Head office based in Wokingham, Berkshire.

FLB is an independent firm of Chartered Accountants based in Wokingham, London and Epsom. FLB provide a unique accountancy offering driven by technology and client-focused service.

By nature, FLB’s requirement for robust IT systems and support is paramount for business continuity.

 

Key Outcomes

  • The flexibility of Microsoft 365 FLB found integrating with 3rd party SaaS providers much easier
  • FLB were much more protected in case of disaster or outage with all key services still available

The Challenge

FLB were on a legacy Hosted Exchange platform which did not allow for integration with other Microsoft services such as Teams and One Drive. Accountancy has moved on considerably in recent years and with a team working remotely across a range of different devices, FLB needed a solution that allowed for better collaborative working.

 

We’ve been a client of Air IT for almost a decade thanks to their continued high levels of service and innovation. They always put us first when it comes to best uses of technology for our business environment. We needed a hybrid solution to meet the needs of employees who work either in the office, on site, or from home. Communications were the primary focus – we needed a solution that was accessible across multiple platforms and environments but was also extremely secure. After an in-depth discussion with Air IT about our requirements and reviewing their proposal, it was determined that Microsoft 365 was the best solution for us in the short, medium, and long term, enable us to scale in the future. Having worked with Air IT Thames Valley for several years, we felt entirely confident in trusting them to deliver what we wanted on time, leaving the process fully in their hands. It was important to us that our services were not impacted so the team offered to migrate our systems over a weekend, which was fantastic. One of the main advantages of Microsoft 365 is its ability to plug into other applications that we use. Integrating it with several applications, such as our CRM system, was ideal for streamlining operations. It opened up new opportunities and transformational tools for us to explore that we weren’t previously aware of, such as Microsoft Teams. With guidance from Air IT, this has transformed the way we communicate internally and is one of our most used applications. The team at Air IT were proactive in helping us establish which platforms we could integrate with and how to get the most out of Microsoft 365. Our migration experience was seamless, thanks to Air IT doing all the hard work, and their dedication to deliver the project on time meant that there was no interruption to our business. We couldn’t recommend them highly enough.

 

Gary Bell
Founding Partner, FLB Accountants

The Approach

By migrating to Microsoft 365, FLB’s email now lives in Microsoft’s secure cloud-based environment that is continually updated to the latest version and offers a range of backup and security features.

Consultants met with key members of the FLB team to discuss Microsoft 365 in greater depth, from the migration strategy, right through to getting the most out of the technology in every-day working life.

The new Microsoft 365 solution allows FLB staff, partners and associates the added-bonus of Microsoft’s collaborative Modern Workplace Solutions such as group conversations and video calls via Teams and secure file sharing via SharePoint and OneDrive – and furthermore – enjoy the latest versions of traditional Office applications such as Word, Excel and Outlook.

The Outcome

Since migrating to Microsoft 365, FLB have also found they are in a stronger position when it comes to integrating their systems with other 3rd party SaaS providers such as CRM systems and accountancy software.

FLB identified the need for their email to be integrated into their CRM system to ensure all communication are captured at source.

The flexibility of Microsoft 365 has allowed FLB to make decisions that best suit their business rather than being limited to those products that worked with a hosted or server based email solution. Furthermore, key services would still be available in case of a disaster or outage on a local server.

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Looking for a solution like this for your business? Talk to an Air IT specialist by calling us on 0115 880 0044

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