Continued testimonial from David McDonald

David McDonald – CEO/Managing Director – Neb Doctors of Minnesota

I hired Lisa when my small business grew to the point that I needed to upgrade our hardware and software to implement Microsoft Business 365. Purchasing new hardware and software is the easy part and anyone can sell you the newest cloud-based solutions to support your business. The real issue was uncovered when we attempted to migrate 10+ years of intellectual property and customer data into a Microsoft 365 Teams environment. Our legacy information was compartmentalized across several personal Microsoft accounts, Microsoft OneNote documents, and Google G-Suites. Each of these systems were running different versions that are not compatible. I take accountability for cobbling together this mess without consolidating earlier, but growth without this historical information was not an option.

Because Microsoft no longer has physical locations to support small business customers, I spent two weeks online with various experts from around the globe. This 24-hour free customer service model does not work for a small business that is trying to provide customer service of our own. I did not have the resources or time to wait two weeks for a Microsoft expert to carve out 15 minutes for a discovery call to rehash our data migration issue. The Microsoft expert ultimately recommended that I partner with a local authorized Microsoft 365 IT Support Services Company.

Just to get started, I had to sign up for a 3-year IT support service contract for $1,000/month. Next, I watched this IT solutions partner fail to migrate our historical data.  After another month without our data, this IT Service company finally admitted that they could not provide their contracted security and service solutions until AFTER all historical data was migrated. I was literally being held hostage by Microsoft 365 and their authorized dealer for the data my company desperately needed to run our day-to-day operations.

The IT solutions provider admitted that they did not have the expertise in house to solve our data migration issue. As a final hail Mary, my authorized IT partner accessed an industry search engine called Guru and typed in Microsoft OneNote expert. Thank God that Lisa Hendrickson from Call that Girl popped up. Feeling completely defeated and taken advantage of by Microsoft 365 support and the local Microsoft 365 IT service partner, I was apprehensive to prepay for yet another IT service.  However, my employees and my customers needed service, so I decided to cash in my final shred of trust in humanity.

Lisa called me back the same day and asked several high gain questions to learn more about our issues. Lisa’s authentic communication style and confidence in her abilities convinced me to virtually turn over my business computer to her. Lisa also joined a group call with the Microsoft Expert and my local IT solutions provider so that she did not need to repeat their failed attempts. During that same call, Lisa took over my computer and we all watched her quickly diagnose the issue and competently unravel the mystery.

It all came down to an expired credit card used to start a personal One Drive account three years ago when I bought a Microsoft Surface. It was set up at the Microsoft store by a salesperson and I had no idea the future implications that encounter would have. Much to my dismay, a Personal One Drive does not easily communicate with a Business One Drive account on the same computer. In fact, having a personal One Drive is detrimental to migrating data and documents to Business One Drive. Lisa quickly demonstrated how Business One Drive must utilize Teams/SharePoint on the back end to access the cloud and migrate data from a personal One Drive to a Business One Drive.

Lisa from Call That Girl was the only expert around who can and will fix your IT problems without signing a contract for one to three years. Lisa is the hired gun that fixes your IT issues and then trains you on how to operate your systems without being intellectually and contractually dependent on them. Over the next week, I prepaid for additional service tickets to clean up our data and train my staff on accessing, editing, and sharing our proprietary information.

IT is a means to an end and Lisa helps you get back to your core competency of running your small business. With Lisa, you do not need to become an IT expert or fund a third-party team of IT experts that profit from keeping you in the dark. Lisa is a shining light for small business owners in the dark world of IT Solutions. My customers, my employees, and I are grateful that there are people like Lisa still out there. I hope that she can help other independent small business owners out there looking for help.

-David McDonald

CEO/Managing Director

Neb Doctors of Minnesota

Category: Outlook Support