A wealth management business in London were looking to improve their IT provision and increase security and compliance within the workforce.
The business had relied on the support and advice of a small IT business in the past, but was now requiring increased levels of support and improvements across all systems.
After a recommendation from their web developer, they were put in contact with HW Technology, to help them assess their current setup and look at how the increasing compliance burden could be met.
Due to the businesses makeup and the need for staff to work from almost any location and a recent move to serviced premises in central London, it was imperative to make use of cloud technologies where possible.
During an initial fact find a scoping call between Mark Burgess (Director at HW Technology) and one of the businesses Directors, the core requirements of the staff and the increasing compliance burden were highlighted.
The solution was underpinned by Azure Active Directory giving the business control of devices and accounts and setting password policies centrally. Office 365 was deployed to enable effective email communication and allowed single sign on for the users across services.
Office Message Encryption was deployed enabling staff to send secure email to clients reducing the risk of a breach.
Dropbox was being used by one or two members of the team and due to the flexibility it brings and the type of information stored outside of their cloud-based client management solution.
To increase compliance, improve backup resilience and enable a consistent approach to share and storing data Dropbox Business has been deployed for each user and single sign-on has been activated via Azure AD. The product now allows control of file and folder permissions and gives the business the ability to add users quickly.
In addition, multi-factor authentication will be deployed in the near future giving even greater account security.
KO- Client Director
“We were recommended to speak to HW Technology due to their experience with professional service organisations. Mark took the time to understand the business and our current state of play, on reflection we had been missing the kind of guidance we needed from our IT provider.
Once Mark and I mapped out our requirements the solution was designed and the process of setup has been smooth. A partcilaur point to highlight was the asistance they provided in our office move. Tom from Stoke (a Man Utd fan though) was a delight to work with.
I have recently recommended Mark to another business in the serviced offices we are currently based in. They are also not receiving the type of guidance and support they should be so I had no hesitation in this recommendation due to the quality and commitment we have been shown by HW Technology.”
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