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Geers Sullivan Case Study

Geers Sullivan, a boutique personal and business accounting firm operating out of West Perth, Western Australia, approached us at Technology Tree for assistance in achieving a more agile and mobile approach to their business through modern technology, and an aim to reduce their overall capital expenditure. We identified that their current Citrix solution was proving a hinderance, coupled with their need to replace their current back office hardware at a substantial cost. With an imminent move to a new site, and an emphasis on providing a high level of service to their clients, the solution to be implemented meant minimal interruption to workflow and most importantly, was to move forward in a cost-efficient and effective manner. From day one of our transition, the business operated as usual for Geers Sullivan. 

We implemented a Cloud-first approach to all infrastructure, hardware and software solutions, and with Geers Sullivan operating as a Xero Practice for accounting software, they were pretty understanding of the power of cloud technology! Employing the Microsoft 365 suite of services (including Intune, Azure AD and Office 365) as well as Microsoft Surface Pro hardware, we delivered a seamless cloud-first deployment approach to the end users. We recognised the importance of secure and mobile wireless internet on the site and utilised Aerohive Wireless for this, as we also introduced a secure wireless for guests and staff alike. Vocus Fibre was used for voice and data services, to aid with the large amount of data flowing between staff and cloud applications, which assisted the storing of large MYOB and Quicken data files as well as all staff data residing on their Surfaces. Backup services for Office 365 Exchange and SharePoint are provided by SkyKick.

Our integration of software and hardware for Geers Sullivan meant zero downtime during their move, and there was no interruption to any of their own clients - which we believe is important for all our clients. The nature of their work is more mobile, with staff no longer restricted to working just in the office, and now have the tools that allow them to visit, deliver and show in real-time to clients their available services – onsite, offsite or even in the comfort of their local café. The client has managed to reduce their expenditure on hardware and reduce capital expenditure by no longer having a back office (server) environment to manage and maintain. Working closely with Geers Sullivan, we developed an IT roadmap for their technology spend and technology outcomes and continue working with them to further reduce costs down the line, alleviate any concerns they might have and keep their network running so they don’t have to.