Case Study: Community Access Company
How a Medicaid Provider Eliminated Security Risks to Double Their Operations
The Problem: A Critical Mission on Shaky Ground
This Northeast Ohio Community Access Organization had a noble mission: providing non-medical transport and adult day services to those in need. However, their internal operations were a liability waiting to happen. Being Medicaid-certified, they held sensitive data, yet they operated without a formal IT structure. Communication relied on loose Slack channels and personal Gmail accounts. Even worse, sensitive files were often stored on employees' personal devices. The administrator knew they were living on borrowed time. They needed to scale, but their existing support was unresponsive, and their lack of a secure network meant that one lost phone could result in a compliance nightmare.
The Plan
Monreal IT stepped in to bridge the gap between their mission and their technology. We knew that for a non-profit, every dollar and every minute counts. We executed a strategy focused on security and education, not sales pitches:
- Secure the Perimeter: We immediately moved data off personal devices and into a secure, managed infrastructure. We established a proper network that satisfied their Medicaid compliance needs while ensuring data was accessible only to the right people.
- Seamless Remote Transition: We handled the entire onboarding process remotely to fit their schedule. This included swift, secure file transfers and environment monitoring to ensure the transition was invisible to their clients.
- Education Over Sales: We replaced their "salesy" vendor relationships with a partnership based on transparency. We solved persistent Microsoft issues that had plagued them for years and established a system of gentle, clear communication.
The Success
The client now describes their relationship with Monreal IT as a "Powerful Partnership." By removing the technology barrier, the organization was finally able to run at full speed. Since partnering with us, they have achieved:
- Explosive Growth: With a stable foundation, the organization has doubled its production workstations and expanded its executive management team.
- Operational Peace of Mind: The daily hiccups and lags are gone. The client reports seamless operations, allowing them to focus entirely on transporting and caring for their community members.
- A Trust-Based Culture: The fear of "what if" is gone. The client values our respectful approach and consistent follow-up, knowing that if an issue arises, we will solve it without jargon or delay.
They are no longer just a non-profit surviving day-to-day; they are a secure, scalable organization built for the future.