Jackson Jeffrey Financial Services Streamline IT Operations

The Challenge 

When JJFS Limited was founded in 2009, they recognised the need for a reliable outsourced IT provider to help establish and support their technology infrastructure. Co-founder Simon had a long-standing relationship with a previous member of Xperience, which led to an early partnership. Xperience played a key role in setting up the company’s IT systems, ensuring JJFS Limited had the right tools and support to operate efficiently. 

As the business grew, JJFS Limited needed an IT setup that could keep up with their changing requirements. They needed a system that facilitated seamless document management, ensured employees always accessed the most up-to-date information, and provided responsive IT support when needed. Additionally, as hardware aged, the firm needed a structured approach to upgrading and recycling old devices responsibly. 

The Solution: A focus on Microsoft Sharepoint

Xperience provided JJFS Limited with a comprehensive IT solution, covering hardware procurement, software implementation, and ongoing support. A key part of the setup was Microsoft SharePoint, which transformed the way documents were created, stored, and shared across the team. 

With Microsoft SharePoint, employees could easily create and collaborate on documents in real time, ensuring accuracy and consistency. The platform eliminated concerns about outdated versions of important files, as templates and key documents were centrally stored and always up to date. This improved efficiency and reduced the risk of errors in client communications. 

Xperience also provided IT hardware and ensured all necessary software was pre-installed for seamless integration into daily workflows. When devices became outdated, Xperience facilitated an environmentally friendly recycling process, allowing old equipment to be repurposed instead of ending up in landfill. 

The Impact 

With Xperience’s support, JJFS Limited now benefits from: 

• Streamlined Document Management – SharePoint enables employees to collaborate efficiently and access the latest versions of key documents. 

• Reliable IT Support – The team can easily contact Xperience’s helpdesk when issues arise, with problems resolved quickly via phone or email. 

• Upgraded Hardware & Responsible Recycling – Regular hardware updates keep systems running smoothly, while old devices are properly recycled to minimise waste. 

Helen Jeffrey, Co-Founder of JJFS Limited, highlighted the positive impact of SharePoint:

“Before, we would just share Word documents, but that raised concerns about whether we were using the most up-to-date version. Now, we have templates stored in SharePoint, so we always know we’re working from the latest version. It has made a huge difference to how we work.” 

Looking Ahead 

JJFS Limited continues to work closely with Xperience to maintain a reliable and efficient IT infrastructure. With ongoing support, hardware upgrades, and cloud-based solutions like SharePoint, the firm is well-equipped to meet the demands of their growing client base while maintaining smooth internal operations.