Matthews, NC · southeast Mecklenburg · Mecklenburg County
A part-time CIO for Matthews, NC firms, starting with a Microsoft 365 review.
Clinics and professional offices on Charlotte's southeast side, where a Matthews desk and a Charlotte desk often keep two copies of the same clients.
Systems common in this market. The figure is city population.
The market
What Matthews looks like from here.
Matthews is a Mecklenburg County town on the southeast side of Charlotte, along US 74 where the county line meets Union County. Downtown Matthews holds shops, clinics, and professional offices, and many of the owners live in town while their clients are in Charlotte. A medical group or an accounting firm here often opened the Matthews office as the neighborhoods filled in. That office still keeps its own mailbox and its own copy of the client list.
The Matthews practice that also works in Charlotte usually runs Microsoft 365, a practice or client system, and a spreadsheet someone merges by hand at month end. Patient details and tax files are what staff paste into a public AI tool when a letter has to go out the same day. The AI rule names those records. The applications assessment then shows whether the Matthews files and the Charlotte files can share one monthly report. Stallings, Mint Hill, and Indian Trail firms keep the same split between a local desk and a Charlotte client base.
What we would expect to find here. Patient details and client files often exist twice, once in Matthews and once in Charlotte. The assessment says which copy the report should trust.
The office on Matthews Township Parkway
Third Shift Group's office is at 720 Matthews Township Pkwy Suite 103, Matthews, NC 28105. Published hours are Monday to Friday, 8am to 5pm EST.
Patient details and client files often exist twice, once in Matthews and once at a Charlotte desk, and the applications assessment says which copy a monthly report should trust.
Third Shift Group's office is in Matthews. The other towns listed here are service areas.
Where this has run
A profile close to this setup.
Patient data was being entered into a public AI tool.
Multi-site healthcare practice · ~60 staff
The firm asked for automation, but its systems were not ready for it.
Professional services firm · ~30 staff
Industries in Matthews
Who we work with here.
Start here
- AI Use Policy — Advisory review
- Applications assessment — Assessment
- Microsoft 365 tenant review — Advisory review
Where are you based and do you work remotely?
Third Shift Group LLC is based in North Carolina and works with firms across North and South Carolina. Most of the work runs remotely, against your Microsoft cloud account and your systems. Policy meetings and leadership sessions can be on site where that helps. See where we work for the regions and towns we cover.
Our Matthews office and our Charlotte office use different client lists. Can they report together?
Often, once someone decides which list is the source. The applications assessment compares the two and says what has to match before a report is trustworthy. Where they cannot share a figure, the written record says so before any dashboard is built.
Is your office in Matthews?
Yes. Third Shift Group LLC keeps its office at 720 Matthews Township Pkwy Suite 103, Matthews, NC 28105. The phone number is (980) 365-8466.
Can we meet at your Matthews office?
Yes. Use the contact page to request the first meeting and say you'd like to meet at the Matthews office, 720 Matthews Township Pkwy Suite 103. We reply within one business day.
Start here
The first step is the same in every location.
Advisory first, in Matthews as everywhere else: a written assessment you own.