"I had a call from our client services director (at our mid-size support services company), essentially the support company want to novate us to another company with ex-employees as we are too small for them now.. We will be seeking to move our organisation to either the outfit they have sold our account to or to another IT support company you recommend... "
We will work with the client to review their requirements, uncover the reasons for the departure, evaluate the options and give a recommendation or recommendations. Our role is client orientated, so we will act on behalf of the client and look to find the best partner for their business needs.
A client wants its external directors to have access to business performance reporting from Microsoft CRM that provides a full overview for their needs, but is not too content-heavy.
Microsoft provide a reporting and dashboard tool called 'PowerBI' which links in to Microsoft CRM, along with other sources. This can then be presented via a web page or SharePoint for external users to access. We will work with the Client to define the data sources and create the datasets, then produce dashboard reports and data tables for the presentation. This will be automated and a reporting page will be created, which has the ability to automatically update over time.Find out More
An existing client is changing its technology infrastructure to become cloud based.
We will work with the client's internal users so that they are aware in what ways the change is likely to affect the way that they work. We'll manage the timescale and project deliverables and engage the relevant expertise at the right time, as well as limiting cost and keeping the project to both time and budget.
We begin by exploring off the shelf products, and in the absence of an adequate standard product we will then work to produce a bespoke specification. We then generate an outline cost from which we can plan a timeline, and project plan for development and implementation. The biggest consideration in modern development is the continuous change in requirements, either from new features or different ways of working. The building process therefore needs to be agile to adjust to these changes whilst still delivering the required features- these considerations are core to our ethos and approach.
A Client wants to transfer documents from local server storage to a cloud provider.
We will review with the client the most appropriate cloud provider and then implement the solution and manage the document and data transfer. The new environment would be created with security considerations, external colaboration, search and additional data.
Microsoft SharePoint Online (as part of Microsoft Office 365) is the main product we focus on, which is the Microsoft online document management and collaboration system. We manage migrations from old file server based systems to the cloud and we utilise a number of tools to do this including Metalogix (www.metalogix.com), Layer2 Cloud Connector (www.layer2.de) and OnePlace Solutions (www.oneplacesolutions.com).
We specialise in providing more than a file storage system, but look at online document and information management using the SharePoint framework for control.
We use Power Platform to create web apps with business logic with PowerApps, provide detailed analytics with PowerBI & facilitate cross-platform automation with Flow.
Accounts IQ is a brilliant cloud based finance system that works well for small-to-medium enterprises and is particularly suited to multi company organisations requiring consolidation and advanced reporting. We have been involved in customer implementations for clients that include: a merchant bank, a foreign exchange trader, a property real estate investment trust and private schools.
Layer2 Cloud Connector provides data transfer automation and we use this tool to synchronise application data from local systems into SharePoint and then present it. For example, one property company has reduced the need for Property Management Software licenses as now their portfolio managers use the reports on SharePoint for fast accurate access to information without ever needing to access their in-house property management system. This has also reduced costs further by removing the need for costly training on the proprietary property system.
OnePlace Solutions products provide additional functionality to Microsoft Office applications in the integration with SharePoint Online (and SharePoint on premise). This better integration improves speed of access to documents, simplifies the use of SharePoint's beneficial metadata tagging features and aids in the transition of users from local file server based systems to SharePoint Online cloud document management.