Transitioning to a Fully Remote Work Environment: A Case Study

by | Jul 5, 2023 | Podcast | 0 comments

Rolando Rosas

Rolando Rosas

Rolando Rosas is the Founder of Global Teck Worldwide, which offers business and office technology for seamless customer communications. In his role, he leads his team to provide insights on e-commerce trends, digital marketplace strategies, and client success metrics. Rolando is also the Founder of CircuitLoops.com, which uses AI to match businesses to the lowest-priced internet service provider. As an entrepreneur, he has founded three startups and hosts the What The Teck? podcast.

Dave Kelly is the General Manager of Global Teck Worldwide and the co-host of the What The Teck? podcast. He holds a bachelor’s in telecommunications management from the New England Institute of Technology, where he focused on the acceleration of networks transitioning from digital IP to support successful business communications. Before Global Teck Worldwide, Dave was the Account Manager at Jabra and the Territory Manager at Polycom.

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Here’s a glimpse of what you’ll learn: 

  • [0:00] Rolando Rosas and Dave Kelly reflect on how the pandemic impacted businesses
  • [3:23] The challenges an accounting firm faced when transitioning to a virtual environment
  • [8:49] What are the benefits of remote work?
  • [10:46] How Berg Advisors adopted accessible technology for remote work
  • [21:16] Strategies for upgrading and consolidating technology
  • [27:15] Leveraging software to streamline client communications: a healthcare industry case study
  • [34:53] Dave and Rolando discuss the future of remote work styles

In this episode…

When the pandemic hit, businesses were forced to send their employees home, creating apprehension around daily business operations, technology integrations, and client communications. One accounting firm closed its offices permanently and transitioned to a fully remote work environment. What can you learn from this company’s shift?

Like many customer-focused organizations, Berg Advisors struggled to maintain client communications in a virtual space, worrying its employees would have to use their personal cell phones to answer customer calls. As Berg Advisors’ technology consultants, Rolando Rosas and Dave Kelly helped the firm transition to a cloud-based phone system for secure and seamless communication. Consequently, Berg Advisors boosted revenue in multiple business areas. When transitioning to remote work, establishing a technology roadmap for consistent updates and consolidation is crucial for adapting to the developing landscape. 

In today’s episode of What The Teck?, Rolando Rosas and Dave Kelly sit down to discuss a remote work case study. Together, they share how the pandemic impacted business operations, strategies for consolidating technology, and how to leverage software to streamline client communications.

Resources mentioned in this episode:

Sponsor for this episode…

This episode is brought to you by Global Teck Worldwide. 

We are a full-service online retailer of professional headsets, webcams, and speaker phones from top manufacturers. 

Since 2002, Global Teck Worldwide has provided affordable, high-quality communications equipment and customized telecommunications services to organizations of all sizes.

Our specialists have invested hundreds of hours in technical training, certifications, and seminars to assist customers with purchasing decisions. 

We have served thousands of customers in a variety of industries with value-added services, including ergonomics, employee work accommodations, and hearing-impaired services. 

If you are a government agency, small business, or Fortune 500 company, contact us at https://circuitloops.com/contact-us/ to discover a solution that fits your communication needs.

Episode Transcript:

Rolando Rosas 0:00

Three years ago, this company did the unthinkable. They closed their office and they went 100% remote. How did they do it? Find out on this episode of What The Teck?

Intro 0:19

Welcome to the What The Teck? podcast where we talk about business and Office Technology and put our 20 years of expertise to discussing trends and issues impacting the workplace.

Rolando Rosas 0:36

This podcast is brought to you by Global Teck Worldwide, your Technology Office experts that’s been around for 20 years providing trusted, personalized office IT solutions check them out at amazon.com/teck. That’s amazon.com/teck still paying

Dave Kelly 0:58

for slow, outdated business internet. Why would you do that everything is so expensive and 2022. But listen, you might not realize you can go to circuitloops.com instant quotes to easily compare with what you’re paying for. And finally upgrade that’s right for you. It’s that easy. Go to circuitloops.com.

Rolando Rosas 1:17

High, it’s Rolando here.

Dave Kelly 1:19

Hey, and I’m Dave on this side. And listen, thanks for joining us on What The Teck? faced with a pandemic and having to send all employees home. This accounting firm had multiple needs to keep internal operations and the client communications seamless. And even under the best of circumstances, this can be a daunting nightmare with logistics, technology and business continuity challenges to be completed in a limited amount of time.

Rolando Rosas 1:48

I know it’s crazy. If you remember back in those days, Dave, everybody was being sent home all in a matter of a short period of time. And right now today, we’re not operating under those same guidelines and rules will recall back in those days, trade shows were canceling flights were being canceled. People were then being told to go home. Imagine having to run your business under those conditions where you couldn’t call people up to install things or do things for you at the office.

Dave Kelly 2:20

Right. And they had to prioritize right. So business owners were scrambling, they had to find solutions for their clients solutions for their employees. They had to find new technology to work from home, buying up everything I remember it was a huge Renzi keeping up with the with the demand that customers had at that time.

Rolando Rosas 2:40

Yeah, I remember we had call center clients calling us I gotta send people home, I need these many hundreds of headsets and speakerphones and they ran out quickly. I mean, you remember that we spent hours trying to make sure a lot of our clients satisfied. Imagine clients that have tax concerns, like this particular accounting firm, where they’re thinking about their taxes and all the other things, compliance issues that come with running a firm like this. Imagine what your mindset is thinking and then put yourself in the position of the owner of that business like this particular accounting firm, and how you’re going to keep that going high. Does it seem seamless? Like we’re operating in the office? Yeah,

Dave Kelly 3:23

absolutely. So we started having conversations with this particular client, because we had been providing them with some other communication solutions over the years. So he trusted us in our expertise and our knowledge on how we can assist him with his goals. And I remember when we first started to uncover some of his needs, were like, oh, yeah, we can manage this for you. And he was shocked that there was going to be a solution that was going to take some of this pressure off of him.

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