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Case Studies

Case Studies

Real problems. Real businesses. Real fixes.

No hypotheticals here. Below is a small selection of the Microsoft 365 problems we’ve actually walked into, what we built to fix them, and the numbers that came out the other side.

the client case study
Legal

Turning a 90-minute Word training session into fewer formatting headaches across the firm

This legal firm wanted to improve Microsoft Word capability across its team, but the real story behind the request was a set of familiar practice-wide problems: inconsistent formatting, numbering issues in long documents, and copy-and-paste chaos. We delivered a live 90-minute Teams training session for around 29 legal professionals, built entirely around the firm's own documents, covering everything from Styles and multilevel numbering to Track Changes and PDF conversion.

  • Live 90-minute Microsoft Teams session delivered to around 29 legal professionals
  • Training built around the firm's own real documents, not generic examples
  • Opportunities for future document governance and template improvements identified
Read the full case study
State Workplace Safety Authority case study
Government

Rebuilding static assessment and referral forms into guided, tamper-proof Word documents

This government workplace safety authority relied on a suite of complex Word forms for assessment, referral and reporting workflows, but inconsistent formatting and disjointed layouts made them difficult to complete, and users could easily alter formatting or delete mandatory content. We rebuilt every form from the ground up using structured styles, advanced content controls and document protection, so staff now complete each one by simply tabbing through guided, locked-down fields.

  • Entire suite of assessment, referral and reporting forms rebuilt with consistent formatting and branding
  • Content controls and document protection prevent accidental changes to layout or mandatory content
  • Guided tab-through data entry replaces static, error-prone form completion
Read the full case study
State Government Health Department case study
Government

Rebranding a Master Template, then transferring an entire document set into it cleanly

Undergoing an organisation-wide branding update, this state government health department needed a new Master Template published to their intranet for staff to download, and every existing document brought across into the new format. We built the new Master Template with a Quick Part to simplify a repeating element, then used our in-house transfer process to move the client's entire document set into it without corrupting content along the way.

  • New Master Template built to the organisation's updated branding
  • Entire existing document set transferred into the new format
  • In-house transfer process kept content clean, with manual refinement for full brand alignment
Read the full case study
State Government Health Department case study
Government

Turning brand templates into editable PDF forms staff can fill in and maintain

Having recently completed a new master template for this state government health department, we were asked to build two internal staff forms on top of it. We built both forms directly into the existing branded template, converted them into editable PDFs using Adobe Acrobat Pro, and trained the client's team to make minor content changes themselves going forward.

  • Two internal forms built directly into the client's existing master template
  • Editable PDF fields let staff complete forms without breaking the layout
  • Client's own team trained to make minor content changes independently
Read the full case study
Red Fox Advisory case study
Professional Services

Rebuilding a full template suite to lock a new brand in, not just apply it

The client was updating its branding, but its Word templates kept breaking, with formatting corruption and staff freely overriding brand elements creating constant manual rework. We rebuilt the entire template suite from a single Master Template, added a custom Formatting tab to lock down font controls, and built a set of branded Quick Parts, so the new brand stays consistent without ongoing fixes.

  • Eleven sub-templates rebuilt from one consistent Master Template
  • Font and font-size controls locked down to enforce brand styles
  • Branded Quick Parts let staff insert cover pages and elements instantly
Read the full case study
Corporate Resources Group case study
Mining and Resources

One shared Global Common template keeping four entities on-brand without four separate rebuilds

This corporate group needed consistent, professional templates across four related entities, without duplicating the work of building and maintaining branding for each one separately. We built custom Master Templates for each entity from a single shared Global Common template, and added a custom Formatting tab with a copy/paste macro that strips out foreign formatting and applies approved styling automatically.

  • Custom Master Templates delivered for four entities from one shared Global Common base
  • Copy/paste macro strips foreign formatting and applies approved styling automatically
  • Custom Formatting tab gives staff practical, everyday tools without leaving Word
Read the full case study
Water Utility Education Program case study
Education

Turning an InDesign lesson design into Word and PowerPoint templates educators could actually use

The client's water education program had a lesson template designed in InDesign by their design partner, but curriculum writers across Western Australia needed to build lessons in Word and PowerPoint, not Adobe software. We translated the InDesign design into fully functional Word and PowerPoint templates, building Quick Parts and a Slide Master system so educators could assemble consistent, branded lessons without wrestling with formatting.

