Solar Client Case Study
Powering Productivity for a Growing Solar Company with Microsoft 365
Background
Our client, a fast-growing solar energy provider with three separate business units (sales, installation, and service), was struggling with a disconnected and inefficient digital infrastructure. Each division operated in silos – some using personal Gmail accounts, others on Google Workspace, and a few relying on Microsoft 365 through GoDaddy. As the company expanded, these fragmented systems created serious roadblocks to communication, collaboration, and data security.The Challenge
- Field and office teams used different platforms, leading to lost files, missed emails, and inconsistent project documentation.
- Data was scattered across personal and business-owned accounts, making collaboration difficult and compliance risky.
- GoDaddy’s limited Microsoft 365 features restricted admin control, impeding centralized IT management.
- With solar installations involving complex coordination between design, permitting, sales, and field crews, the lack of shared access to project files caused major workflow delays.
Our Solution
We delivered a comprehensive IT transformation by consolidating all departments into a single, independent Microsoft 365 tenant, giving the client full administrative control and enterprise-grade features.Here’s how we did it:
- Email Migration: We used BitTitan MigrationWiz to migrate emails from Gmail, Google Workspace, and GoDaddy Microsoft 365 accounts ensuring no downtime and full data retention.
- Drive Migration: Leveraging Google Takeout and BitTitan, we moved all essential project documents, contracts, and design files from Google Drive into OneDrive for Business.
- Collaboration Overhaul: We implemented SharePoint Online sites tailored for each division (Sales, Design, Permitting, and Field Operations) so teams could collaborate in real time and manage project documentation in one place.
- Cloud Storage Enablement: OneDrive for Business was rolled out to all users, giving both office and field staff secure access to files from anywhere (critical for crews working on job sites).
- User Training & Adoption: We provided role-specific training to help users embrace Microsoft Teams, SharePoint, and OneDrive, improving workflows across the board.
The Results
- Unified Communication: Teams now collaborate effortlessly across departments using Outlook, Teams, and SharePoint.
- Streamlined Project Management: From sales proposals to permits and job site photos, all project files live in structured, secure SharePoint libraries.
- Improved Mobility: Field crews access job files on tablets and phones via OneDrive and Teams, reducing delays and boosting productivity.
- Centralized Control & Security: The company now has full admin rights over its Microsoft 365 tenant, with MFA, user policies, and backups in place.
Client Feedback
“This migration completely transformed our operations. We can now manage solar projects faster, stay organized across departments, and give our field teams the tools they need no matter where they are.” -
Director of Operations