Digital Transformation at a Growing Organization

Luis Juarez

November 9, 2024


[Reading time 4 mins approx] -

From chaos to digital excellence 

Summary 

When a growing organization of over 40 employees approached us, they were struggling with out-of-control IT costs and operational issues. Without a small IT department and limited resources, they had accumulated a patchwork of solutions that were causing more problems than they solved. This case study explores how a structured approach to digital transformation helped them achieve significant cost savings while improving employee satisfaction and productivity. 

 The challenge: a complex web of issues 

Operational issues: 

  • Employees spent excessive time troubleshooting IT issues and raising support tickets 

  • Departments operated on their own without proper information sharing 

  • Device configurations varied widely, making support and maintenance difficult 

  • Email deliverability issues limited communication with stakeholders 

 

Cost management: 

  • Multiple applications performed overlapping functions 

  • Unused software licenses drained the budget 

  • Security tools were expensive yet ineffective 

  • No centralized system for managing IT resources 

 

Security and compliance: 

  • Business-critical content stored inappropriately in personal OneDrive accounts 

  • Inconsistent security permissions across systems 

  • Complex remote access setup using outdated VPN solutions 

  • Lack of standardized onboarding and offboarding processes 

 

Our approach: strategic transformation 

1. Infrastructure modernization 

  • Developed a unified intranet for all departments in just one month 

  • Standardized device configurations across all workstations and mobile devices 

  • Implemented new antivirus solutions to address performance concerns 

  • Fixed domain configurations to resolve email delivery issues 

 

2. Security enhancement 

  • Migrated sensitive content from personal OneDrive to properly managed SharePoint sites 

  • Created role-based security permissions structure 

  • Implemented conditional access for secure remote work 

  • Established clear protocols for data governance 

 

3. Process optimization 

  • Simplified application portfolio by eliminating unnecessary tools 

  • Created standardized device setup  

  • Developed clear onboarding/offboarding procedures 

  • Implemented a central news hub for internal communications 

 

Measurable results 

Financial impact: $30-40K annual cost savings 

Unified departments: business units integrated 

Standardization: 100% device configuration 

Customer satisfaction: services contracted in the long-term 

Looking forward 

  • Regular license optimization reviews 

  • Ongoing user training and adoption monitoring 

  • Continuous improvement of security posture 

  • Proactive technology lifecycle management 

 

This case study demonstrates how a methodical approach to digital transformation can help small organizations achieve enterprise-grade IT capabilities while reducing costs. The key is focusing on fundamentals: standardization, proper governance, and user training.