Real results from real work
These examples illustrate how ClearOps approaches technology operations challenges. Each represents a representative client scenario created to show our methodology and outcomes.
Regional logistics provider consolidates identity and device management
Client context
A regional logistics provider with 12 terminals across three states, employing approximately 280 people. The organization had grown through acquisition, inheriting multiple IT environments with inconsistent security controls and device management.
The challenge
Each terminal operated with its own approach to user accounts, device provisioning, and security policies. When employees transferred between locations, IT spent days manually recreating access. Device refreshes were chaotic, with some terminals running outdated hardware while others had recently purchased equipment that wasn't properly configured. There was no single source of truth for who had access to what.
Our engagement approach
We started with a comprehensive assessment of all 12 environments, mapping user accounts, devices, and access patterns. We identified overlapping tools, inconsistent configurations, and security gaps. Then we designed a unified Microsoft 365 environment with centralized identity management, automated device provisioning, and consistent security policies across all terminals.
Implementation details
- Migrated all terminals to a single Microsoft 365 tenant over six months
- Implemented Azure AD with conditional access policies and multi-factor authentication
- Deployed Intune for automated device enrollment and configuration
- Created standardized device images for different roles (warehouse, dispatch, management)
- Built automated onboarding workflows that provision accounts and devices within hours
- Established quarterly device refresh planning with clear budget visibility
Outcomes
60%
Reduction in onboarding time
100%
Devices under management
40%
Reduction in IT support tickets
What changed
Terminal managers now request new hires through a simple form, and IT provisions accounts and devices within hours instead of days. When employees transfer between locations, their access follows them automatically. Security policies are consistent everywhere, and the IT team spends less time on manual tasks and more time on strategic improvements.
Multi-location advisory firm improves secure remote collaboration
Client context
A financial advisory firm with four offices and 85 advisors, many of whom work remotely or split time between locations. The firm handles sensitive client data and must maintain strict compliance with financial industry regulations.
The challenge
The firm had adopted remote work quickly during 2020 but never formalized the technology approach. Advisors were using personal devices, unsecured file sharing, and inconsistent communication tools. Client data was scattered across multiple platforms with no clear ownership. The compliance team was concerned about data security, and advisors were frustrated by tools that didn't work well together.
Our engagement approach
We conducted interviews with advisors across all locations to understand their actual workflows, then mapped those workflows to secure technology solutions. We designed a unified collaboration environment that made the secure path the easy path, so advisors wouldn't need workarounds. We also worked with the compliance team to ensure every solution met regulatory requirements.
Implementation details
- Deployed Microsoft 365 with Teams, SharePoint, and OneDrive as the primary collaboration platform
- Implemented conditional access policies that adapt security requirements based on location and device
- Created secure client workspaces in SharePoint with proper access controls and audit logging
- Established device management policies for both company-issued and BYOD scenarios
- Built automated onboarding that provisions access based on role and location
- Conducted security awareness training focused on real scenarios advisors face
Outcomes
95%
Advisors using approved tools
Zero
Compliance findings in latest audit
50%
Faster new advisor onboarding
What changed
Advisors now have a single, secure platform for client work that works equally well from the office, home, or on the road. Client data is properly secured with clear access controls, and the compliance team has full visibility into who can access what. New advisors can start working with clients on their first day instead of waiting a week for IT to set everything up.
Specialty care network reduces manual intake handoffs
Client context
A specialty care network with six clinics and 140 staff members serving patients across a metropolitan area. The network had recently implemented a new electronic health record (EHR) system but was struggling with workflow integration.
The challenge
Patient intake involved multiple manual steps: front desk staff collected information on paper forms, then manually entered it into the EHR. Referrals from primary care providers arrived via fax or email, requiring staff to manually route them to the right specialist. Appointment reminders were sent inconsistently, leading to no-show rates above 20%. Staff spent more time on administrative tasks than patient care.
Our engagement approach
We shadowed staff across all six clinics to understand the actual intake workflow, not just the documented process. We identified bottlenecks, duplicate data entry, and manual handoffs that could be automated. Then we designed a workflow automation solution that integrated with the existing EHR while reducing manual steps.
Implementation details
- Implemented digital intake forms that sync directly to the EHR
- Built automated referral routing based on specialty and availability
- Deployed automated appointment reminders via SMS and email
- Created a dashboard showing real-time intake status across all clinics
- Integrated fax-to-email conversion for incoming referrals
- Trained staff on new workflows and provided ongoing support
Outcomes
40%
Reduction in admin time per patient
12%
No-show rate (down from 20%)
3 hrs
Saved per clinic per day
What changed
Front desk staff now spend less time on data entry and more time with patients. Referrals are routed automatically to the right specialist within minutes instead of hours. Patients receive consistent reminders and can complete intake forms online before their visit. The network has capacity to see more patients without adding administrative staff.
Ready to see similar results?
Let's talk about your technology operations and what we can help you achieve.
Start the conversation