Overview
A mid-sized energy distribution company in Australia, with about 750 employees, ran its entire operation on Microsoft 365 in the cloud. Their systems handled everything, from customer billing and HR info to engineering plans and critical SCADA documents. They wanted better control over data in Exchange, SharePoint, OneDrive, and Teams. That’s where we helped them by aligning Microsoft 365 with necessary regulations to prevent data leaks and protect their intellectual property.
Client Background
The customer is a mid-sized energy firm in Australia that uses Microsoft 365 for most of its daily operations. Their teams handle data related to critical operating systems, engineering documentation, HR records, and customer information. They encountered increasing demands to comply with the Australian Privacy Act, APRA CPS 234, and the SOCI Act as their operations grew and more procedures moved to the cloud.
Challenges
- Contractors and external partners needed regular access to operational files, but unsafe sharing raised the risk of exposing critical data.
- The information moved across Exchange, Teams, or OneDrive difficult to follow and track, creating blind spots.
- Existing security manuals were mostly reactive, providing room for attacks.
- Lack of proper data handling by employees caused unintentional data leakage risks.
- With regulations becoming strict, even small mistakes could lead to serious compliance issues or cost them dollars.
- Risk of being non-compliant with strict regulations & compliance, and fear of financial penalties.
- Insufficient protection of intellectual property led to the vulnerability of engineering blueprints and SCADA documentation.
Solutions
They adopted Microsoft Purview DLP as the backbone for protecting sensitive data. The rollout was carried out in carefully planned phases that balanced security needs with everyday operations.
- Phase 1: Assessment & Discovery
Identification of sensitive data types with Purview Content Explorer and Activity Explorer.
- Phase 2: Policy Design
Creation of custom SITs (Sensitive Information Types) for SCADA and engineering data, configuring policies with policy tips to guide user behavior.
- Phase 3: Pilot
Deployment of audit-only policies across risk-prone departments, evaluation of false positives, and refinement through engineering feedback.
- Phase 4: Rollout
Organization-wide activation of policies across Exchange, Teams, SharePoint, and OneDrive, integrating with conditional access and Defender for cloud apps, supported by staff and contractor training programs.
- Phase 5: Monitoring & Optimization
Ongoing incident reviews through the Purview Compliance portal, compliance reporting to leadership, and quarterly SIT updates.
Business Value Propositions
- 70% reduction in accidental external data sharing within 3 months.
- Improved user awareness with policy tips.
- Reduced audit complexity under APRA CPS 234 and the Privacy Act via strong compliance.
- Maintained engineer productivity while enabling controlled vendor collaboration.
- Compliance officers ensured policies met both regulatory mandates and core business priorities.
Final Perspective
We improved how the company protected and controlled its data across Microsoft 365. Our work reduced accidental sharing, strengthened compliance, secured engineering and SCADA files, and helped employees handle sensitive information with more confidence and fewer risks.
Overview
One of the top private universities was aiming to upgrade how its community worked and learned together. With almost 500 staff, teachers, and researchers, they rolled out Microsoft 365, bringing in tools like SharePoint, OneDrive, Exchange Online, and Teams to make daily work smoother and more connected. We helped the university gain control over sensitive data without disturbing collaboration. Our team worked closely with IT leaders to reduce accidental data sharing and build a secure, compliant environment.
Challenges
- Growing pressure to protect student PII, health records, and sensitive research data without slowing down collaboration.
- The environment previously failed to fully meet the strict compliance requirements of FERPA and HIPAA.
- Frequent accidental data sharing via email, Teams, and cloud storage posed a high risk of exposure.
- Faculty and staff lacked awareness of data sensitivity, leading to uncontrolled file sharing.
- Collaboration on research sites led to instances of confidential academic data exposure.
- IT teams had little or no visibility into whether social security numbers, grades, or health details were leaving the system.
- The absence of centralized Data Loss Prevention (DLP) controls made it difficult to implement consistent policies across the Microsoft 365 environment.
Our Solutions
Designed a phased approach that balanced compliance, security, and user adoption. The roadmap ensured sensitive data was discovered, policies were aligned to regulations, and staff were guided through proper transition.
