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In mid-2020, Feel the Magic’s management team realised that the IT infrastructure the organisation had relied on from the outset was in need of change. A complex local infrastructure required external management and support while a separate CRM system was not integrated with any of their key applications.
“We were keen to reduce our complexity and lower our ongoing operational costs,” says Feel the Magic Chief Executive Officer Adam Blatch. “We had been working with Tecala to develop a new communications platform for our clients, and so we turned to them for advice and support.”
After undertaking a full review of the organisations existing IT infrastructure, Tecala recommended moving away from the local server environment and toward the adoption of Microsoft Office 365.
The transformation was conducted within a 3 month period, during which time, all staff accounts were migrated, two-factor authentication deployed, and Microsoft Teams rolled out.
“For users, the process was very pain free,” says Blatch. “Because they were already familiar with the Microsoft interface, they were quickly making use of the new tools.”
Data from the existing CRM system was migrated to SharePoint, further reducing complexity and improving workflows. Microsoft Teams was adopted as the internal communications platform making it easy for staff to stay in touch regardless of their location. The ability to share calendars and use Microsoft Planner also helped to improve productivity.
“We are now able to manage our own environment without the need for external support which is great,” says Blatch. “Also, being cloud based means that the applications can be accessed by staff just as easily when working from home as they are in the office.”
Blatch says his organisation continues to have a strong working relationship with Tecala and has a range of other projects on the to-do-list.
“One of the first will be to move our phone system to Microsoft Teams,” he says. “This means we will no longer need our traditional phone system and fixed line phones into the office which will provide further financial savings.”
He says Tecala will also assist with the design and build of some new tools to help grieving families recover from their losses.
“Overall, the experience we have had with Tecala has been brilliant. They are very knowledgeable and easy to work with. They also regularly made strategic suggestions for steps we can take to further improve our environment and then help us achieve it.”
Blatch says he looks forward to working with Tecala in the months and years ahead as the organisation continues to grow.
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Tecala, an Australian, award-winning technology services provider, partnered with My Plan Manager to create and implement the Automated Claims Experience (ACE) platform incorporating the UiPath AI-powered automation solution.
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