Two practices, two email systems, one shared calendar that nobody trusted.
A family practice running a second location found their front desks working from different calendars and mail systems. We moved both onto one Microsoft 365 tenant and put the files where staff could actually find them.
Two paragraphs, plain language, no jargon. What the practice does, how the second location changed things, and what the front desk was actually doing to work around it — the detail a prospect recognizes in their own business.
Second paragraph names the cost in their terms: double entry, missed appointments, staff calling each other to check a calendar.
Audited both environments
Mailboxes, licenses, shared drives and who was actually using what.
Consolidated onto one 365 tenant
Cutover run after hours so the practice opened as normal.
Rebuilt the file structure in SharePoint
Agreed with the staff who use it, not imposed on them.
Enforced MFA and reviewed licenses
Every account protected, unused seats removed.
Walked both front desks through it
In person, at their own machines, on the first morning back.
What changed, in the practice's own terms first and the technical outcome second. Then the numbers again, so a skim-reader who jumped here still gets them.
“GREAT TECH fixed my practice's automation and got us back in business.”
Industry — Family practice
Location — Fort Worth
Staff — 00
Services used — Microsoft Azure & 365 Projects, Small Business Managed Services
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