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Case Study:

Finance & Loan Funding Company Moves to Cloud Storage for Enhanced Collaboration and Security

Case Study

Finance and loan funding company in Doncaster

The client, a finance and loan funding company in Doncaster, provides tailored funding solutions for businesses looking to expand. With 27 staff members operating across multiple sites, the firm relied on an aging on-premise server and hard drive backups, which were becoming inefficient, unreliable, and costly to maintain.

To improve data security, collaboration, and accessibility, the firm elected to partner with Nemark to aid them in their transition to cloud storage, enabling real-time document sharing and seamless remote work.

Challenges Faced

  1. Aging On-Premise Server

    The existing server was slow, unreliable, and required expensive maintenance in the form of break-fix “patching up” solutions carried out by various members of their in-house team.

  2. Manual Hard Drive Backups

    Data backups were stored on physical drives, increasing the risk of data loss and security breaches and which were also reliant on someone changing the disks on the correct schedule.

  3. Limited Collaboration

    Staff working from different sites struggled with document versioning and access issues.

  4. Security & Compliance Risks

    Financial data required high-level encryption and compliance with industry regulations and the on-premises server, with its obsolete Operating System and functionality, was incapable of efficiently adhering to this requirement.

  5. Remote Access Limitations

    Employees needed a secure and flexible way to access and edit files from anywhere.

The Solution:

Migration to Cloud Storage & Collaboration Tools

To address these challenges, Nemark implemented a Microsoft 365 and OneDrive/SharePoint cloud solution, ensuring secure and efficient document management. The process included:

  • Seamless Data Migration – All business-critical files and historical data were securely transferred to Microsoft OneDrive / SharePoint.
  • Enhanced Security & Compliance – Multi-Factor Authentication (MFA), encryption, and role-based access control were implemented.
  • Collaboration Tools Setup – Microsoft Teams and SharePoint were configured to allow real-time document editing and secure file sharing.
  • Automated Cloud Backup – Ensuring all data was continuously backed up with built-in recovery options, removing the manual process that plagued the previous regime.
  • Training & Support – Staff were trained on the effective use of the new cloud functionality.

How the client benefited

  1. Eliminated On-Premise Server Costs

    No more expensive hardware maintenance and upgrades, power consumption, or upgrade costs.

  2. Secure Cloud-Based Backups

    Automatic backups help to ensure that financial data is always protected from corruption and accidental deletion.

  3. Seamless Remote Work

    Employees can now securely access, edit, and share documents from any location or device.

  4. Real-Time Collaboration

    Staff can co-edit loan agreements and business funding proposals instantly using Microsoft 365 tools.

  5. Improved Data Security

    Encryption, access control, and compliance measures keep financial records secure.

  6. Version Control & Document Tracking

    No more duplicate files or outdated documents—teams always work on the latest versions.

  7. Scalable Solution

    As the business grows, storage and collaboration capabilities can be expanded effortlessly.

  8. A more responsive business

    Teams can quickly review loan applications and funding proposals without delays.

  9. Increased Productivity

    Less time wasted on file transfers, outdated documents, and manual backups.

  10. Business Continuity & Disaster Recovery

    Even in case of device failure or cyber incidents, all critical data remains safe in the cloud.

Client Review

To be frank, we were struggling. The old server was running out of space, meaning we were constantly juggling files and worse, users had begun to store items on their own machines where they would not be backed up. This shift the Cloud Storage has allowed us to do away with the server altogether, and we sleep better knowing that the full power of Microsoft 365 is protecting us 24/7. Nemark have been brilliant throughout, and continue to help us further take advantage of all the new features now available to us. We are so glad we chose them to assist here as it would have been so much more painful (if not impossible) for us to make this move via in-house resources. Finance and loan funding company in Doncaster

Case Study

Conclusion

By transitioning to Microsoft 365 and cloud storage, this organisation has modernised its IT infrastructure, allowing staff to collaborate efficiently, securely store financial data, and support business growth. The move has significantly improved productivity while eliminating the risks of aging hardware and manual backups.

If your business is considering a move to cloud storage, Nemark is ready to assist. Contact us today for a seamless transition to a modern, efficient, and secure IT environment!

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