Phase 1: Assessment
Worked with IT, compliance, and academic leaders to understand risks and identify sensitive data types like SSNs and health records and used Microsoft Purview tools to map where this data lived.
Phase 2: Policy Design
Created DLP policies for FERPA and HIPAA compliance, set up sensitivity labels, and built policy tips that educated users before enforcement to encourage awareness.
Phase 3: Pilot
Tested the policies in audit mode with a department, gathered feedback on false positives, and fine-tuned the thresholds and exceptions to ensure accuracy.
Phase 4: Rollout
DLP policies were expanded across all 500+ users, with blocking for high-risk data, overrides for research collaboration, and training sessions for faculty and staff.
Phase 5: Monitoring & Optimization
Set up continuous monitoring in the Purview Compliance Portal, quarterly reviews with IT and legal, and added new policies as research and compliance needs evolved.
Business Value Propositions
- Clear visibility into sensitive data transactions across Exchange, Teams, SharePoint, and OneDrive.
- Accidental data leaks reduced by nearly 80% within the first 3 months.
- Faculty and staff awareness strengthened through real-time policy tips.
- Compliance readiness achieved for upcoming FERPA and HIPAA audits.
- Detailed reporting simplified compliance reviews.
Final Perspective
We helped the university move to a safe & compliant environment and helped everyone adapt to audit-only mode and permitting overrides. This solid base allows the university to expand DLP for a safe and secure support system and prepare them for any future research and compliance difficulties.
Overview
A leading bank based in Singapore wanted to run an innovation event where people could try prompt writing and see how well their prompts performed in real time using a live Copilot setup.
The bank needed a smooth, quick, and reliable implementation. Our team stepped in to design a complete Copilot implementation using Microsoft 365 tools and Copilot Agent Flow. They needed a simple implementation that combined automation, quick scoring, and centralized reporting to support their internal teams and event visitors.
Client Background
The client was one of Asia’s leading financial institutions, known for its focus on digital and customer-first services. For its innovation event, the bank joined hands with us to show how prompt quality can impact real AI results. They wanted an experience that would guide attendees, give them real results instantly, and help the bank collect clean insights without any manual effort.
Challenges
- Slow and manual scoring: Event teams struggled to review prompts quickly as each assessment took time and impacted the quality of engagement during live sessions.
- Scattered event data: Prompt submissions, user details, and accuracy results were stored across multiple locations. Hence, it was difficult for teams to analyze patterns, compare inputs, or create a complete view after the event.
- Uneven participant experience: Attendees wanted instant scoring, but manual processes could not support it.
- Limited visibility for event staff: Teams had no clear way to monitor submission volume or prompt quality. Without a live dashboard, they could not see trends or understand how users interacted with the activity.
Solutions
- Automated Copilot Agent Flow: The entire scoring process was powered by a structured Copilot Agent Flow, hence, the manual scoring was removed and gave consistent results for every participant.
- QR-based submission process: Implemented a QR code that captured basic details and the user’s prompt, then stored everything in Excel automatically which reduced turn over time and provided event teams accurate data without any manual handling.
- Instant scoring and email delivery: New entry and triggers were automated after form submission through Power Automate. Each participant received a personalized score with improvement suggestions within moments.
- Centralized SharePoint and Excel logging: The data was stored in a connected Excel file and SharePoint list. It also created a clean audit trail for future use.
Tech Stack
- Microsoft 365 Copilot Agent Flow
Business Values
- Speed and efficiency: Processing time dropped from around 5 minutes to 10–15 seconds, and manual effort was reduced by over 90%.
- Scalability: The system can manage more than 1000 submissions with around a 99% success rate, running each flow in seconds while supporting multiple users at the same time.
- AI Analysis Quality: Prompts averaged a score of 82, with strong performance in intent and goal setting.
- Reusable Setup: The same model can support future events or internal teams with minimal changes.
Future Scope
This setup gives the bank a strong base to build richer AI-driven experiences. The project opened doors for broader AI services adoption across the bank. The next steps include adding real-time Power BI dashboards so teams can see live activity and trends during events. With these additions, the bank plans to support more events, internal programs, and customer interactions, making AI feedback a natural part of daily operations across the bank.
