Worldox CompleteCloud is a complete hit at Cole Valley Software.
By Peter Shaw, CEO
Cole Valley Software
November 22, 2011
To find a hosted desktop with the applications we need, and with the
flexibility to control our own development and testing servers.
The new Worldox CompleteCloud hosted desktop solution – even
includes the hosting of our own Contact Ease CRM application.
A seamless, error-free transition from the previous hosting provider,
with enhanced disaster recovery and significantly reduced IT costs.
“With CompleteCloud, we would still be able to control our own servers
and use the applications we already had, while gaining a more robust
“Lots of companies say they pay attention to customer service, but
these people actually deliver. I ... have been involved in several IT
transitions and upgrades, but none have ever been as seamless as this.”
“... Worldox CompleteCloud is a complete hit at Cole Valley Software; I would
recommend it to any company looking for a trouble-free hosted solution.”
As CEO of a legal software company, I have a responsibility to provide
our employees with the tools that they need to accomplish their goals
while also managing the bottom line. We have 15 employees and a lot
of work to do, so efficiency is of the utmost importance. As you can
imagine, the reliability and performance of our technology
infrastructure is crucial, because we are in the technology business.
Recently, we decided to make a change with our hosted desktop
provider. Given the distributed nature of our environment, we
decided that it is much more cost effective for us to operate in a
hosted environment where we don’t have to maintain our own IT
infrastructure. Previously, we had been subscribing to a software-as-
a-service platform which had been working, but it had too many
We needed a solution that would include the applications we needed,
and the flexibility to have control of our own servers for development
and testing purposes. Naturally, we also wanted the breadth of IT
services a hosted solution provides, including complete infrastructure
management, upgrades and backups.
We have been using Worldox as our company-wide document
management system for the past two years. Everyone loves Worldox
because it is easy to use, effective and relatively problem-free to
manage on an ongoing basis. We actively use Worldox to archive
Outlook emails and have all of our document creation, use and
distribution run through Worldox.
Our Worldox reseller, Bill Baker of California-based Baker+Cadence
Solutions, had always been a great resource for us in the industry, so
we contacted him. Bill told us about the new Worldox CompleteCloud
hosted desktop, which combined Worldox integrated with
Outlook/Exchange, Microsoft Office Suite and QuickBooks for an all-
inclusive monthly subscription price.
They were even able to include hosting our own ContactEase CRM
application within their environment. With CompleteCloud, we would
still be able to control our own servers and use the applications we
already had, while gaining a more robust system.
In September 2011, we decided to subscribe to the Worldox
CompleteCloud service. The preparation and planning required just a
few hours over a 20-30 day period. The Baker team worked with
Worldox technical support to lay out the process, including
coordinating with our prior hosting provider to transition off of their
Baker+Cadence and Worldox were ahead of schedule on everything
and they reached every milestone. They resolved issues quickly. The
people we worked with were delightful, and we had friendly, positive
open communication throughout, which makes it easy to do business.
Lots of companies say that they pay attention to customer service, but
these people actually deliver. I have to say that I have been involved in
several IT transitions and upgrades, but none have ever been as
seamless as this. Users came in on the Monday after the software and
data was transitioned from our previous provider over a weekend and
everything just worked. Frankly, we anticipated problems and had
developed contingency plans in case there were issues, but we didn’t
have to use them. Everything was perfect!
We are up and running with Worldox CompleteCloud and we have a
backup schedule that is rigorously maintained by the hosting provider,
so we don’t need to worry about disaster recovery. Best of all, by using
Worldox CompleteCloud, we were able to avoid adding headcount for
an in-house IT person, which definitely helped our bottom line.
Worldox CompleteCloud is serving us well and Baker+Cadence and
Worldox technical support are standing by in case we have any issues.
Basically, Worldox CompleteCloud is a complete hit at Cole Valley
Software; I would recommend it to any company looking for a trouble-
free hosted solution.