The Challenge
Perpetual Business & Tax Advisors, a Bristol-based accountancy firm, were struggling with fragmented file storage and unreliable access to business-critical data. Their teams needed a secure, cloud-based environment that would improve collaboration and support their growth, without disrupting client services.
What We Did
- Migrated their legacy file server to Microsoft SharePoint, enabling secure, centralised document management
- Implemented Microsoft 365 Business Premium across the organisation, ensuring the right licensing, tools, and security features were in place
- Configured Teams and OneDrive to enhance collaboration and support hybrid working
- Provided training and support to help the internal team manage their new cloud environment independently
The Outcome
- Documents are now structured, version-controlled and accessible from anywhere
- Secure, role-based access controls ensure data protection and compliance
- Improved team collaboration with Teams and SharePoint integration
- A future-ready Microsoft 365 setup, professionally deployed and easy to manage