Overview
A financial data consulting company needed to update its old reporting setup and moving to a Power BI environment that supports real-time data, secure access, and better visuals. The client partnered with us to modernize the reporting experience, make faster decisions, and enable simpler access for thousands of finance brokers.
Client Background
The client creates analytical platforms and app-based financial tools. These help businesses check performance, compare with industry benchmarks, and make smart decisions. Businesses use their data solutions to check financial outcomes and improve growth plans.
Challenges
- The existing SSRS reports were basic, with limited interactive capabilities and limited visualization options.
- KPIs and filters were fixed and not dynamic; hence, users were unable to explore or modify views to examine business metrics from various perspectives.
- The report design and layout were outdated and did not support real-time data updates.
Solutions
- Built Power BI reports with direct, live connections to SQL Server data sources for real-time data visibility and up-to-date insights.
- Added industry benchmarks and top performer comparisons to dashboards. This helps users compare their performance with market leaders.
- Facilitated secure collaboration through Power BI license management and guest user access, ensuring proper stakeholder engagement with controlled data security.
- Designed modern, outcome-focused dashboards that prioritize visual clarity and intuitive usage to enhance the effectiveness of decision-making.
Tech Stack
The project used a combination of modern Microsoft technologies to ensure scalability, performance, and security.
- SQL Server 2014 and SQL Server 2022
- Power BI and Power BI Admin Portal
Business Values
- The company was able to update its financial reporting into a usable business asset through the new Power BI-based solution.
- Assisted the Bank of New Zealand with the organization’s successful Data Mining App services.
- Lifted collaboration across 17,000+ finance brokers through a robust license management framework utilizing Azure AD.
- Improved the report usability and visualization with Power BI’s dynamic data modeling.
Future Scope
We plan to help the client move toward a broader intelligent analytics framework. The next steps include forecasting models, automated data refresh using Power BI Service and Azure, and role-based dashboards for executives, analysts, and brokers.
Overview
An IP-sensitive manufacturer operating in a high-risk sector moved from daily exposure to a zero-trust, audit-ready security posture in less than a quarter. With Krish’s expertise in Microsoft 365 security and compliance, they secured all users and devices, enforced strict data controls, and regained eligibility for client contracts they were at risk of losing.
Client Background
The client is a leading manufacturer serving high-tech industries, operating in an IP-sensitive and regulated environment. The organization manages complex projects, supports distributed teams, and works closely with enterprise customers that expect strong security, governance, and regulatory alignment across all operations.
Problems
- Sensitive IP was Exposed: Project files and client documents were shared over WhatsApp and personal email without encryption or control.
- Competitors Exploited Insider Access: Temporary hires planted by rivals extracted information and returned to their original firms.
- No Device or Policy Governance: Unlicensed tools and unprotected laptops led to non-compliance with ISO 27001 and SOC 2 requirements.
Solutions
- Device Audit and Hardening: Krish scanned all endpoints, rebuilt 100+ systems with secure images, and enforced encryption, BIOS lock, and firewall policies.
- Microsoft 365 Rollout: Secure collaboration was enabled with Teams, SharePoint, OneDrive, and Exchange Online, replacing all unsecured tools.
- Full Security Governance: Defender, Intune, and Purview delivered real-time protection, data classification, and conditional access enforcement.
Business Value
- Zero-trust architecture is now standard across all users and devices.
- Client contracts were protected with ISO 27001 and SOC 2 compliance alignment.
- Data leaks and insider threats have been eliminated with centralized governance.
- All employees now work on encrypted, policy-compliant, company-managed devices.
- Security became a foundation for trust, continuity, and future scalability.
This transformation helped the client regain control of its digital infrastructure. With full visibility, compliance alignment, and secure digital operations, they now lead with confidence in a highly regulated industry.
Overview
Cincinnati State Technical and Community College needed to modernize its outdated intranet platform. The institution faced collaboration challenges due to siloed departments and a gap between current technology and future needs. Krish Services Group developed a modern intranet solution to enhance efficiency, connectivity, and scalability.
