AG Capital Group increases productivity by 40%

Migration to Microsoft Office 365 brought more agility to the business and had the full support of the Customer Success team at Teltec Data

The AG Capital Group, one of the leading tax technology companies in the country, increased its technological efficiency provided to a channel of over 600 partners by 40% after implementing Microsoft Office 365.

The project was supported by Teltec Data, which guided the selection of the best tools, assisted during the migration process, and provided all the necessary help through its various specialized teams.

“We needed a partner who understands our challenges, helps us achieve our goals, and assists us in developing a technological architecture that supports this growth sustainably.”

To this end, some changes began to occur right away. One of the first steps in this restructuring was the standardization of various collaboration tools into a single model.

“During this process, we realized that we were using products from different manufacturers that did not communicate with each other. This caused various friction due to incompatibility and lack of integration between them,” explains Fábio.

The choice for Microsoft Office 365 was made through the consultancy of Teltec Data, a long-time partner of the Group.

“The biggest challenge was finding the best cost-benefit ratio, and the Teltec sales team was very competent in crafting an offer that fit within our budget and met the needs of our employees,” said Fábio.

The expert explains that the solution found was to merge Microsoft licenses. The migration of over a thousand licenses of Microsoft Office 365 products took place in just two hours.

Fábio explained that, before implementation, various scenarios were drawn up, with possible errors mapped and a process for how to act in each situation established. According to him, the strategy consisted of keeping both environments (the old and the new) running simultaneously until users were notified to stop using the old one.

“From then on, when we ‘flipped the switch,’ everything was already updated, functioning, and ready for use.”

Fábio states that the migration occurred very naturally and professionally, within an execution window and without major unforeseen issues.

“The team did everything to support us from the beginning, from producing tutorials and explanatory videos to opening an exclusive communication channel with the manufacturer in case something went wrong, which was not needed. The support and guidance from the Customer Success team were sufficient for the entire migration to be a success, so much so that the employees did not feel any impact, lost no data, and were very surprised by the methodology and speed of the process.”

The gains, according to Fábio, were perceived immediately. Users now have a single management interface, with integrated tools, and have specialized support at their disposal.

“Before, we would open a ticket with the manufacturer and wait until someone saw and responded to our message. Now, we have communication with Microsoft when necessary and the Teltec Customer Success team, which is always present, assisting us with what we need and suggesting new resources to further accelerate our productivity,” explains Fábio.

The partnership between the AG Capital Group and Teltec has been so successful that the specialist already has two new projects under analysis for the near future.

“We know that Teltec is a great partner for our journey. They stand by the client and support them at all times. That’s why we recommend them and rely on them to support our growth, providing us with products that improve productivity, facilitate decision-making, and provide more security to the business,” he concludes.