Voleer Helps Coretek Re-write the Script on Complex Migrations
“One of the big plusses to Voleer is we can do discovery in the pre-sales process without getting credentials for the customer’s environment.”
It’s not easy to get experienced tech professionals to change their ways. But when you hand them an intuitive tool that streamlines complex migrations, they’ll take a look. And when it means they can focus their talents on more interesting projects – then you’ve got them hooked. That’s the story of when Coretek met Voleer.
Coretek is the #1 Microsoft Azure Partner in the U.S. and an Azure Expert Managed Service Provider. With a focus on mergers and acquisitions, complex cloud migrations, and modern workplace solutions, Coretek consults, builds, manages, secures, and maintains IT infrastructure, enabling business leaders to spend less time thinking about technology and more time focused on their business.
Dan Mars, Microsoft Delivery Manager for Coretek, was excited about Voleer as soon as his BitTitan representative told him how assessments and automations could support their services. But he still needed to make sure his technical team would embrace the tools.
“You never want to be in that situation where you buy software, and then it sits there not being used,” says Dan. “We’ve got people who’ve been doing something the same way for 20 years, and they’ve switched over to using Voleer. That’s huge – having them recognize how the tool makes their lives easier was powerful for adoption.”
One thing that made the difference was the one-on-one sessions that Voleer scheduled with the Coretek team to make sure they knew how to use the assessments to their maximum capability. Coretek had built up considerable in-house expertise in writing scripts to pull data for migration projects. But after taking a look at Voleer, they realized they could increase efficiency and deliver a more consistent experience.
Faster, more complete project discovery
Coretek handles many types of complex migrations for enterprise clients, including mergers and acquisitions, holding company consolidations, and tenant-to-tenant migrations. They’ve replaced custom PowerShell scripts with Voleer assessments for upfront data gathering and project scoping. For Microsoft 365 environments, Dan’s team uses the Monthly/Quarterly Report, Tenant Migration Assessment, User Content Migration Assessment, License Usage and Optimization Assessment, and the Microsoft Teams Assessment.
Coretek leverages migration discovery and scoping assessments for upfront data gathering. They’ve not only discovered significantly increased efficiencies, but they’re also getting more complete data to estimate costs and timing. It used to be standard for complex migrations to include a discovery phase as part of the project plan. Now Dan can set a fixed fee for the pre-migration phase because Voleer assessments give his team a clear idea of what they’re dealing with before the project gets started.
“One of the big plusses to Voleer is we can do discovery in the pre-sales process without getting credentials for the customer’s environment,” says Dan. “The customer accepts a key we send them; then we can gather information to more accurately quote their job.”
Custom reports that speak to decision-makers
“Voleer helps us produce custom reports that we can easily personalize and brand. Some of the tech people on the client side like digging through raw data, but executives and people on the business side are always impressed with the polished reports,” says Dan.
Coretek has found that when they can gather data more quickly and deliver it in a simple format that clients can understand, decisions get made faster, and they can get started with projects sooner. For some projects, Coretek now sees discovery time cut in half.
“The first thing clients want to know is what the project is going to cost,” says Dan. “With Voleer assessments, we can get to that number right away. Before, if clients wanted an estimate quickly, we’d have to over-estimate it because we were pretty much shooting in the dark.”
Tools the entire team can use
After a migration project is kicked off, the Coretek team runs reports to make sure their project plan is comprehensive, and the migration will run smoothly.
Another benefit of Voleer is that it allows anyone on the team to run reports. They no longer have to go to the one person who developed a custom script to get the data they need. The Voleer dashboard allows multiple people on the project to see what’s going on and check the most current version of a report.
Dan and the Coretek team have embraced several Voleer assessments, and they’re looking forward to trying more. The Voleer customer success team makes sure to keep them up to date on new tools that will help their business. And Dan’s team has already been providing feedback and seeing how their ideas are being incorporated into the tools.
Find out how Voleer adds efficiency and insights for ITSPs and MSPs. Contact us to learn more about solutions from Voleer.
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