By Patrick Lonz, President, Compliant Workspace

McCullough & Figs, a financial firm in Houston, had been considering a migration to Microsoft SharePoint for some time but were unsure about where to begin. After learning about the wide range of products and benefits offered by Microsoft 365, they were excited about the potential it held for their company. However, they were uncertain about the best way to get started. Read more about how McCullough & Figs made a consolidated transition to Microsoft 365 pain and stress free.

OVERWHELMED with Microsoft 365!!

Embarking on a journey to the Cloud is not just a technological shift but a strategic move that can redefine the way a business operates. In the case of Mccullough the decision to migrate to Microsoft SharePoint represented more than just a change in platforms – it symbolized a forward-thinking approach to embracing the future of work on the Cloud. Collaborating closely with Compliant Workspace, this transition unfolded as a testament to the power of strategic partnerships and tailored solutions. Join us as we delve into the story of Mccullough & Figs’s migration to the cloud – a story of innovation, collaboration, and the seamless integration of Microsoft SharePoint, guided by the expertise of Compliant Workspace.

Starting to feel overwhelmed, McCullugh decided to seek assistance from Compliant Workspace. As one of the only CSP (Cloud Server Provider) offering a complete Consolidated 365 offering for small businesses; including security and protection built directly into the service from the start. This was an important service for McCullough as due to the nature of their business, a higher level of security and compliance was required, and with an understanding of their existing setup, challenges and goals,
we collaborated to devise a tailored solution that aligned with their needs.

Challenges Moving to Microsoft 365

After our call with McCullough, a picture of their current setup became clear. Running an outdated ‘Server 2012 R2’ file server that no one was maintaining anymore, and an operating system being End of-Life, they faced a huge security concern. Speed was of the essence to get a new solution in place for the customer so they could retire the old server. Having an out-of-date server posed a large concern for Mc-Cullough as such a workflow could not guarantee security and protection. No one knew what was being backed up and what was not.

Furthermore, company data was spread out all over the place. Some users were saving files locally on their laptops, home computers, other cloud storage solutions such as Dropbox, and everything in between. With working from home, employees hade gotten sloppy with their data, trying to juggle working remote and in-office work, sometimes on multiple devices.

We introduced the customer to Microsoft’s SharePoint and OneDrive products as a possible solution. After discussing some of the many benefits, it was determined to be a perfect fit.
We went straight to work, creating a detailed plan to move the customer to Microsoft 365 in a secure and efficient manner.

After our discovery call, we found out that McCullough had moved from their old email provider over to Microsoft 365 to utilize their Exchange Online product. This was great news, as it meant we could leverage their existing Microsoft 365 setup and help them with proper security, management, licensing, and consolidating several of their cloud services into one simple service and invoice.

Harnessing OneDrive & SharePoint

Recognizing the unique needs of McCullough, we proposed utilizing Microsoft 365, a comprehensive suite of productivity solutions crafted specifically for the evolving demands of modern workplaces that harnessed the advanced functionalities of OneDrive and SharePoint, by centralizing the storage of our clients’s data into a unified, managed system. We eliminated the inefficiencies stemming from scattered data across different locations, and in addition, we helped McCullogh with collaboration.

  • Streamlined access to data with enhancedreliability and protection.

  • Individual users can securely store, access, and share files from any device and location.

  • Enhanced collaboration & communication among employees and customers.

  • Increased flexibility to share files & folders with specific individuals or groups including granular permissions.

  • Document request workflows allowing employees to request specific documents from customers to submit directly to OneDrive or SharePoint.

  • Heightened sense of confidence in data security and reliability for our client.

  • Managing routine Microsoft 365 tasks such as user onboarding/offboarding, password resets, etc.

By taking over the management of MS365 from the customer, we were able to free up valuable time and resources for our client to focus on their business and not IT tasks. Our consolidation not only streamlined data access and collaboration but also brought about a heightened sense of confidence in data security and reliability for McCollough.

