Case Studies

Challenge: A 12-physician group running aging on-premise servers with no disaster recovery plan and a HIPAA audit on the horizon.

Solution: Full migration to HIPAA-compliant Azure, encrypted backup and DR protocols, staff training, and a new IT governance policy set.

Challenge: A 40-attorney firm with no dedicated IT support, relying on ad-hoc vendors and an unsecured document management process.

Solution: Deployed a fractional IT department, help desk, cybersecurity policy, Microsoft 365 optimization, and legal document management platform.

Challenge: Plant floor systems completely isolated from business systems, creating reporting delays and zero real-time visibility into production.

Solution: Architected a secure OT/IT bridge, integrated with their ERP, and deployed a real-time production dashboard for leadership.

Challenge: A 120-person nonprofit with no security policies, shared credentials, and a $40K ransomware incident on record.

Solution: MFA deployment, endpoint protection, phishing simulation training, incident response playbook, and board-level reporting dashboard.

Challenge: A 75-person retail operation running on outdated email, shared drives, and no formal collaboration tools, costing hours of productivity per week.

Solution: Full Microsoft 365 deployment including Teams, SharePoint, and OneDrive. Migrated 5 years of email history, trained all staff, and built automated workflows for inventory and reporting.

Challenge: A 60-person general contractor with field crews unable to securely access project files, drawings, or communicate with the office from job sites.

Solution: Deployed a cloud-based document management platform, mobile device management, and secure VPN access. Field crews now have real-time access to everything they need on any device.

Challenge: A K-12 private school issued 400 student devices with no centralized management, no content filtering, and a mounting IT support backlog.

Solution: Implemented a full MDM solution, deployed content filtering and monitoring, standardized device configurations, and set up a self-service support portal for staff.

Challenge: A wealth management firm being asked by enterprise clients to demonstrate SOC 2 compliance, with no existing security documentation or controls.

Solution: Conducted a full gap assessment, built a security policy library, implemented access controls and logging, and guided the firm through a successful Type I audit in under 5 months.

Challenge: A 150-person distribution company with a single overwhelmed IT generalist handling everything from printer jams to server failures, causing constant downtime.

Solution: Stood up a fully managed help desk with tiered support, escalation procedures, and an asset management system. The internal resource was freed to focus on strategic projects.

Challenge: A behavioral health practice needing to launch telehealth services quickly but lacking secure, HIPAA-compliant video and documentation infrastructure.

Solution: Selected and deployed a HIPAA-compliant telehealth platform, integrated it with their EHR, configured secure patient intake workflows, and trained all clinical staff.

Challenge: A 30-person community foundation operating on legacy systems with no IT plan, no budget framework, and growing pressure from grant-making partners to modernize.

Solution: Conducted a full technology assessment, delivered a 3-year IT roadmap, identified $85K in annual savings through consolidation, and helped secure grant funding for technology upgrades.

Challenge: A 25-person CPA firm with staff regularly clicking phishing links, storing client tax documents in personal email, and no formal security awareness program.

Solution: Deployed a phishing simulation platform, built a tailored security awareness curriculum, established a secure document portal, and implemented MFA across all systems.

Challenge: A 50-agent real estate brokerage using a mix of personal email, WhatsApp groups, and printed documents to manage transactions, creating compliance risk and constant miscommunication.

Solution: Deployed Microsoft 365 with custom SharePoint sites for each transaction, automated document routing, e-signature integration, and a shared CRM integration.

Challenge: A 40-person precision tooling shop hit with ransomware that encrypted 3 years of CAD files and production records, resulting in 2 weeks of downtime and $120K in losses.

Solution: Executed full incident response and recovery, rebuilt their network with segmentation, deployed endpoint detection and response tools, and implemented immutable offsite backups.