  • InDesign lesson design translated into fully working Word and PowerPoint templates
  • Quick Parts built so educators can insert required layouts in a click
  • Slide Master system with locked-down branding, ready for lesson creation
Read the full case study
State Government Transport Department case study
Government

Building a custom Word ribbon that stops corporate templates breaking under everyday use

Following a major brand refresh, a state government transport department needed its entire Microsoft Office environment modernised, with staff across large, collaborative documents regularly hitting formatting corruption, inconsistent branding and accessibility gaps. We redesigned 17 enterprise Word templates, built a custom Word Formatting Control Tab to enforce approved styles automatically, and delivered a new PowerPoint master framework with 10 additional precinct-specific themes.

  • 17 enterprise Word templates redesigned to the new brand
  • Custom ribbon lets non-technical staff create on-brand documents without Word expertise
  • Copy-and-paste formatting corruption controlled at the source, with a one-click clean-up fallback
Read the full case study
the client case study
Environmental Services

Rebuilding a beautifully designed template that Word itself couldn't cope with

The client had just had a new set of Word templates designed to their brand, and visually they were exactly right. The problem was underneath the surface: the templates hadn't been built the way Word needs to be built, which made them inefficient to use and prone to formatting errors. We rebuilt the entire suite from the ground up, keeping the design faithfully intact while making the templates genuinely fit for daily use.

  • Full template suite rebuilt in Word without changing the approved design
  • Formatting errors designed out at the structural level, not patched over
  • Templates made efficient and reliable for staff to use every day
Read the full case study
the client case study
Strata and Committee Management

Turning a multi-author committee report into one polished PDF, over a weekend

The client, representing a local executive committee, needed reports from several authors with limited Word experience collated, formatted consistently, and combined with several supporting PDFs into a single, clean document ready for submission, all against an urgent deadline. We built a properly formatted Master Template, transferred every author's content into it working after hours and over the weekend, then merged the finished document with the supporting PDFs into one submission-ready PDF.

  • Reports from several authors with limited Word skills unified into one consistently formatted document
  • Master Template built and content transferred after hours and over a weekend to meet an urgent deadline
  • Multiple Word documents and PDFs merged into a single, clean PDF ready for submission
Read the full case study
the client case study
Legal

Locking a law firm's style guide into templates staff couldn't quietly override

This legal firm had a style guide on paper, but in practice staff were editing documents to suit their own preferences rather than following it, leaving formatting inconsistent from one file to the next. We built a full suite of documents based on the firm's style guide, then added our custom Formatting tab so staff could access the built-in legal numbering lists easily, without the formatting being easy to change.

  • Full document suite rebuilt to match the firm's own style guide
  • Custom Formatting tab added for one-click access to legal numbering lists
  • Formatting made difficult to override, keeping every document consistent
Read the full case study
National Sporting Organisation case study
Sport

One Word Master Template and a colour theme for every discipline's brand

A national sporting organisation runs several disciplines under one parent brand, each with its own colours and visual identity. Staff were applying discipline branding to documents by hand, leading to inconsistent results and templates that were hard to maintain. We built a single Word Master Template with a suite of discipline colour themes, so the client can create discipline-specific sub-templates where covers, styles, numbering and tables all pick up the right brand colours, and trained the team to manage them going forward.

  • One Master Template now underpins every discipline's sub-templates
  • Applying a discipline's colour theme updates the colours across covers, styles, numbering and tables
  • 30+ approved brand colours added beyond Word's standard colour theme
Read the full case study
Kula case study
Investment

Cutting a 6-7 day investment review down to 90 minutes with an AI agent workflow

The client finds remote companies globally who may struggle to get investment, then reviews each one against KYC, compliance, legal and financial criteria before deciding whether to invest. That review relied on one person manually researching every applicant and cross-checking their own policy, taking six to seven days per application. We built an AI agentic workflow that pushes each application and its supporting documents through a series of skilled agents, producing a detailed, referenced, drillable review in around 90 minutes.

