Case Studies
Most case studies on managed IT websites are written for marketing rather than for honesty. We try to do this differently. Some of these are client engagements, with the environment, the work, the timeline, and the measurable outcome laid out plainly (identifying details redacted where a client preferred to stay anonymous, but the shapes and numbers real). Others are projects we ran on our own business, because we would rather show you something we have done ourselves than something we only recommend. Either way, the specifics are real.
Charlotte-area client
How NetSafe Built a 120-Site Asset-Tracking Platform With AI and No Passwords
A construction-materials producer with high-value equipment across roughly 120 sites gets one system of record, built on Microsoft Azure by an AI coding agent under a NetSafe engineer's direction, with no passwords anywhere and security designed in from the first version.
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Charlotte-area client
How NetSafe Built Its Own AI Tool to Migrate a Client Off Datto Workplace
A manufacturing client leaves Datto Workplace for SharePoint Online using a migration platform NetSafe engineered with AI: every file verified and certified, no local storage, no disruption, and a redundant subscription removed. The same platform is now carrying seven more migrations.
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Charlotte-area client
A Gap Analysis That Connects Every System Through Its API
NetSafe built a gap analysis that connects the business systems we already run through their Application Programming Interfaces, compares each customer against a defined standard, and surfaces risk and opportunity automatically. We run it across our own customer base.
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Charlotte-area client
An Artificial Intelligence Newsletter With a Human on Every Send
NetSafe built a newsletter that personalizes itself to each customer and never sends without a person approving it. We designed it, run it on our own platform, and use it for our own customers.
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Charlotte-area client
Rebuilding Our Own Website on a Fully Custom WordPress Build
NetSafe moved its own website to WordPress on a fully custom build, migrated the whole site without breaking its links, and kept design, management, and Search Engine Optimization in house. We did it on our own business first.
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Charlotte-area client
Consolidating Business Reporting onto Microsoft Azure, Retiring Standalone Power BI Licensing
An operations-focused client ran reporting on Power BI while already paying for Microsoft Azure. NetSafe rebuilt the dashboards on Azure-native services and retired the standalone per-user and Premium licensing.
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Charlotte-area client
Moving Off GoDaddy Microsoft 365 to a Direct Tenant With Full Admin Control
If your Microsoft 365 came from GoDaddy, you are likely paying for a reduced version. NetSafe transitions clients to a direct Microsoft 365 tenant with full admin access, Conditional Access, and Microsoft Defender.
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Charlotte-area client
Getting Off VMware After the Broadcom Acquisition: A Path That Worked
When Broadcom restructured VMware licensing into costly subscription bundles, NetSafe assessed a regional client’s virtual machine estate, migrated all workloads to a new hypervisor with no data loss, and rebuilt disaster recovery in the same engagement.
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Charlotte-area client
How NetSafe Cut ~$57K a Year by Moving Its Own Helpdesk Off HubSpot
NetSafe Solutions was paying about $4,800 a month for HubSpot Service Hub. Rather than renew, the team built a native helpdesk, migrated every mailbox and the full ticket history, and shut off the subscription without losing a record.
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Regional nonprofit human services provider
How a Southeast Nonprofit Cut $67K Exiting Its Data Center for Microsoft 365
A 250-user nonprofit human services provider operating across 12+ Southeast locations vacated its data center on January 1, 2026 — retiring every on-premise server, consolidating around Microsoft 365, and cutting roughly $67,500 from annual IT run-rate.
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Charlotte-area industrial manufacturer
How Netsafe Saved a Charlotte Manufacturer $572,000 Migrating Box to SharePoint
Charlotte manufacturer eliminates $112,498/year Box subscription with phased Box-to-SharePoint Online migration. $572,694 three-year financial impact, ~$235K in additional bulk-export API charges avoided, ~3 TB across 6.5M files.
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