Family Owned Business A
Problem:
This engineering firm, with only a few employees, wanted to move away from paying for office space and work remotely 100 percent of the time. However, they shared files on an old physical server and needed to continue to access those files. A VPN is an option, but it can be slow andcreate connectivity issues. In addition, the server was old, so they would need to spend thousands of dollars to replace it.
Solution:
Engineering – Cloud.
Success:
Having large engineering files can make a full SaaS solution challenging. Plus, they have applications that need to be hosted on a server for all employees to use. This made this client an excellent company to utilize Azure Virtual Desktops. They can work remotely from their home offices and access files on the cloud. This allows for continued coordinated work while developing plans for clients. As an added benefit, the owner of the company enjoys the ability to work while traveling. All he needs is a laptop or tablet and the internet to securely access his virtual desktop and the files, working just like he can from home.
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader, AutoCAD, Autodesk, Bluebeam, DeWalt Design Assist, RAM Elements, RAM Structural Systems, SDS2 Viewer, SDS2 Load Planner, Structural Property.
Family Owned Business B
Problem:
This company’s network and servers were outdated and poorly configured, causing workflow and efficiency problems. Unfortunately, their previous Managed Service Provider suddenly had to stop providing service for them, leaving them in a tough spot when it came to supporting and maintaining their IT requirements.
Solution:
Family-Owned Business – On-Prem.
Success:
The first steps were to get their network configured properly and running smoothly. They had to keep a physical server at the office due to their primary application, Karmak, needing to run locally. Therefore, we walked them through the proper server for their business needs without overspending and then configured it to properly host their applications and files. Since then, CloudSmart IT has helped them update their computers over time for better functionality and efficiency for their employees. With our managed network, managed server, managed computer, and user support, they are getting the help they need to make IT work for them.
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader, Google Earth Pro, Karmak, Microsoft SQL Server, UPS WorldShip.
Family Owned Business C
Problem:
This independent, family-owned insurance and benefits broker needed to figure out how to work 100 percent remotely because their agents have most of their appointments on-site with potential clients. However, they also need to make sure they are staying up-to-date and secure in their IT since they deal with sensitive data.
Solution:
Family-Owned – SaaS.
Success:
We went through a very thorough discovery process with this company to determine the right solution for them. We do not think that any single solution is the “right” one for every single company, so we asked lots of question, listened, and decided that working online in a SaaS environment was the best solution since their primary software is cloud-based and the rest of their needs are fulfilled by their Microsoft accounts. We helped this company find the right laptops to use while working remotely, with a good balance between performance and cost. We keep them secure with a 24/7 SOC, or Security Operations Center, and other security features on the computers and M365 accounts. On top of that, each of their employees receive cybersecurity training. With each user having a CloudSmart IT HELP button, their included unlimited user support is just one click away!
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader & Pro, Zoho WorkDrive.
Family Owned Business D
Problem:
This company has multiple facets to its business: having art classes, selling products, and running a distribution center. Before CloudSmart IT started providing managed IT support for this company, they relied on “break-fix” companies. In theory, they think this can sometimes save a company money because they only pay for it when there is a big problem. However, companies that rely on break-fix have ongoing nagging issues that they just “deal with,” or an employee ends up being a de facto IT person and wastes hours trying to work around issues.
Solution:
Family-Owned – On-Prem.
Success:
Once this company was under our managed IT solutions, nagging problems disappeared. An on-prem server was their most effective solution, as all their business runs locally. This gave them a larger upfront cost when they needed to replace hardware but a more affordable solution to host applications than a cloud solution. However, that server needed to be configured correctly and monitored to keep it running smoothly. Additionally, the network had issues that CloudSmart IT was able to correct, and computers needed to be updated. Overall, this company has been able to enjoy a more efficient workflow and more fully utilize their technology by allowing us to handle their IT needs, provide recommendations for improvement, and problem-solve as a partner, not just “the tech guy” who comes when there is a problem. Think of CloudSmart IT as the outsourced IT department that helps technology work for you and not be one more headache for the management or owner to deal with! Another perk this company received is with our CIO services and review of their overall IT needs. We suggested they move to the trusted copier lease company we recommended. They are heavy on printing, and this saves them money and allows for in-house printing ability with great support.
Compliance Requirements:
Software Used:
Microsoft Office 365, Adobe Acrobat Reader & Pro, Adobe Creative Suite, Microsoft SQL Server, NCR Counterpoint, QuickBooks Premier, UPS WorldShip.
Family Owned Business E
Problem:
This family-owned insurance broker runs their business on the Act! CRM and marketing platform, which requires a server to host it. They also do not always work from the office since many appointments are off-site, and they appreciate the ability to work from home. Additionally, they handle sensitive client data and need a secure way to protect that personally identifiable information (PII).
Solution:
Family-Owned – Cloud.
Success:
This small team now uses a cloud server with cloud desktops. This solution provides the security and smooth operation they need while working remotely. It also allows Act! to be hosted on their cloud desktop for easy access. This client has trusted us with their IT support for more than 20 years because we are honest, creative, and reliable, striving to keep their tech needs moving forward and secure in an ever-changing landscape of technology requirements.
Compliance Requirements:
HIPAA
Software Used:
Microsoft Office 365, Adobe Acrobat Reader, Sage 50 Accounting, Microsoft SQL Server, Act4Advisors.
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