  • Review time cut from 6-7 days to around 90 minutes per application
  • Every finding fully traceable, with references built in throughout
  • Reviews now broader and more detailed than the manual process allowed
Read the full case study
Office Experts Internal case study
Professional Services

Turning call notes and a rate card into a first-pass proposal inside the real Word template

The client's own proposal-writing process relied on reps manually re-reading transcripts and briefs, then copy-pasting fee figures and consultant details from the last similar proposal. We built a conversational AI assistant that turns a job request, tone guidance and call notes into a first-pass proposal drafted straight into the real Word template, complete with live fee tables, payment milestones and a consultant roster pulled from the current rate card, then migrated the tool fully inside the Microsoft/Azure tenant to meet IT's compliance requirements.

  • Manual, multi-round drafting turned into one guided conversation
  • Every draft pulls the same live rate card and consultant roster, not copy-pasted figures
  • External vendor and hosting setup retired in favour of Azure SQL, App Service and Entra ID
Read the full case study
A tax depreciation specialist case study
Tax & Accounting

Replacing manual quote requests with an instant online tax depreciation calculator

The client helps property investors understand what they can claim in tax depreciation, but had no way for a prospective customer to get an estimate without contacting the office directly. Every enquiry meant a staff member manually looking up the relevant depreciation figures and working through the calculation by hand before emailing a quote back. We built a custom React-based calculator, embedded into their WordPress site as a plugin, that lets a property investor enter their own details and receive an instant, branded estimate by email, with the same result sent straight to the client's team at the same time.

  • Property investors get an instant online estimate instead of waiting on a manually prepared quote
  • Results are emailed automatically to both the customer and the client's team the moment a form is submitted
  • Depreciation figures and calculation logic no longer looked up and applied by hand for every enquiry
Read the full case study
the client case study
Food Manufacturing

Merging an array of clunky Excel workbooks into one automated costing system

The client manufactures packaged food products for sale in supermarkets and grocery stores, but built and costed every product using an array of disconnected, in-house Excel workbooks. Data didn't flow between them, key costing components were missing, and the whole system was clunky to work with. We rebuilt it as a single Excel Costing Workbook with a forms interface, automatic cost updates, and a restricted Admin view of the core costing data.

  • Disconnected workbooks combined into one automatically updating costing system
  • Sale prices, gross and net margins now calculated automatically by state
  • Admin-only access protects core costing data while forms keep daily use simple
Read the full case study
GM Building Consultants case study
Building and Construction

Turning manual enquiry handling into an automated quote-to-email pipeline

These Building Consultants were managing building inspection enquiries entirely by hand, from receiving the initial request through to putting together and sending a quote. The manual process was slow and prone to errors that meant rework and lost time. We built an automated system on SharePoint, Power Apps and Power Automate that receives enquiries, manages them through to completion, and generates quotes ready to send by email.

  • Enquiry handling moved from a fully manual process to an automated pipeline
  • Rework from manual errors eliminated from the quoting process
  • Business owners freed up to focus on clients and the business itself
Read the full case study
Retail Insights Provider case study
Retail

Proving external partners could never see each other's Power BI data

A retail data provider had partner-facing Power BI reports already built, but needed certainty that one wrong setting could not expose a partner's data to another before any external access went live. We reviewed the reports for design and usability, locked access down with Row-Level Security, and tested with a real external account against the client's own figures, matching to the cent, without changing anything the internal team relied on.

  • Partner data isolation tested and verified to the cent, not assumed
  • Export and extraction options closed off for external partners only
  • Adding a new partner turned into a simple, repeatable task the internal team runs itself
Read the full case study
Commercial Manufacturing Company case study
Manufacturing

Turning a new project email into a fully built job folder in seconds

A manufacturing client's project setup relied on staff manually creating folders across multiple SharePoint sites, renaming them to match convention, and copying in templates by hand every time a new job was won. We built a Power Automate flow that reads the project details straight from the notification email and does the entire setup automatically.