Client Background
The community college is a well-established higher education institution focused on accessible learning and workforce development. With multiple departments and users, the college uses a Microsoft 365 intranet to support campus-wide communication, collaboration, and centralized access to information.
Problems
- Outdated Intranet Technology: The current system lacked integration with new technologies.
- Siloed Systems: Departments operated independently without unified communication.
- Lack of Collaboration: The outdated system hindered collaboration among staff members.
- Limited Access: Employees faced difficulties in accessing important information remotely.
Solutions
- Modern SharePoint Intranet: Krish Services Group implemented Microsoft SharePoint Online as their new platform.
- Unified Communication Platform: Integrated various departmental systems into one cohesive unit.
- Enhanced Collaboration Tools: Introduced tools like Microsoft Teams for better teamwork.
- Remote Access Capability: Enabled secure remote access so employees could work from anywhere.
Business Value
- Increased Efficiency: Built on a platform that integrates seamlessly with other Microsoft products.
- Improved Collaboration: Unified communication tools foster better teamwork across departments.
- Scalability & Flexibility: Future-proof solution adaptable to evolving needs.
- Cost Savings: Reduced maintenance costs associated with outdated systems.
“The vendor of our previous intranet announced it would reach end-of-life in twelve months. We selected Krish through an RFP process, and their team proved to be the experts we needed. They guided us through reviewing our existing intranet, educated our implementation team on the possibilities of SharePoint, and helped us build a solution that was delivered on time, within budget, and immediately embraced by the campus community.”, said a key stakeholder at Cincinnati State.
Cincinnati Case Study
Overview
We partnered with three healthcare organizations to improve care delivery by streamlining provider communication, strengthening patient engagement, and enabling proactive remote monitoring through secure, integrated digital solutions that supported real-time collaboration, early interventions, and better clinical decision-making across care teams.
Client Background
The clients are reputable healthcare institutions that provide clinical services to a variety of patient demographics. With a strong emphasis on patient safety, care quality, and uniform healthcare experiences across venues, they oversee complicated care environments with several providers, remote patients, and continuous treatment plans.
Challenges
1. Fragmented Communication and Coordination
- Inefficient communication channels among healthcare providers.
- Lack of real-time collaboration impacting patient care and safety.
- Difficulty in securely sharing patient information.
2. Limited Patient Engagement and Adherence
- Low patient engagement leading to poor health outcomes.
- Inadequate adherence to treatment plans and medication regimens.
- Insufficient personalized resources for patients to manage their health
effectively.
3. Inefficient Remote Monitoring Systems
- Gaps in remote monitoring resulting in delayed interventions.
- Inability to proactively monitor and manage patient conditions remotely.
- Increased healthcare costs due to frequent hospital readmissions.
Solutions
1. Integrated Communication and Collaboration Platforms
- Streamlined communication channels for healthcare providers.
- Real-time collaboration tools for care teams to improve coordination.
- Secure sharing of patient information for efficient decision-making.
2. Personalized Patient Engagement Programs
- Tailored resources and tools to increase patient engagement.
- Patient education materials & interactive platforms for self-management.
- Automated reminders & notifications to improve treatment adherence.
3. Proactive Remote Monitoring Systems
- Remote monitoring devices & platforms for regular patient data collection.
- Advanced analytics to detect early warning signs & trigger interventions.
- Integration with electronic health records for comprehensive patient insights.
Benefits
- Enhanced Care Coordination and Patient Safety.
- Increased Patient Engagement and Adherence.
- Cost Savings and Improved Efficiency.
Overview
A healthcare organization partnered with Krish to build scalable SaaS applications that automate vendor and product approval workflows for hospitals. These solutions make it easier for stakeholders to work together and streamline complex processes. As a result, healthcare institutions can make purchasing decisions more quickly while staying compliant and using data to guide their choices.
Client Background
Our client is a US-based SaaS company that empowers hospitals to streamline the evaluation and approval of medical products. By bridging gaps between the supply chain, clinicians, and vendors, the company reduces delays and improves purchasing transparency.
