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Friday offboarding made easy: How MJCPA reduced IT burden

Mauldin and Jenkins (MJCPA) is a top 100 accounting firm offering tax, assurance, and advisory services to businesses across the Southeast United States. Their team of over 550 professionals provides clients with cutting-edge insights and exceptional service to help them succeed.

Challenge

Susan Boucher, IT administrator, and William Pryor, IT specialist, faced a growing challenge: managing a geographically dispersed workforce across multiple locations, further complicated by continuous mergers and acquisitions. Their existing system involved managing multiple instances for various applications, creating a complex and time-consuming process. 

Initially, they focused on improving Google Workspace admin capabilities. However, they quickly recognized its limitations in managing a rapidly growing and geographically dispersed organization.

Solution

In 2009, MJCPA discovered BetterCloud, a platform that addressed their limitations in the native Google Workspace admin. BetterCloud streamlined their operations by establishing consistent and compliant workflows, significantly reducing the time required for onboarding new staff and offboarding departing employees.

With 14 offices spanning the east coast, onboarding and offboarding workflows have saved the team 146 hours year-to-date in 2024!

MJCPA infographic

Susan Boucher

With the BetterCloud software, we’ve gained visibility into our cloud environment and can automate routine tasks, saving us countless hours and allowing us to operate more efficiently and securely.”

William Pryor, IT specialist, MJCPA

A Long-Standing Partnership

As one of BetterCloud’s first customers, MJCPA has witnessed the platform’s continuous development. From its initial focus on Google Workspace management to the inclusion of a multi-SaaS platform (2016), an integration ecosystem (2019), and no-code automation for orchestrated workflows (early 2020s), BetterCloud has grown alongside MJCPA’s needs.

Offboarding

One of MJCPA’s most impactful uses of BetterCloud involves deprovisioning, the process of revoking access to company systems for departing employees.

Previously, this could be a time-consuming task, especially for last-minute terminations. Now, with BetterCloud’s automated workflows, 

“Friday offboarding workflows make deprovisioning a breeze,” says Boucher.

“A few clicks are all it takes to ensure secure access management, freeing the IT team to focus on more pressing issues.”

Customization made easy

BetterCloud offers a user-friendly experience that empowers MJCPA’s IT team to get the most out of the platform. Whether encountering a minor technical hurdle or seeking strategic guidance, BetterCloud provides a comprehensive support system to ensure MJCPA’s success.

  • Quick support helpline: MJCPA’s IT team can connect with knowledgeable support specialists in real-time to resolve issues promptly. This minimizes downtime and ensures a smooth workflow.
  • Detailed help articles: BetterCloud’s extensive library of help articles provides step-by-step instructions, troubleshooting tips, and technical details, all accompanied by clear screenshots for visual reference. This allows MJCPA’s IT team to find solutions independently and expand their knowledge base at their own pace.
  • Dedicated Customer Success Manager: MJCPA benefits from a dedicated customer success manager who acts as a trusted advisor. The customer success manager has a deep understanding of MJCPA’s specific needs and goals and can provide personalized recommendations, answer complex questions, and help navigate the full range of BetterCloud’s features. This proactive approach ensures MJCPA is maximizing the value of their investment in BetterCloud.

Looking forward

With a solid automated foundation, MJCPA is excited to continue refining workflows like condensing a number of workflows with branching for easy edits.

Susan Boucher

BetterCloud’s software has been a lifesaver for us. It has simplified the management of our user accounts, security policies, and compliance, freeing up our time to focus on more strategic initiatives.”

Susan Boucher, IT administrator, MJCPA

Results:

Saved 146 hours with automated onboarding and offboarding workflows just in the past 6 months

Simplified management of user accounts, security policies, and compliance

Improved security posture with instant deprovisioning of abrupt terminations

Use Cases

Regulatory compliance
User lifecycle management
Visibility & auditability

Integrations

Recent Case Studies