  • Project setup time cut from roughly 30 minutes to under 1 minute
  • Naming convention errors across SharePoint sites eliminated entirely
  • Built-in error handling flags admins immediately if a step fails
Read the full case study
Multi-Site Community Services Provider case study
Community Services

Replacing a 400MB linked spreadsheet with a one-click Power Query refresh

A four-location community services provider had each site keying records into its own workbook, with a central file pulling them together through direct workbook links. The structure had grown past 400MB and thousands of columns wide, and every new reporting breakdown meant hours of manual rework. We rebuilt it as a row-based entry template consolidated with Power Query, migrating all existing data into the new structure.

  • Consolidation of 4 location workbooks reduced to a single refresh action
  • File structure changed from growing sideways to a stable row-based dataset
  • Reporting breakdowns now built by dragging pivot fields, not new formulas
Read the full case study
Allied Health Provider case study
Healthcare

Removing manual form chasing for around 1,000 active patients

An allied health provider was sending intake and milestone forms to every patient but tracking who had and had not responded entirely by hand, pulling clinical staff away from care to send reminders and escalations. We built two scheduled Power Automate flows against the provider's Microsoft Fabric data warehouse that send reminders, escalate overdue cases and close off completed forms automatically.

  • Manual reminder and escalation work removed for roughly 1200 active patients
  • Outstanding forms actioned daily without staff needing to check status
  • Follow-up timing and escalation rules adjustable through configuration, not code
Read the full case study
Professional Services Team case study
Professional Services

Moving a team off shared logins onto a proper SharePoint foundation

A small team was running their entire email, files and calendar through a single shared login, with a second shared login for their bookings system. Files were treated like a shared drive, versions clashed, and nobody could see who had changed what or be removed cleanly when they left. We ran a series of live SharePoint Foundation Workshops that built a proper site structure, an Owners, Members and Visitors access model, and a plan to retire the shared logins altogether.

  • Access model rebuilt around security groups instead of individual logins
  • Document libraries mapped to how the team actually works, not the old folder tree
  • Clear plan in place to retire both shared logins using proper Microsoft 365 patterns
Read the full case study
Windowline case study
Building and Construction

Replacing 50-page proposals built by hand with a database-driven document generator

Windowline installs windows across commercial and residential properties, many of them high-rise apartment blocks, mainly in Sydney. Every proposal, quote and contract was pieced together manually from paper records and Excel, often running to 50 or more pages. We designed an Access database, later migrated to SQL Server, that lets staff select the sections they need and generates the full Word document automatically, complete with project and client details, quote tables, data and images.

  • 50+ page proposals and contracts generated automatically instead of assembled by hand
  • Users select exactly which sections to include, from project details to quote tables and images
  • Built-in Excel exports and auto-generated emails with attachments streamlined delivery
Read the full case study
On Course Golf case study
Retail

Turning a year of scattered supplier sales files into one automated summary

The client received dozens of separate Excel files from each supplier throughout the year, detailing sales made to every club and member across each month and quarter. We built a Power Query and Power Pivot solution that pulls all of this raw data in automatically, categorises it, and produces year-on-year comparisons by supplier, member, month and quarter without a single manual copy and paste.

  • Dozens of supplier files a year consolidated automatically into one summary
  • Sales comparable by supplier, member, month and quarter at a glance
  • Quarter-on-quarter, year-on-year comparisons generated without manual rework
Read the full case study
Major Retail Bank, Life Insurance Division case study
Financial Services

Cutting competitor response time from two weeks to twelve minutes

This major retail bank's life insurance division was consistently late to competitor pricing and product moves, with intel assembled by hand from fragmented sources already stale by the time it reached the product team. We built an AI-driven competitive intelligence system on the client's own Microsoft 365 tenancy that monitors competitors around the clock, detects and scores material changes, routes prioritised alerts into Teams and internal review workflows, and learns from every decision reviewers make.

