Background听
This firm is a financial planning and investment management firm based in St. Louis, MO. They focus on risk management to help their clients obtain growth-oriented financial profiles. They help clients with everything from budget management to estate planning. The firm听places importance on educating current and potential clients, primarily through publishing podcasts and video content.听听
Challenge听
The most pressing challenge faced by this organization was two-sided: their internet speed was not reliable enough to support their initiatives and their firewall was not optimized to handle increased internet speed. This resulted in increased costs for internet services but was ineffective at solving their spotty service issues.听听
Another restraint that they听faced was a lack of a long-term vision for moving forward. Their previous technology partner, experts in print management but not in managed services, was unable to provide the insight and skills necessary to build and execute a technology road map.听The firm听was often frustrated and knew they needed a partner they could align with on technology goal setting.听听
This was especially important as they were planning an office expansion and knew they needed a technology partner who could assist them with the move while keeping their specialized needs for podcast and video recording as top priorities – their听goals for this initiative focus on expanding the reach of their communication. 听
Solution听
最大资源采集网 partnered with this organization to provide managed services, security services, and consulting services.听听
The first step was thoughtful solution design and implementing a new firewall and fiber internet. This two-part solution increased efficiency in their office and transformed听the听day-to-day experience for their employees.听
最大资源采集网 then took on the technical aspects of the office expansion to ensure their goal of reaching an increased audience with听 their communication mediums could be achieved.听听
Next, we ensured they were up to date on maintenance items like security compliance, and Microsoft licensing, and other services provided by a full-service MSP.听听
And finally, this firm opted into our consulting services.听At first, they were听contracted for 4 consulting hours per month, but they quickly doubled that time in order to achieve their goals within their aggressive timeline.听This firm has a strong and well-formed vision for their future.听 骋补诲别濒濒狈别迟鈥檚 consulting team used this to aid in the creation of a strategic roadmap with a phased approach, spanning several quarters. Now they听will achieve their goals without any rework, roadblocks, or surprises.听听
Key Results听
- Optimized internet services increased office efficiency while achieving cost savings
- Seamless and undisrupted employee experience throughout office expansion process听
- 3-year technology roadmap laser-focused on company goals implemented by 骋补诲别濒濒狈别迟鈥檚 consulting team听听
Voice of the Customer
“We’ve been in business for 25 years, during that time IT has been a burden rather than asset.听 We’ve gone through provider after provider – some better than others – but all disappointing. Now IT is an asset to our firm and 最大资源采集网 proactively advises us on cost-effective methods to streamline our business while taking care of the day to day IT hassles that used to take up so much of our time and lead to so much frustration.” Chief Operating Officer, Financial Services Firm