Bateman MacKay LLP is a renowned 35+ year old full-service mid-market Chartered Public Accounting firm based in Burlington, Ontario. It supports local and international clients, from start-ups to mature businesses, with tax, accounting and business advisory services.
In 2009, Vinay Khosla acquired Bateman MacKay. He had noticed an opportunity to rapidly grow a small business of eight well-regarded and highly-skilled CPAs and business advisors.
One of the first changes was to introduce more reviews and on-site audits. This inherently entailed more remote working, which in turn put pressure on the business’ manual, paper-based processes. In response, an upgraded, more functional version of CaseWare was installed directly onto Bateman MacKay’s two on-premise servers. This would then be accessed by the team both within and outside the office via VDI.
But with more remote working, the servers could not keep up, and nor could Bateman Mackay’s one-person service provider operating on a break-fix model. The final straw came when Bateman MacKay opened a second office. This new team used VDI daily to access the servers in the Burlington office, on top of the pre-existing teams trying to remote in from client sites. The on-premise infrastructure was utterly overwhelmed.