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Case Study #1

CPA Firm

About the Client

The customer is a CPA firm with 55 employees in a single location in Knoxville, TN. The company provides accounting, tax, consulting and wealth management services for high net worth individual and business clients. They specialize in are technically proficient and aim to provide unmatched client experience. The company was already using a team collaboration tool, but had an antiquated on-premise phone system that required a maintenance contract and software upgrade fees. They also needed more Internet speed and wanted to maintain redundancy.

01 Pain Points

The customer was moving to a new location and was ready to upgrade their antiquated on-premise phone system. They wanted a system that was easy to manage without having to call a phone vendor to the location each time a change was needed. The customer was already using a team collaboration tool and was looking for a solution that would easily integrate, be easy to deploy and on-board new employees. With only a single administrator for the entire company, they also needed more "hands on deck."

02 Opportunity

Jointly with our preferred Cloud Partner’s team of experts, Sagewood Technology Group analyzed the customer’s needs. The CPA firm wanted a solution in the cloud that was easy and less time consuming to manage. They had already moved their tax software to the cloud and needed a reliable Internet connection that maintained 100% uptime, especially during tax season when they were busiest.

03 Solution

The UCaaS provider presented the customer with a solution to address their requirements. New phone handsets were provisioned ahead of time and shipped directly to the customer. Since the customer was under a time crunch, Sagewood Group obtained the company list of employees with emails and programmed them into user-friendly web portal. Each employee now has their own direct dial number, which can ring through an app on their mobile phone when out of the office. Internet connections were ordered from two different service providers for redundancy: one fiber pipe and a less expensive Coax Cable Internet circuit. Through SD-Wan technology, if one circuit fails, the other picks up automatically for a seamless transfer of the phone call to the other working data circuit. The client now has more than enough bandwidth to run all their cloud services. Onboarding new employees is as simple as programming a name and email into the web portal and setting up voice mail and call control. The client saved money by reducing the need for upfront capital expenditure and phone system licenses. Moving forward, they will no longer have to schedule and pay a vendor to come onsite every time a change is needed. The customer enjoys excellent customer service from their UCaaS provider, while maintaining control of changes.

WHERE DO YOU STAND IN BECOMING A DIGITAL BUSINESS TODAY? IT’S A JOURNEY WITH MANY CRITICAL ELEMENTS

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