Customers
Pesa SACCO Society
Industry
Financial Services
Solution
Migration To Microsoft 365
Location
Nairobi, Kenya
Overview
Pesa SACCO Society is a licensed Non-Withdrawable Deposit-Taking Savings and Credit Co-operative regulated by the SACCO Societies Regulatory Authority (SASRA). Established in 1994 to serve De La Rue employees, the SACCO has since grown into an inclusive financial community with over 200+ members, dedicated to empowering individuals through savings mobilization and credit administration.
As membership expanded and operations matured, so did the need for modern tools that could support secure communication, efficient collaboration, and reliable service delivery across Nairobi and beyond.
Key Achievements
From legacy IMAP to Microsoft 365
Real-time teamwork across departments
SASRA-compliant data protection
Work from anywhere, any device
When Legacy Tools Hold You Back
For years, Pesa SACCO operated on a legacy IMAP email system, which provided only the most basic form of communication. But as the organization grew, the limitations became unavoidable.
Email Only, No True Collaboration
IMAP offered email access but no shared calendars for scheduling, no contact syncing, no shared tasks, and no way for teams to collaborate in real time.
Inefficient File Sharing and Document Management
Without OneDrive or SharePoint, files were shared only through attachments, version control was difficult, and information was scattered across inboxes and devices.
Poor Integration
PesaSacco struggled with mobile synchronization, secure access across devices and centralized IT management. This made it difficult for staff to stay productive on the go, a critical need in today’s operations.
"With communication siloed and systems disconnected, Pesa SACCO needed a modern, secure, and scalable solution."
A Strategic Alliance with Reliance Infosystems
Recognizing that their outdated tools were limiting efficiency and growth, Pesa SACCO turned to Reliance Infosystems, a trusted Microsoft partner with deep expertise in guiding financial institutions through digital transformation.
Reliance Infosystems worked closely with the SACCO team to understand their daily communication patterns, gaps in collaboration, security and compliance needs under SASRA, growth plans and technology expectations and IT management challenges across departments.
The goal was not just email modernization, but a full shift to a connected, secure, cloud‑based productivity environment.
In collaboration with Pesa SACCO leadership, the teams agreed on a complete transition to Microsoft 365, unlocking a modern workspace powered by integrated apps and robust security.
The Transformative Impact
Once Microsoft 365 went live, Pesa SACCO immediately felt the shift in how they communicated, collaborated, and served members.
Integrated Email, Calendars, and Collaboration
Teams could finally schedule meetings, share contacts, co-manage tasks and communicate in real time, all from a unified platform.
Secure Cloud File Sharing
and Acces
With OneDrive and SharePoint, files could be shared securely, documents could be co-authored, version control became effortless and mobile access improved dramatically. This eliminated reliance on email attachments and third-party tools.
More Productive, Connected Employees
With modern apps and cloud access, staff could work from any device and any location with consistent performance. The entire SACCO gained operational flexibility.
Centralized IT Management and Stronger Security
Microsoft 365 equipped Pesa’s IT team with centralized control, better device and user management, built in compliance capabilities, multi-layer security protections
This reduced IT overhead and enhanced data protection, critical in a regulated financial environment.
A Future of Secure, Connected, and Scalable Operations
With Microsoft 365 in place, Pesa SACCO is now positioned for smarter communication across departments, secure, compliant operations aligned with SASRA regulations, faster member service delivery, growth supported by modern, scalable tools, adoption of AI-powered productivity tools like Copilot and better governance and smoother workflows.
Pesa SACCO is now equipped to support its expanding membership with confidence and efficiency.
- SASRA-compliant operations
- Scalable infrastructure
- AI-powered productivity
- Enhanced governance
200+
Members Empowered
“Pesa SACCO is now equipped to support its expanding membership with confidence and efficiency.”
Empower your organization with modern, secure, and connected productivity tools
Ready to transform your operations like Pesa SACCO? Let our experts guide your digital transformation journey.
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