Case Study - Modernizing Accounting Operations with Microsoft 365
SNCPA Accounting partnered with us to enhance their Microsoft 365 security posture and streamline their business processes through intelligent automation.
- Client
- SNCPA Accounting
- Year
- Service
- Microsoft 365, Managed Services
Overview
SNCPA Accounting approached us with the need to strengthen their Microsoft 365 security and improve their daily operations through automation. As a growing accounting firm, they needed to ensure their client data was protected while making their processes more efficient.
We conducted a thorough assessment of their Microsoft 365 environment and identified several areas for enhancement. Our team implemented advanced security features, including multi-factor authentication, conditional access policies, and enhanced data loss prevention measures.
To streamline their operations, we developed automated workflows using Power Automate for common accounting processes, such as document approvals, client onboarding, and internal communications. This significantly reduced manual tasks and minimized the risk of human error.
We also provided comprehensive training to their staff, ensuring they could effectively utilize the new security features and automated workflows in their daily operations.
What we did
- Microsoft 365
- Exchange Management
- Compliance and Security
- Infrastructure
Working with Solution Pilot IT, we felt more like a partner than a customer. They really resonated with our mission to optimize our systems so we can focus on what we do best - accounting.
CEO of SNCPA
- Optimization
- 25%
- Less System Management
- 2x