From manual processes to a modern digital Microsoft 365 workplace in under six months

Overview

Merit Ontario, a provincial non-profit trade association supporting contractors across Ontario, needed to modernize its internal operations during a period of leadership transition and growth. With fragmented systems, paper-based processes, and inconsistent Microsoft 365 usage, collaboration and operational efficiency were suffering.

Inside View delivered a governance-first Microsoft 365 modernization that streamlined collaboration, digitized workflows, and optimized licensing. Within the first year, Merit Ontario achieved over $100,000 in cost savings, transitioned 100% of paper-based workflows to digital processes, and reached 85% of Microsoft Teams adoption across its staff.

Challenges

• Manual, paper-driven documentation and approval processes
• Low adoption of Microsoft Teams and SharePoint
• Fragmented document storage across email and shared drives
• Inconsistent governance and security configuration
• Overlapping licensing and unnecessary software costs