Challenge
They required applications that cater effective product approval processes for hospitals and vendors, like, document sharing, communication across stakeholder groups, and customizable multi-step workflows.
Solution
Krish developed multiple applications and provided hosting services on Azure, a SaaS that streamlines the complex product approval process for hospitals and vendors. As a hub for managing this process, they now provide users with multiple applications that make this process more effective.
The Way Forward
- Custom Software
- Responsive Web Application
- Document Sharing, Communication & Customizable Workflow
- Azure Hosting
Technology In Use
- ASP .NET MVC & Webforms
- SQL Server
- Visual Studio
- Boostrap & AngularJS
- HTML5, JavaScript, CSS3
Business Value Proposition
-
Reduced approval cycle time across hospitals and vendors
-
Improved coordination between clinical, procurement, and vendor teams
-
Scalable SaaS platform supporting growing healthcare networks
-
Secure and compliant handling of approval documents and workflows
Overview
One of the largest banks in the U.S. relied heavily on the legacy SharePoint 2007 platform to support secure collaboration, regulatory compliance, and operational continuity across its enterprise.
They partnered with Krish Services to lead a full-scale migration to a private cloud-based SharePoint platform, transforming multiple sites and terabytes of data into a secure, scalable, and future-ready digital workspace.
Client Background
The client is one of the top ten financial services groups in the U.S., with a legacy dating back to 1852. Serving millions nationwide, it is known for its forward-thinking digital investments and complex enterprise-scale infrastructure.
Challenge
- Massive Data Complexity: Thousands of legacy SharePoint sites made structured migration difficult without automation.
- Migration Risks & Downtime: A high risk of service disruption required careful planning and rollback measures.
- Lack of Governance Framework: There was no existing governance model to ensure consistency during and post-migration.
Solution
Krish migrated PNC’s SharePoint 2007 on-premises environment to SharePoint 2013 in a private cloud. We engaged in all phases of the migration, including planning, analysis, architecture, governance, communications, and scripting. We also issued dashboards to monitor the migration progress and utilized third-party tools like Sharegate.
The Way Forward
- Private Cloud Migration
- Customization Migration
- Fully Automated Scripted Processes
- Architecture & Governance Guidance
- Dashboard Implementation
Technology In Use
- Sharegate
- SharePoint Server
- SQL Server
- Visual Studio
- Microsoft Project
- Visio
Business Value Proposition
-
Eliminated security and compliance risks from legacy systems
-
Ensured zero disruption to critical banking operations
-
Improved platform performance and reliability at enterprise scale
-
Enabled a future-ready collaboration environment
Overview
One of the community college’s SharePoint systems needed a revamp, as governance was loose, patches weren’t consistent, performance was unpredictable, and security was a major concern.
We set up proper controls, kept systems patched and updated, monitored performance 24/7, and optimized everything for speed and reliability.
Client Background
Serving more than 50,000 students a year, our client is the biggest and oldest community college in Ohio. It has campuses all around Greater Cleveland and focuses on academic education, workforce development, and innovative digital learning.
Challenges
- Dispersed Maintenance Procedures: Responses to system events and log problems were delayed due to a lack of centralized tools.
- Vulnerability to Outdated Systems: The infrastructure was vulnerable to possible security risks due to infrequent updates.
- Operational Bottlenecks: Governance and performance monitoring were not in line with system expansion.
Solution
Krish provided managed services for college’s intranet and extranet, both of which are hosted on on-premises SharePoint 2013.
- Full-Spectrum SharePoint Support: Through constant observation, Krish managed logs, faults, performance, and patching.
- Security Hardening: Critical data was protected by routine architecture reviews and security update deployment.
- Governance & Growth Alignment: Offered systematic direction for scaling infrastructure with consistent results.
Technology In Use
- SharePoint Server
- SQL Server
- Visual Studio
- Microsoft Project
- Visio
Business Value Proposition
The Way Forward
- Review & Resolve Logs (event, ULS, IIS, server)
- Monitor & Optimise System Growth
- Architecture & Governance Guidance
- Deploy Security Patches & Updates
- Project Server Deployment
