A done-for-you migration from free Trello boards to Microsoft 365 + SharePoint — with item-level permissions, audit trails, and BAA-covered storage. Your team keeps the workflow they know. You stop carrying compliance risk in a free SaaS tool.
Atlassian doesn't sign a healthcare BAA at those tiers — and PHI is almost certainly sitting in card titles, attachments, and comments today.
Anyone added to a board can see every card on it. You can't share a single patient's workflow without exposing the rest of the caseload.
If something walks, you can't prove who saw what, when. That's a problem the first time HHS asks.
Typeform, Google Forms, and JotForm typically aren't BAA-covered on standard plans — so the exposure starts before the card even exists.
We sit with the people who actually use the boards, document every list and field, and map your current workflow into a SharePoint schema — including which fields carry PHI and need restricted access.
SharePoint Lists with item-level permissions, intake via Microsoft Forms, a Power Apps wrap that gives your staff the kanban view they're used to, and Power Automate flows for status transitions and notifications.
Hands-on training for clinical staff, side-by-side dry-run against your live Trello data, role-based permission checks, and a written runbook for your admins.
We migrate historical cards with timestamps preserved, freeze Trello, and stay on for 30 days of hypercare — fixing edge cases as your team finds them.
We're running this exact migration with a Bay Area psychology practice right now — 8 boards spanning intake, regional center coordination, therapy authorization, and employee onboarding. Same playbook. Same SharePoint stack. Same outcome: kanban your team already loves, on infrastructure that holds up to a HIPAA audit.
A written assessment of where PHI lives in your current Trello, what's covered by a BAA today, and what isn't.
Lists, content types, item-level permissions, retention policies, and an admin runbook — handed over, not held hostage.
A board view your clinical staff can use on day one without retraining. Looks like Trello. Behaves like Trello. Isn't Trello.
Microsoft Forms replaces Typeform / Google Forms / JotForm for any intake that touches PHI — same UX, BAA in place.
Every card, comment, attachment, and timestamp from your existing Trello, brought across — or quarantined if it shouldn't move.
We don't disappear at cut-over. A month of active support while your team works the new system in anger.
Healthcare-first by default. Same team that ships SmartOnboard AI — we treat PHI like PHI, not like an afterthought.
Microsoft stack we already run. 17+ years of MSP experience inside the parent company means SharePoint, Entra, and Power Platform aren't new to us.
Workflow before tooling. We model what your team actually does first. The platform is the answer, not the goal.
Fixed-fee, not hourly. You know the price before we start. We carry the scope risk.
Hand-over, not hostage. Your admins get the runbook, the access, and the documentation. You can run it without us.
30-day hypercare included. A month of support after cut-over — because the first month is when reality finds the gaps.
Free and Standard Trello plans aren't covered under Atlassian's healthcare BAA, and most practices using Trello to track patients have at least some PHI inside card titles, attachments, or comments. SharePoint inside Microsoft 365 with a signed BAA gives you the same kanban workflow with item-level permissions and audit logs that satisfy HIPAA.
No. We mirror your current board structure first — same lists, same lanes, same card fields — then layer permissions and automations on top. Day-one, staff use a board that looks like Trello. The compliance layer is invisible.
A typical small practice migration is 6–8 weeks: 2 weeks of discovery and board mapping, 2–3 weeks of SharePoint build and Power Apps wrap, 1 week of staff training and dry run, and 1–2 weeks of cut-over and hypercare.
We export every board, list, card, attachment, and comment from your Trello workspace, scrub or quarantine anything that shouldn't be migrated, and import into SharePoint with original timestamps preserved. You keep the history; you stop the bleeding.
If your intake form is collecting PHI through a vendor that won't sign a BAA, that's its own exposure. We replace it with Microsoft Forms — same field experience for the patient, BAA-covered, and the responses land directly in SharePoint.