HeronIT

Case Study

Client Since June 2012 via shared clients and latterly directly with Bay Tree VA

Bay Tree VA

Bay Tree VA needed systems and processes that matched how the organisation actually worked, not just how the technology was supposed to behave. Before the engagement, disconnected systems and inconsistent working practices were creating unnecessary friction across the business. The result was a more secure, better-structured environment...

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Bay Tree VA

Being on hand to

train new Virtual Assistants as they begin contracts through Bay Tree VA.

Security, a key concern

when providing assistance to multiple client organisations.

Security posture

Greater confidence in protection, control, and resilience across the environment.

Quick Facts

Microsoft 365TeamsSharePointCyber SecurityIT Support

Challenge

Where things stood before the change.

  • To improve the efficiency and flexibility of IT systems
  • To be able to help with both PC and Apple machines
  • To have a wide understanding of the Microsoft suite of tools
  • To advise on wider web apps

Solution

How Heron IT moved the client forward.

Heron IT approached the engagement by introducing tools the team could grow into, so the technical work translated into a more dependable operating model rather than a list of one-off fixes.

The engagement focused on reducing immediate pressure first, then putting in place systems the organisation could use with confidence.

  • To achieve complete flexibility and agility
  • To make sure everything is joined up and it is easy to move between...
  • To allow the sharing of information between SharePoint and Teams
  • To make sure all Microsoft 365 subscriptions were up to date and not...

Impact

What changed for the client.

The organisation now operates with clearer systems, greater security, and more day-to-day confidence, supported by a more structured and scalable IT environment.

Being on hand to: train new Virtual Assistants as they begin contracts through Bay Tree VA.

24/7 support for all

Virtual Assistants.

Being on hand to

train new Virtual Assistants as they begin contracts through Bay Tree VA.

Security, a key concern

when providing assistance to multiple client organisations.

Why It Mattered

Why this mattered to the organisation.

This mattered because it reduced day-to-day friction, gave the team more confidence in their environment, and created a platform they could rely on as demands changed.

Key Services Used

Services and platforms used in this engagement.

The engagement drew on the following Heron IT capabilities.

Microsoft 365TeamsSharePointCyber SecurityIT SupportTraining

Client Perspective

I have worked with Colin and his team in various guises since I started Bay Tree, directly and via shared clients. Throughout they have been consistently patient, attentive to finding solutions and a calming balm when you’re at your wits end that something isn’t working as it should! IT is a foundation for all businesses but particularly one like ours which is built on our ability to work remotely. We wanted to be supported by a company that would have a curiosity in finding a solution to whatever IT issue we might experience and we feel we’ve found that with Heron IT.

Jane Cattermole

Founder & Managing Director · Bay Tree VA

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