Digital Transformation at a Growing Organization

Luis Juarez

November 9, 2024

[Reading time 4 mins approx]

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.

Operational issues:

Cost management:

Security and compliance:

1. Infrastructure modernization

2. Security enhancement

3. Process optimization

$30-40K annual cost savings Financial impact:

business units integrated Unified departments:

100%device configuration Standardization:

services contracted in the long-term Customer satisfaction:

Looking forward

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.

🚀 From chaos to digital excellence

Summary

The challenge: a complex web of issues

Our approach: strategic transformation

Measurable results

  • 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

  • Multiple applications performed overlapping functions

  • Unused software licenses drained the budget

  • Security tools were expensive yet ineffective

  • No centralized system for managing IT resources

  • 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  • Complex remote access setup using outdated VPN solutions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

  • 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

  • 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

  • Simplified application portfolio by eliminating unnecessary tools

  • Created standardized device setup 

  • Developed clear onboarding/offboarding procedures

  • Implemented a central news hub for internal communications

  • Regular license optimization reviews

  • Ongoing user training and adoption monitoring

  • Continuous improvement of security posture

  • Proactive technology lifecycle management