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Customer story

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.

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  • 4.8/5 on G2
  • SOC 2 certified
A woman wearing headphones and a t shirt, attentively engaged in employee training.

Results at a glance

  • 100+ documents

    From the founder's head

  • 50+

    Clients

  • 35+ yrs

    In business

  • 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

  • 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.

  • 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.

Before and after Whale

  • Before Whale: Most documents buried in a messy Google Drive

    After Whale: Over 100 documents organized in one place

  • Before Whale: Founder knowledge scattered across different places

    After Whale: Automated training workflows ready for future hires

  • Before Whale: No structure, hard to track anything

    After Whale: Field workers access everything from the mobile app

  • Before Whale: No way to deploy a training sequence to new hires

    After Whale: CoPilot surfaces the right card in the tools they use

Customer proof

“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.

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