Client Corner #1: Get Organized and Secure from the Start

Pictured: A stylized photo of two chairs facing each other from opposite sides of a small table.

This is the first post in a new monthly blog series where we will share what our clients are struggling with, what we’re doing to help, and how our recommendations can also benefit your organization.

This month’s post is all about how to get organized to grow your business and why you should secure your files from the start.

Get Organized with the Power Platform

We had a client come to us this month who said they really needed to get organized.

They have a better sense of who they are now, what they do, and are even changing their name to reflect their new sense of identity.  

Additionally, they want to make sure their processes are in alignment with who they are going forward to ensure continual growth. 

The three most crucial factors for growth in any company are People, Product, and Processes. 

When it comes to Processes, the Microsoft Power Platform can be a real game changer. 

We have helped companies use the Power Platform to:

Capture Data with Power Apps

Create Workflows with Power Automate

Bring Data to Life with Power Apps, Power Automate, and Power BI

Automating tasks and tracking your company’s data are both crucial as your company scales, and the Microsoft Power Platform provides easy-to-use, low-code tools to do so.

Secure from the Start for a Successful Digital Transformation

The same client who came to us to get organized kept bringing up two other subjects throughout the conversation: 

Digital Transformation and Security

They wanted to know where their files were and wanted to make sure they were secure.

We recommend any organization considering a move to the Cloud secures their files from the beginning; however this client did not do that. 

They decided to use a third-party application for their file storage instead of OneDrive (included in every Microsoft 365 subscription).

The application they use is designed for non-technical users to send large files and collaborate, but there is a glaring security issue on the user side: what is happening to data before and after it’s uploaded and sent?

OneDrive, being integrated with the rest of Microsoft 365, provides robust security for your stored files, and further security optimizations can be made with the help of a partner.

Additionally, our client told us their clients accidentally send sensitive information all the time and wasn’t aware there are rules in Microsoft 365 one can use to prevent this

Neglecting security and organization of your files will only lead to further problems down the line as you grow which is why consulting with an expert before you start is always a good idea.

An even better idea is to work with a partner who will be there to advise every step of the way.

If your company is looking for this kind of partner or you just want to get organized or need help with digital transformation and security, contact us today for a free 15-minute consult to see how we can help.

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