How a Midrand Company Automated Invoicing and Cut Onboarding Time by 85%
Cloud & Microsoft 365 · Concise365 Security · Business Automation · Managed IT
The Challenge
The business was relying on outdated email tools and physical drive backups, leaving their working environment exposed and hard to secure. Invoicing was a fully manual process, tying up two staff members for a full week each month. New hire onboarding was slow and resource-intensive, requiring roughly two weeks of in-person training before someone could work independently.
The Solution
Concise Technologies migrated the business from their legacy email tools and physical backups to Microsoft 365, giving them a secure, cloud-based working environment. We implemented Concise365 to overhaul their online security and protect against modern threats. To solve their invoicing bottleneck, we built a custom system that automated the entire process — reducing it to a simple spreadsheet upload. We also helped them design a structured training program for new hires, replacing ad hoc in-person coaching with a repeatable onboarding process.
The Results
- Invoicing time cut from 2 staff members working a full week to a single spreadsheet upload, freeing up significant staff time each month
- New hire ramp-up time reduced from 2 weeks to 3 days, cutting onboarding cost and getting new staff productive faster
- A modern, secure Microsoft 365 environment protected by Concise365, replacing vulnerable email tools and physical backups
Services Featured in This Case Study
Managed IT Services · Cloud & Microsoft 365 · Business Automation · Cybersecurity
