FINANCE

FINANCE CASE STUDY

ABOUT THE CLIENT

This financial services firm was brought to us by their local IT partner after struggling with persistent issues with their previous provider. In fact, what cinched the deal was that we were able to quickly solve an Outlook plug-in problem that had evaded their prior provider for months. Our ability to quickly solve a long-painful problem, and the smoothness of their subsequent onboarding has turned this client into an Effortless advocate.

Years with Effortless: 1
Users: 12
Locations: 1

PAIN POINTS AND MOTIVATIONS

  • The client’s IT needs were being led by the current Office Manager and required assistance of a highly involved help desk.
  • The company’s owner expressed their highest priority objective was to increase security, recovery, and efficiency.
  • The current work from home solution was unreliable and affecting productivity, while creating company liability and exposure concerns.

EFFORTLESS OFFICE SOLUTION

Managed Services

Help Desk

DaaS

Private/Public Cloud

IaaS

Security

MFA

Disaster Recovery

HOW DID EFFORTLESS OFFICE HELP?

  • Effortless Office migrated the client from on-prem to a virtual secured managed workspace (DaaS/IaaS) by eliminating onsite hardware.
  • The client pivoted from internal self-support to having a trusted partnership and integrated help desk with Effortless Office.
  • The client has experienced exponential productivity gains regardless of whether users work in the office or the new work from home paradigm.
  • Effortless Office instilled trust with a collaborative cadence, developing a strategic IT roadmap, and sophisticated BDR practices & policies.
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