Advisers Worldwide is a personal finance consultancy based in Kuala Lumpur, with 12 full-time employees handling expatriate financial planning for over 300 customers. A recent management buyout prompted the company to re-evaluate their IT solutions.
With only 12 employees, Advisers Worldwide relied heavily on communication to maintain a high level of service and efficiency. They needed a new e-mail solution that was easy to use, scalable and more efficient. They also needed to be able to use it on multiple platforms because they were frequently out of the office.
Microsoft Exchange Online (part of Microsoft Office 365, our cloud productivity service) allowed them to sync their email, contacts and calendar functions across different platforms in the cloud.
The Results and Benefits
“Changes to our business model can result in considerable capital outlay, which we hope to minimise where possible. Exchange Online helps us to do that while maintaining the same level of professionalism.”
Clive Macdonald Managing Director of Advisers Worldwide (Malaysia) Limited
- Deployment took less than a day, ensuring business continuity
- Integrating Exchange Online with Microsoft Office Outlook improved efficiency by bringing e-mails, calendar and contacts into a single interface
- Calendars synchronised across all devices, solving an important issue of the legacy system
- Cloud services allowed seamless transition of email as users switched between various platforms, while helping to reduce costs and simplify maintenance
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