Client: Legal & accounting firm (25 employees, Tampa, FL).
Industry Context:
Professional services firms (law, finance, accounting) depend heavily on client trust. Any IT gaps—such as inconsistent security or poor communication—directly harm client relationships.
Challenge:
· Each employee used different laptops, phones, and software, creating IT chaos.
· No standardized procurement method—equipment purchased ad hoc.
· Client communication happened over insecure phone lines and personal devices.
· Firm wanted to modernize while keeping costs manageable.
Solution (Tech Driven Solutions Approach):
1. Standardized IT procurement through Tech Driven Solutions’ eCommerce platform (laptops, monitors, VoIP phones, Microsoft 365 licenses).
2. Created a device management policy with Azure AD and Intune.
3. Implemented Teams VoIP integration with Microsoft 365 for secure client calls.
4. Migrated file storage into SharePoint Online with legal compliance templates.
5. Set up data loss prevention (DLP) policies to protect sensitive legal and financial data.
Results:
· Standardized IT across all employees, cutting troubleshooting time in half.
· Reduced annual IT spending by 20% with bulk procurement and license management.
· Improved client communication response times by 30% through Teams VoIP.
· Strengthened client trust with compliance-ready IT infrastructure.
Client Feedback:
“Our firm is now running like a Fortune 500 company thanks to Tech Driven Solutions. Everything is secure, standardized, and future-proof.”
Services Used: E-commerce procurement, Microsoft 365, Azure AD, Intune, Teams VoIP integration, compliance consulting.