Top Benifits

A Designated CSP – Here to help get you to the Cloud

In addition to facilitating the seamless migration and setup of Microsoft 365, we assumed the role of the customer’s Cloud Service Provider (CSP). By doing so, we were able to offer an all-in-one pricing scheme, simplifying billing and procurement processes for our client. Moreover, as their designated CSP, we took on the responsibility of managing routine Microsoft 365 tasks such as user onboarding/offboarding, password resets, and other administrative tasks, as well as technical support, freeing up valuable time and resources for our client to focus on their business and not IT tasks.

Most importantly, McCullough successfully decommissioned their outdated file server, which had reached its End-of-Life status and posed significant security and reliability risks. The transition eliminated the ongoing expenses associated with servicing the hardware when problems arose. These maintenance costs were seamlessly transferred to Microsoft 365 and Compliant Workspace, making this an obvious financial decision for McCullough. Lastly, consolidating technology with a single service provider removed aging in-house hardware and software costs and reduced monthly subscription fees. This consolidated approach not only trimmed overhead costs but also simplified IT management and support.

Why Compliant Workspace?

What appealed to McCullough was the bundled approach of Compliant Workspace, offering not just a single service, but a consolidated solution encompassing all aspects of their cloud transition.

Like many small businesses facing similar dilemmas, McCullough was aware of cloud storage technologies such as OneDrive and SharePoint but lacked the knowledge and expertise to make the transition to the cloud. Despite already being on Microsoft 365 for their email services, their attempts to seek guidance from Microsoft support yielded limited results, leaving them feeling lost – Questions they had:

  • Which features do I need?
  • What Microsoft licenses are needed?
  • How do we move the data to the cloud?
  • How is company data protected once on the cloud?

Positioned For Success

With Compliant Workspace and Microsoft 365 in place, concerns about server health and potential technical issues became a thing of the past, replaced by a focus on productivity. Overall, these enhancements underscore McCullough & Figs’s dedication to innovation and efficiency, positioning them for sustained success amidst a competitive market landscape.

Results of Moving to Microsoft 365

When everything was said and done,  and everyone was running on the updated systems, they were provided with individual private OneDrive accounts for each employee, along with several SharePoint sites for shared data within the company. By replicating the permissions and sharing structure of the old file server, data access appeared seamless to employees. This transition allowed the client to eliminate expenses linked to the old file server and allocate some of those funds to cloud services. Gone were the days of server related downtime, IT troubleshooting calls, and lost productivity and frustration.

Furthermore, employees were happy with the ability to effortlessly access SharePoint and OneDrive from home, on the go, or any other location, with the assurance that their data remained securely accessible.


When a small business decides they want to move to the Microsoft Cloud, its important they choose a provider with a Consolidated 365 service since Microsoft has designed its subscriptions for firms with the budgets to dedicate IT staff who can setup, secure and protect their employees and data in the cloud.

They will likely be required to purchase and manage additional tools to help accomplish this. However, small companies, those who need a high level of security and protection in the cloud want a different approach: “They wanted to choose a Consolidated 365 Service Provider who will bundle critical services together and allow companies to get the most out of their products right from the beginning without any hassle“.

Emphasis on Security & Continual Monitoring

Compliant Workspace’s emphasis on security, continual monitoring, and the implementation of best practices within the Microsoft environment, coupled with our Security Plugin and Cloud Protect add-ons, instills a reassuring sense of confidence and peace of mind for the client regarding the safety and accessibility of their cloud-stored data.”

Reach out to us today to learn how Compliant Workspace can help you move to the cloud, Fully Secured, Fully Protected

About Compliant Workspace

Compliant Workspace is a managed Microsoft 365 cloud service provider committed to giving small companies an option to move their firm to the Microsoft 365 Cloud. With our unique Consolidated 365 Service® we include our Pre-Set 365 Security Template, our 365 Cloud Protect and our 365 Cloud Migrate that gives your firm an office in the Cloud – fully-secured, fully-protected: out-of-the-box.

Contact us today, and get your firm on the Microsoft Cloud