Merit Ontario, a provincial non-profit trade association supporting contractors across Ontario, needed to modernize its internal operations during a period of leadership transition and growth. With fragmented systems, paper-based processes, and inconsistent Microsoft 365 usage, collaboration and operational efficiency were suffering.
Inside View delivered a governance-first Microsoft 365 modernization that streamlined collaboration, digitized workflows, and optimized licensing. Within the first year, Merit Ontario achieved over $100,000 in cost savings, transitioned 100% of paper-based workflows to digital processes, and reached 85% of Microsoft Teams adoption across its staff.
What was holding Merit Ontario back
- Manual, paper-driven documentation and approval processes
- Low adoption of Microsoft Teams and SharePoint
- Fragmented document storage across email and shared drives
- Inconsistent governance and security configuration
- Overlapping licensing and unnecessary software costs
A governance-first approach to digital transformation
Information Architecture & Intranet Design
Designed a centralized SharePoint Online intranet spanning 10 business units with standardized metadata, navigation, and permissions.
Workflow Automation
Digitized and automated documentation, approvals, and operational workflows using Power Platform.
Microsoft 365 Governance & Licensing Optimization
Conducted licensing audit, optimized subscriptions, and ensured that tenant configuration aligned with best practices.
Adoption & Training Enablement
Delivered structured Teams onboarding and Microsoft 365 training to drive scalable and sustainable adoption.
Built on Microsoft 365
Measurable results from day one
"Merit Ontario now operates on a secure, scalable Microsoft 365 foundation that enables them for long-term growth."
— Inside View Consulting Team