Case Study
Rev Inc needed to enhance task management and team collaboration. With departments working in silos and the accounting team requiring secure financial project tracking, they sought a solution that would integrate with their existing Microsoft environment while maintaining proper security controls.
Business Situation
Rev Inc, a growing company with offices across North America, was facing challenges with task management and departmental collaboration. Their teams were using various disconnected tools to track projects, leading to information silos and inefficient workflows. The accounting department, in particular, needed a secure solution for managing financial processes with appropriate access controls. Leadership identified that while they had Microsoft 365 licenses, they weren’t effectively utilizing the tools already available to them, particularly Planner and SharePoint’s document management capabilities.
Solutions Delivered
To address Rev Inc.’s collaboration and project organization needs, Advisicon delivered a comprehensive Microsoft Planner solution seamlessly integrated with Teams and SharePoint. The engagement began with an in-depth assessment of the company’s existing Teams environment, identifying opportunities to optimize its structure for improved usability and collaboration. As part of the implementation, Advisicon configured security permissions to protect sensitive financial data, ensuring only authorized personnel could access confidential information.
Tailored department-specific channels were created within Teams, featuring both public and private spaces to support transparent teamwork while maintaining confidentiality where needed. A standardized organizational structure was developed for Microsoft Planner, incorporating consistent use of buckets and labels to streamline planning and tracking across teams. For the accounting department, custom SharePoint views were implemented to enhance document management, making it easier to organize, locate, and manage critical files.
To support adoption and long-term success, Advisicon conducted a targeted workshop for key personnel. This training covered Planner essentials, effective Teams integration, document management best practices in SharePoint, and security control procedures. Importantly, the entire solution was built using Rev Inc.’s existing Microsoft 365 licenses, eliminating the need for additional software purchases and maximizing the value of their current technology investments.
Benefits Realized
- Enhanced task visibility across departments with centralized project tracking
- Improved security for sensitive financial data through private channels and permission controls
- Streamlined monthly accounting close process with standardized task templates
- Reduced email volume by 30% as communication shifted to Teams channels
- Increased document version control and collaboration through SharePoint integration
- Accelerated onboarding for new team members through standardized processes
- Eliminated duplicate task tracking systems, consolidating to a single platform
Rev Inc Today
Rev Inc now operates with significantly improved collaboration across departments. Their accounting team securely manages financial processes while maintaining appropriate confidentiality. Teams have adopted a standardized approach to project management, creating consistency across the organization. Document management is more structured, with proper version control and permissions. The company has realized greater productivity by fully leveraging the Microsoft tools they were already paying for, proving that sometimes the best solution is maximizing existing investments rather than purchasing new systems.
