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Microsoft Office 365 Case Study - Oasis Research

Oasis Research is a marketing consulting company specializing in strategic customer feedback. Founded in 1998 with a restaurant client with a need for better customer service, Oasis Research created customer feedback programs to review, to refocus, and to retrain employees so that the end product was the intended branded product. Today, Oasis Research’s main focus is detailed secret shopper reports. The Company also manages on-line research, phone research and customer satisfaction studies. Oasis Research handles primarily higher-end retail clients, who believe in higher end customer service and on-going research to meet specific goals and objectives. This approach to strategic research is different than most national quantitative “research” houses.

Oasis Research needed a way to provide the research reports it produces for its clients online and in a way that allowed each client to access only its own reports. In addition, some clients needed the reports broken down by region and then by stores in each region. Oasis had previously sent hundreds of emails to contacts at clients with the reports attached to the email.

iTechPro provided an Office 365 SharePoint site with Office Web Apps that perfectly meets the needs of Oasis research and its clients. iTechPro implemented SharePoint customizations, provided data migration services, light modifications to the main Oasis web site and training on the new SharePoint system. iTechPro also enabled the external users feature of SharePoint and facilitated the invitation of external users (Oasis clients) to the SharePoint Site. iTechPro then applied the appropriate permissions to allow external users to access only their own client reports.

Nationwide clients with hundreds of locations were set up so that their client access portal was broken down by several regions with regional managers having access to information only appropriate for their specific region.

By providing the SharePoint site for its clients, Oasis Research is now able to provide easy, secure and nationwide access to the research reports it produces for its clients. Using Office Web Apps, clients will also be assured of being able to open the reports even if they do not happen to have Office installed on their computer. In addition, Oasis will be able to provide a historical library of research reports that the client is free to access at any time.

By moving to an online system, Oasis also solved the rare but important problems associated with email systems and email attachments. These challenges included emails falsely identified as SPAM, file size limits on attachments, and clients without the necessary software to open the attached files.

iTechPro is an authorized Microsoft Office 365 Partner specializing in cloud migration services and SharePoint customization.