For accounting services firm Add iT, each client engagement spawns a steady waterfall of documents and email messages over the years, which all must be filed away and organized because of the highly regulated nature of accounting. The firm constantly gets urgent requests about when and why things were done in the past, so managing director Annie Conza has a high bar for success when it comes to searching for files, “If I can’t find something in one minute from among our hundreds of thousands of emails and files, I’m not happy.”
With harmon.ie, Add iT implemented its “no documents on desktops” policy to ensures every file and email gets saved in the right spot in SharePoint for quick recall in the future.
“Our ability to respond to inquiries within seconds makes us a vital resource for our clients, who will even contact us from board meetings when they need historical data to make key decisions.”
Annie Conza, Managing Director at Add iT Consultants