Talan’s journey to effortless Microsoft 365 management with CoreView

Talan’s journey to effortless Microsoft 365 management with CoreView
Summary
  • Automated Microsoft 365 processes: Significantly reducing manual workloads with CoreView.
  • Greater operational control and reporting efficiency: Achieved across multiple tenants.
  • Enhanced security: Through virtual tenants and delegated access.
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Talan, a leading IT consulting and digital transformation company, had a contradictory situation: the company was hindered by the same operational problems it wanted to solve for its clients.

The challenge

The Talan team spent hundreds of hours manually onboarding users and reviewing important security policies like MFA and password security.

Not only was this wasting precious time, but it was also distracting from their core mission—providing high-quality consulting services. Talan had tried tackling these issues with PowerShell, but writing scripts was time-consuming and wouldn't scale.

The team realized they needed a new path forward.

If they couldn’t automate these repetitive processes they would forever be overwhelmed by tedious manual work. In the short term, this was frustrating, but in the long term, it would prevent them from focusing on the key drivers of their business: client engagement and strategic development of their service.

That’s when Talan found CoreView; a solution that would allow them to effortlessly automate Microsoft 365 user onboarding at scale, while also delivering other benefits to their business.

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The solution

Automated User Management: CoreView’s workflow automation engine allowed Talan to build user onboarding and offboarding workflows without needing to write and maintain complex PowerShell scripts.

Where previously the onboarding process took over an hour and came with the risk of misconfiguration, now, with CoreView, it can be automated at the click of a button. With CoreView, an average of 2500 workflows are executed every week, saving thousands of hours.

With so much time freed up, the Talan team was finally able to focus on a long list of important strategic projects that could be transformative for their business.

Beyond the automation capabilities, Talan found many other benefits from using CoreView.

Multi-Tenant Management: CoreView’s ability to give unified visibility and control across multiple tenants was crucial for handling the many mergers and acquisitions that Talan experienced. CoreView allowed for the seamless incorporation of other tenants into its management platform, meaning Talan could maintain consistent control of its changing environment.

Enhanced Reporting: CoreView’s enhanced visibility into the Microsoft 365 tenant gave the Talan team instant visibility of issues that they would previously have spent hours or even days trying to dig up. The team has created 32 custom reports, saving over 100 hours playing with PowerShell, excel, and PowerBI to do so. Talan also uses CoreView’s scheduling feature to send 10 of these reports directly to key stakeholders to demonstrate success and stay notified of any potential issues.

License Management: Talan was also able to address license management pains. Previously licenses had been managed centrally leading to a free-for-all all for different regional teams. With CoreView the team was able to split licenses into over 200 pools, delegating them to the appropriate regional and functional teams, preventing confusion, and ensuring every team got the licenses they had requested.

Delegation & Virtual Tenant Segmentation: With CoreView’s ability to create virtual tenants, Talan was finally able to enforce least privilege in their Microsoft 365 tenant. They created 11 virtual tenants and delegated least privilege access to 36 different administrators.

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Created by M365 experts, for M365 experts.