  • Response time cut from 2 weeks to 12 minutes, detection to action
  • Signal-to-noise on competitive intel improved by 87%
  • 200+ escalations handled per month with no manual triage
Read the full case study
Retail Analytics Business case study
Retail

Turning a days-long PowerPoint build into a one-click, 600+ slide deck

A retail analytics business was building large retailer review decks by hand, pulling figures out of Power BI, pasting them into templates slide by slide, and repeating that process across the whole range every time. We built a Python tool that reads a simple scope sheet, queries Power BI directly, and assembles a fully branded deck of around 660 slides in under five minutes.

  • A full ~660-slide review deck now built in under 5 minutes, not days
  • Manual slide-by-slide assembly replaced with a single click
  • Fragile, breakage-prone files replaced with a reliable, self-contained deck
Read the full case study
National Sporting Goods Provider case study
Retail

Resolving customer service tickets end to end in 3 hours instead of 48

This national sporting goods provider ran its entire customer service function out of Microsoft 365, with agents manually triaging every ticket, updating spreadsheets and writing responses by hand. We built a chained agentic AI system on Power Automate and Power Apps, with specialised Classifier, Resolution, Validation and Escalation agents working in sequence, human-in-the-loop review feeding continuous training back in, and the system now resolving two-thirds of tickets end to end with no human intervention.

  • Resolution time cut by 94%, from a 48-hour average down to 3 hours
  • 67% of tickets resolved end to end with no human intervention
  • 100% policy compliance across every automated response
Read the full case study
Freelance Crew Promotions Agency case study
Media and Entertainment

Migrating a VM-locked Access 2000 database to Azure with a 10x faster Next.js website

This client supplies freelance crew and technicians for film and screen productions, longform drama, television commercials and online content, but their entire operation ran on a native Access 2000 database that only worked on a VM. We rebuilt the front end using the OEG Access framework with a cloud back end on Azure SQL Server, then rewrote their WordPress website in Next.js with a direct database connection, giving them a site that loads 10x faster and is built to scale.

  • Access 2000 database on a VM replaced with a modern Azure SQL Server back end
  • Website rebuilt in Next.js loads 10x faster with a direct database connection
  • Crew Diaries, Availability Lists, emails and End of Day processing fully automated
Read the full case study
FCA-Regulated Financial Services Firm case study
Financial Services

Taking 24 unowned risks to full ownership and monthly reviews from 6 hours to 1

This FCA-regulated financial services firm had outgrown a compliance workflow built on spreadsheets and scattered policy documents, and needed to modernise without losing its own terminology, tone and procedural logic. We replaced the spreadsheet with a live SharePoint risk register, built AI agents that map risks to mitigations and controls, and added a real-time compliance dashboard and automated regulatory alerting, all personalised to read as the firm's own work.

  • Monthly compliance review time cut by 83%, from 6 hours to 1
  • Mitigation coverage up from 58% to 94% of identified risks
  • 100% risk ownership, with all 24 previously unowned risks assigned and tracked
Read the full case study
Private Client case study
Finance

Turning uneven investment income into one clear monthly figure to plan against

A Melbourne private client's investment and business income arrived in seasonal, periodic lumps, while monthly commitments fell steadily regardless. Distribution and tax decisions were being made without a full forward view of cash flow. We built a private planning tool that forecasts cash flow across personal, investment and business, smooths uneven income against steady commitments, and solves for the exact income needed each month.

  • Delivered in 2 weeks, from brief to a working tool
  • One clear monthly income figure calculated automatically, before GST
  • What-if scenarios let decisions be tested before they're made
Read the full case study
International Sustainability Company case study
Sustainability and Carbon Removal

Turning 10,000+ documents into a 70-page go-to-market report in 4 weeks, not 3 months

This international sustainability company needed a go-to-market strategy for entering the UK BioChar market, built fast from research scattered across government databases, competitor material, academic journals and customer sources, with every piece of human judgement along the way properly documented. We built AI research agents that scanned and synthesised sources into a reusable SharePoint knowledge base, auto-populated a standardised Word report template, and captured every analyst refinement through Power Apps for a full audit trail.

  • 10,000+ documents synthesised into a single 70-page GTM report
  • Report delivered in 4 weeks instead of 3 months
  • 100% of human refinements logged and auditable
Read the full case study

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