Client access needs control
Shared files, project tools, guest users, contractors, and client workspaces need regular access review.
Marketing Agency IT
Keep client work, cloud tools, and creative teams connected
Client-file sharing, remote collaboration, SaaS access, and changing accounts shape agency technology needs. OnlineV can review business IT, security, cloud collaboration, recovery, and practical automation or AI opportunities within agreed scope.
Industry situations
When technology gets in the way.
Cloud tools need structure
Microsoft 365, Google Workspace, project systems, and file sharing should be easier to support and secure.
AI needs practical guardrails
Agencies can benefit from AI workflows, but client data rules and human review need to be clear.
Coverage and boundaries
Clear scope. Clear responsibilities.
What can be included
- Client files, cloud workspaces, shared links, and contractor access
- Microsoft 365, Google Workspace, project tools, and SaaS ownership
- MFA, permissions, offboarding, device support, and remote users
- Backup expectations for files, documents, and agency systems
- AI tool usage, client data boundaries, and human review
- Cybersecurity basics for accounts, devices, and external sharing
What needs separate agreement
- Creative judgment, campaign decisions, client approvals, and specialist-platform functionality remain with your team and vendors.
- Coverage hours, response expectations, licensing, projects, and hardware are agreed separately; support does not imply unlimited or 24/7 human availability.
- Remote work can cover supported business systems. Physical work outside Calgary may need a local vendor, with responsibilities agreed in advance.
Practical improvements
Consider the workflow before the tool.
Illustrative opportunities—not client results. Start with internal research, summaries, documentation, and repeat admin work. Confirm what client material can be used in approved AI tools.
OnlineV helps agencies assess practical workflows while keeping client information, account access, approved tools, and human review clear. Keep sensitive information in approved tools and arrangements only, with human review. Simpler automation or process cleanup may be preferable to AI.
AI Readiness & TrainingHow a review starts
Start with the work your team depends on.
- 01
Understand the environment
Review Microsoft 365 or Google Workspace, shared files, SaaS access, contractors, and MFA.
- 02
Prioritize the needs
Discuss priority and timing: Clean up client file permissions, guest access, offboarding, and device support ownership.
- 03
Agree responsibilities
Define AI use boundaries for client data, drafts, summaries, and review. Agree deliverables, vendor handoffs, coverage, and follow-up before work starts.
Choose a support path
Match the engagement to the need.
Microsoft 365 Support
Administration, document access, sharing, and collaboration support.
Explore serviceCybersecurity
Practical account, device, access, and protection improvements.
Explore serviceAI Workflow Automation
Review repeat administrative work, integrations, and human-reviewed automation.
Explore serviceScope depends on your users, systems, vendors, coverage, and priorities. Projects and licensing are quoted separately.
View PricingServices OverviewUseful reading before you start.
Common questions
Before you choose a support path.
Can OnlineV support marketing agencies with remote teams?
Yes. OnlineV can help with cloud tools, devices, user access, files, permissions, cybersecurity basics, and practical remote support.
Can you help with Google Workspace and Microsoft 365?
Yes. OnlineV can help coordinate common business IT needs around Microsoft 365, Google Workspace, cloud files, accounts, and access review.
What are the specialist support boundaries?
Creative judgment, campaign decisions, client approvals, and specialist-platform functionality remain with your team and vendors.
How are scope, vendors, and pricing agreed?
Review covered users, devices, systems, support hours, vendor handoffs, and responsibilities before work starts. Projects, hardware, licensing, and subscriptions are priced according to the proposal; specialist application work stays with the appropriate vendor.
What should we bring to the first conversation?
Client-file sharing, remote collaboration, SaaS access, and changing accounts shape agency technology needs. Bring the current issue, affected systems, existing vendor contacts, and any access or recovery concerns.
Bring your priorities. We’ll help define the next step.
Start with a free 15-minute conversation about the current issue, systems, and work your team needs to keep moving.