consolidated historical email archives and retention management into the Microsoft 365 platform, eliminating reliance on Zix while establishing a compliant, centralized, long-term email retention solution.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The project successfully migrated approximately 1.6 TB of archived email data, representing more than 8 million email messages across up to 350 mailboxes, from the Zix cloud archive platform into Microsoft 365. All historical archive data required for regulatory retention was consolidated into a single platform, eliminating the need to maintain a separate third-party archiving solution.
Additional measurable outcomes included:
- Completion of the migration effort within the planned project timeline, with the archive migration reaching 100% completion in January 2026.
- Implementation of seven-year email retention and legal hold controls across Exchange Online mailboxes to support HIPAA retention requirements.
- Enablement of Microsoft 365 archive capabilities and retention management for active users while establishing dedicated storage and management processes for legacy mailboxes.
- Successful validation of imported email content, including preservation of message integrity, metadata, and historical records during migration.
- Development of standardized onboarding and administration procedures, including retention and legal-hold processes for future mailboxes.
- Retirement of the Zix archive platform and transition to a centralized Microsoft 365-based retention and archiving solution, reducing vendor complexity and administrative overhead.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
TPx provided effective project management throughout the engagement. Regular status meetings, project updates, documented action items, and clear communication helped keep all stakeholders informed of progress and next steps. When issues arose, such as Azure access and licensing challenges, the team worked collaboratively with our staff to identify solutions and keep the project moving forward.
Deliverables were completed on schedule, and the project ultimately reached 100% completion within the planned migration window. The team demonstrated flexibility and responsiveness while handling the migration of more than 8 million archived email messages and implementing the supporting Microsoft 365 retention framework.
Communication was proactive and consistent throughout the project. TPx and Threadfin provided regular progress reports, promptly addressed questions regarding Microsoft 365 licensing and retention requirements, and supplied documentation, validation reports, and knowledge transfer materials to support ongoing administration after project completion.
Overall, the team was knowledgeable, organized, and responsive to our operational and compliance needs, helping us successfully transition from Zix to a centralized Microsoft 365 archiving and retention solution with minimal disruption to end users.
What was your primary form of communication with TPx?
Virtual Meeting
What did you find most impressive or unique about this company?
What impressed us most was the team’s ability to successfully migrate a very large and complex email archive environment while simultaneously designing a compliant long-term retention strategy within Microsoft 365. The project involved approximately 1.6 TB of archived data spanning more than 8 million messages and up to 350 mailboxes, yet the team developed a structured migration approach that minimized disruption while maintaining data integrity and compliance requirements.
We were particularly impressed by their technical expertise and adaptability. Rather than taking a one-size-fits-all approach, the team worked through challenges such as archive export limitations, Microsoft 365 licensing requirements, Azure infrastructure needs, and retention policy design to develop solutions tailored to our environment and HIPAA compliance obligations.
Their combination of strong technical knowledge, proactive communication, and attention to detail set them apart. The team not only completed the migration successfully but also ensured that we had the documentation, knowledge transfer, and operational processes necessary to manage the solution going forward.
Are there any areas for improvement or something TPx could have done differently?
Overall, we were very satisfied with the project outcome and the support provided by TPx. The team successfully delivered a complex migration involving approximately 1.6 TB of archived email data and established a compliant Microsoft 365 retention strategy that met our organizational requirements. Communication was consistent, and the technical team demonstrated strong expertise throughout the engagement.
If there was one area for improvement, it would be providing earlier guidance around Microsoft 365 licensing and retention requirements, particularly for F3 users and shared mailboxes that required additional licensing to support legal hold and retention features. Identifying those licensing implications earlier in the planning phase would have simplified some purchasing and implementation decisions.
Aside from that, the project was well managed, the team was responsive to our needs, and the final solution met our objectives for data retention, compliance, and archive consolidation within Microsoft 365.
RATINGS
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Quality
5.0Service & Deliverables
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Schedule
5.0On time / deadlines
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Cost
5.0Value / within estimates
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Willing to Refer
5.0NPS