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Case Studies

03 November 2023 The Client The client is a large public university in the USA. The Need With Valo's end-of-life announcement, the client wanted to explore options to transit from Valo and mitigate risks associated with productivity, compliance, and data loss. The Challenge The client had been on Valo for several...

20 October 2023 The Client The client is a major venture capital organization. The Need The client aimed to replace Valo due to its impending end-of-life in June 2025 and actively sought alternatives. However, they encountered limitations with out-of-the-box SharePoint during their search for a suitable replacement. The Challenge The client...

18 September 2023 The Client: A not-for-profit provider based in Ohio, US, The Needs: The client, having recently transitioned to Office 365, sought a modern SharePoint intranet solution to streamline communication and enhance engagement. With employees dispersed across multiple locations, the organization required an easy-to-use platform that could centralize...

13 August 2023 The Client: An international supplier of refrigeration and catering equipment to exhibitions, events, and retail markets The Needs: The client aimed to implement an intranet as an internal communication portal for their 300 employees worldwide. Until then, the staff heavily relied on emails and meetings for...

10 July 2023 The Client The Client is a leading Investment Management Firm based in India. The Need The Client faced challenges in managing and tracking their internal operational processes. These processes were primarily manual, leading to inefficiencies and delays. Sought to streamline their operations by digitizing and automating...

10 July 2023 The Client: The Client is a leading American CPA financial services firm with years of experience. The Need: The Client faced several challenges with their traditional on-premises file server. With over 15 years of data stored, managing the file server had become increasingly laborious and...

10 July 2023 The Client The Client is a Leading financial services firm specializing in family wealth management. The Need The Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating, tracking, and reporting on wealth management plans. The complexity of paperwork made it challenging to...

10 July 2023 The Client The Client is a leading financial firm specializing in alternative investments. The Need In the rapidly evolving landscape of alternate investments, our client, faced challenges with their existing data setup and digital transformation process. They sought to overcome limitations associated with storing data in...

10 July 2023 The Client The client is a reputable wealth management firm offering comprehensive investment solutions. The Need The Client was facing the challenge of managing multiple cloud licensing systems while utilizing Google Workspace and Microsoft 365 Business for their operations. Seeking to consolidate their setup and take...

10 July 2023 The Client The Client is a financial services firm specializing in family wealth management. The Need The Client was using GoDaddy's email services, expressed dissatisfaction with their support services. Additionally, they found that the features provided by GoDaddy's Office 365 were comparatively limited and expensive when...