Doceo onboarded a well-known local  IT Case Study non-profit, and over the first 6 months of our relationship, simplified their environment, improved security, and reduced their IT expenses dramatically.

Assessment & Discovery  (IT Case Study Non-Profit)

Key findings included:

  • Non-Profit Organization with 8 full-time & 16 part-time employees.
  • Windows-based desktops and laptops, and Mac desktops. 
  • The server infrastructure included an on-premise Exchange Server and a physical server with 4 virtual servers.
  • Backup relied on swappable hard drives with both onsite and offsite backups being manually rotated.
  • Software applications included a wide array of Productivity, Creative, Point-of-Sale, Security, and Audio-Visual applications.

In summary, it was the Doceo IT Team’s opinion that there were several opportunities to simplify the technology infrastructure of this organization, improve the reliability of the systems in place, and reduce the expenses associated with maintaining the overall technology.

Solution

Phase 1 has been completed and has addressed the most serious issues as follows:

  • Moved the key line-of-business application to cloud-based and re-deployed other software packages to suitable PCs. The physical server and virtual servers were eliminated.
  • Migrated from an on-premise Microsoft Exchange server to Microsoft 365.  This allowed decommissioning the on-premise Exchange Server.
  • By consolidating our premise-based infrastructure, we streamlined our IT environment. We also transitioned to Microsoft 365, modernizing our workflow and collaboration tools. Additionally, we eliminated other infrastructure that supported the server setup. These changes allowed us to reduce monthly IT support expenses by $900 below our initial projection.

Phase 2 is continuing to implement changes that both reduce expenses and provide for productivity in the new Hybrid Work Environment by:

  • By converting workstations from older desktops to new laptops as scheduled upgrades, the client can further leverage their investment in Microsoft 365 to support work-from-home initiatives. Microsoft OneDrive and SharePoint simplify access to files used in collaboration.
  • Upgrading the phone system to a cloud-hosted VoIP platform reduces expenses and provides for secure communication from staff-owned devices or PCs using authenticated applications.  

Conclusion

A Technology Partnership should not be a one-time, “set-it and forget-it” experience. Businesses are facing constant change in their respective competitive landscapes that requires them to focus their full attention on their business. They do not have time to worry about whether they are being taken advantage of by their IT provider. Instead, they need a partner for a business use approach to technology.  

Doceo approaches the Technology Partnership through a clear process. We avoid getting buried in the “nuts and bolts” of technology or the buzzwords that flood the marketplace today. We treat technology as a tool that businesses can use—or misuse—to execute their plans. Then, we work closely with our business partners to understand their goals, focus on what they want to achieve, and take the steps needed to get them there.

That is the Doceo Difference.

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