Case study · Construction health & safety

Microsoft 365 and SharePoint for Berkia & Whitney

A fast-growing business had outgrown its email and file storage. We moved the team to Microsoft 365 and gave company and client data a secure, organised home.

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The challenge

The brief

Berkia & Whitney is a construction health and safety business based in Doncaster. They came to GWB Tec wanting a better way to handle their email, file storage and business data.

The company had grown quickly from a small team into a much larger business, but its technology hadn't kept pace. Email still ran on a basic Fasthosts setup and company files lived in Dropbox.

That was fine in the early days. As the team grew, it became harder to manage securely: permissions were unclear, staff needed different levels of access, and keeping company and client data under control across many users was increasingly difficult.

The team also worked across a mix of Windows and Mac devices. With Teams not working properly for some users, people holding the wrong access and data spread across different systems, the setup was becoming hard to control.

They needed something more secure, centralised and able to grow with them, with clear permissions and a reliable structure for new and existing client work. GWB Tec was asked to design a practical, cost-effective solution and provide hands-on support throughout.

The approach

What GWB Tec did

GWB Tec designed and implemented a Microsoft 365 and SharePoint setup that brought company email, files and client data into one place.

Email moved to Microsoft 365

All 28 mailboxes were migrated from Fasthosts to Microsoft 365. The move was planned carefully to keep disruption to a minimum, and each user was supported through the setup so they could carry on working with as little interruption as possible.

A structured home for company and client data

SharePoint replaced Dropbox as the central, secure location for company and client information. We designed the structure, permissions and templates so staff can reach what they need, and only what they need.

Automated SharePoint site creation

To make ongoing management easier, we built a custom Power Automate and Power Apps solution. It lets Neil at Berkia & Whitney create new SharePoint sites for clients and projects through a controlled, repeatable process, taking out much of the manual setup work and keeping every new area consistent.

Hands-on support throughout

Alongside the project, GWB Tec provided ad-hoc IT support across both Windows and Mac devices, sorting out access issues, Teams problems and new user setup.

What was involved

Microsoft 365

SharePoint Online

Ad-hoc IT Support

Power Apps

Data Migration

Mail Migration

Project highlight

The key to this project wasn't just moving email and files into Microsoft 365. It was giving the business a better long-term structure.

By combining Microsoft 365, SharePoint, Power Automate and Power Apps, Berkia & Whitney moved away from a setup that had become difficult to manage, towards one that is more secure, scalable and organised.

The result

The outcome

Berkia & Whitney now has a secure, centralised Microsoft 365 environment, with email, company data and client information managed in a clearer and more controlled way.

Moving from Fasthosts and Dropbox to Microsoft 365 and SharePoint has improved access management, reduced confusion over permissions and given the company a better foundation as it continues to grow.

The Power Automate and Power Apps solution gives the team a faster, consistent way to set up SharePoint sites for new client and project work.

The work is ongoing, with further SharePoint improvements and a new website planned. Berkia & Whitney now has one trusted point of contact for Microsoft 365, SharePoint, user support and future technology projects.

Need a better way to manage email, files and client data?

We help growing businesses move to Microsoft 365, organise SharePoint and simplify day-to-day IT support.

Talk to GWB Tec