FINANCE CASE STUDY
ABOUT THE CLIENT
This financial services firm was brought to us by their local IT partner after struggling with persistent issues with their previous provider. In fact, what cinched the deal was that we were able to quickly solve an Outlook plug-in problem that had evaded their prior provider for months. Our ability to quickly solve a long-painful problem, and the smoothness of their subsequent onboarding has turned this client into an Effortless advocate.
Years with Effortless: 1
Users: 12
Locations: 1
PAIN POINTS AND MOTIVATIONS
- The client’s primary business application was not working in their current provider’s environment.
- They were experiencing escalating broken promises from their current provider.
- Their IT and computing became a liability, alongside shadow IT workarounds, which led to the principal’s concerns growing about potential larger business liabilities.
- Lack of consistency and knowledge from their provider’s support on their environment and business operations led to frustration, and lost productivity.
- The client had security concerns regarding their customer’s financial information.
HOW DID EFFORTLESS OFFICE HELP?
- Partner brought us a challenge that had stumped their prior provider. One of our talented engineers was able to diagnose and solve the problem.
- This led to a us winning their business and cleaning up their environment during their migration.
- Client now experiences seamless and functional business applications.
- Client is perfectly positioned to continue business operation in a pandemic.
- The client’s team could now move their focus to everyday business needs, rather than chasing support.
- We utilize Cisco Firepower, for financial information, to provide Advanced Intrusion Detection Systems (IDS), Intrusion Prevention Systems (IPS), Advanced Malware Protection (AMP), Application Visibility and Control (AVC), and more.
- We configured a secondary circuit for redundancy and failover to meet the performance demands of “always up” business requirements.
- VEEAM Backup has been incorporated to ensure retention periods legally required to retain financial information are met and business continuity policies are achieved, as well as disaster recovery of any sort.
EFFORTLESS OFFICE SOLUTION
Managed Services
Disaster Recovery
Help Desk
Private/Public
Cloud
Desktop
As-A-Service (DaaS)
M365 / O365
Multi Factor
Authentication (MFA)
Infrastructure
As-A-Service (IaaS)
Security
Managed Services
Multi Factor
Authentication (MFA)
Help Desk
Disaster Recovery
Desktop
As-A-Service (DaaS)
Private/Public
Cloud
Infrastructure
As-A-Service (IaaS)
M365 / O365
Security
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AFTER MIGRATION
This client has been a great referral source since migration.