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- 500+ Employees
- Financial Services
Financial Services Firm Optimizes Microsoft 365 Security
The Challenge
A financial services firm with premium Microsoft 365 E5 licenses was only using 15% of available security features while maintaining 14 redundant security tools.
Key Results
- 40% improvement in NIST CSF score
- Consolidated 14 security tools down to 5, saving $320K annually
- Created unified security dashboards in Microsoft Sentinel
- 85% reduction in security alerts
"What surprised us most was that by optimizing our Microsoft 365 security stack, we not only saved money but actually improved our security posture beyond what our previous patchwork of tools provided."
CFO
Financial Services Firm
- Financial services
- 150+ Employees
Regional bank ensures business continuity
The Challenge
A regional financial services company experienced regular system instability and compliance concerns, causing transaction delays, security vulnerabilities, and regulatory risks that threatened customer trust and business operations.
Key Results
- Achieved 99.99% system availability with comprehensive disaster recovery
- Implemented multi-layered security meeting FFIEC/GLBA requirements
- Reduced security vulnerabilities by 87% through systematic patching
- Passed regulatory IT audits with zero critical findings
"In financial services, system reliability isn't just about convenience—it's about maintaining customer trust. edgefi understood our unique needs and delivered a managed IT solution that ensures we're always operational, secure, and compliant."
COO
Regional Financial Services Firm
- Hospitality
- 800+ Employees
Regional Restaurant Chain Modernizes IT Infrastructure
The Challenge
A regional restaurant chain with 30+ locations was struggling with legacy on-premises systems that were expensive to maintain and created security gaps across their distributed workforce.
Key Results
- Migrated 30+ locations to Microsoft 365 with zero business disruption
- Increased Microsoft Secure Score from 45 to 145 points
- Reduced annual security spending by 30% through consolidation
- Reduced IT-related downtime by 93% with proactive monitoring and support
"The migration was seamless, and our team now has secure access to everything they need from any location. We've finally eliminated our dependency on outdated servers while actually improving security."
Operations Director
Regional Restaurant Chain
- Healthcare Technology
- 250+ Employees
BioMed Tech Transforms Security Chaos into Business Growth
The Challenge
BioMed Tech was facing a perfect storm of security and compliance challenges including failed security reviews that were actively preventing business growth and delaying enterprise deals.
Key Results
- Achieved SOC 2 compliance in 90 days
- Secured 62% increase in enterprise deals after implementing security improvements
- Reduced security decision-making time from weeks to days
- Established security as a business enabler rather than a blocker
"Our security challenges were literally keeping me up at night and preventing us from closing crucial enterprise deals. edgefi transformed our approach to security from a box-checking exercise to a strategic advantage that actually accelerates our sales cycle."
CEO
BioMed Tech Company
- Recreation & Tourism
- 200+ Employees
Oregon Ski Resort Secures Seasonal Operations
The Challenge
An Oregon ski resort faced unique security challenges with seasonal staff turnover, weather-dependent operations, and the need to protect customer payment information across multiple mountain facilities.
Key Results
- Implemented automated seasonal staff onboarding and offboarding security processes
- Protected customer payment data with advanced encryption and compliance controls
- Deployed weather-resistant backup solutions with 99.9% reliability
- Reduced IT security incidents by 75% during peak season
"Our business operates differently than most, with massive seasonal swings and challenging environments. edgefi understood these unique needs and built security that works with our business, not against it."
IT Director
Pacific Northwest Ski Resort
- Professional Services
- 75+ Employees
Legal Firm Transforms Practice Management
The Challenge
A mid-sized law firm was struggling with unreliable IT systems causing document management issues, poor client collaboration, and lack of secure mobile access that impacted attorney productivity and client satisfaction.
Key Results
- Reduced IT-related downtime by 93% with proactive monitoring and support
- Implemented secure document management system with 99.99% uptime
- Enabled secure remote work capabilities for all attorneys and paralegals
- