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Customer story

SkyPort IT

How SkyPort IT organized 35 years of knowledge for a growing team

SkyPort IT is an industry-leading managed security service provider that has kept companies secure and current for over 35 years. Emily Marson, Marketing Coordinator, worked with Whale certified partner Jason Henderberg to move the team’s documents out of a messy Google Drive into an organized, training-ready system. The challenge: making 35 years of founder knowledge accessible and deployable to new hires.

35+ yrs

In business

50+

Clients

100+

Documents organized

The challenge

Before Whale, most of SkyPort IT’s documents lived in Google Drive, and over time it became messy, with so many files that nothing was easy to track. Dan, the owner, had been writing down how things were done for years, but everything was stored in different places with no structure, and there was no way to deploy a sequence of training to someone new. The team needed both an organized home for existing knowledge and a way to turn it into training workflows.

Before Whale, we were storing most of our documents in Google Drive, and over time it gets very messy. There are so many documents and things that it gets hard to keep track of. Whale gave us a really nice, organized place to put all of our documents, and we definitely needed that!

Emily Marson

Marketing Coordinator, SkyPort IT

Before Whale

Most documents buried in a messy Google Drive

Founder knowledge scattered across different places

No structure, hard to track anything

No way to deploy a training sequence to new hires

After Whale

Over 100 documents organized in one place

Automated training workflows ready for future hires

Field workers access everything from the mobile app

CoPilot surfaces the right card in the tools they use

The solution

How Whale solved it

Working with Whale certified partner Jason Henderberg, the team loaded over 100 documents into Whale and got everything structured so it could train new team members. The result is an organized, centralized documentation system with automated training workflows in place for future hires. The Whale app has been especially useful for field workers, who access information wherever they are, on any device.

Dan, as the owner, for many years had been writing down how to do things, but they were stored in different places, and it wasn't in an organized manner where you could just deploy a sequence of training modules to somebody new. Now that the documentation has been organized, we're putting into practice training workflows in Whale so we can actually start deploying those to employees.

Jason Henderberg

Whale certified partner

Key features used

The parts of Whale doing the heavy lifting.

Alice AI

All company documentation is centralized in one organized location, replacing the scattered Google Drive the team had outgrown.

Training flows

Automated training workflows mean new hires can be assigned a structured sequence of learning from day one.

Mobile app

Field workers and offsite employees access the same information as the office team, from any device, any time.

The results

Over 100 documents organized

Years of scattered founder knowledge now lives in one structured, searchable home.

Training ready to deploy

Automated workflows mean a new hire can be assigned a full training sequence on day one.

Knowledge in reach anywhere

Field and offsite workers pull up what they need from the mobile app, on any device.

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Implementing Whale meant that Avior Wealth could train their team members across eight locations but with one central repository.

Elmwood Agency

With the help of Whale-certified partner Jason Henderberg, the team began documenting their processes. The team utilized videos and screenshots to ensure everything documented very well and in an organized manner.

SkyPort IT

Working with Whale certified partner Jason Henderberg, the team loaded over 100 documents into cards on Whale. Now the team has an organized and centralized documentation system and is setting up automated training workflows to train future new hires.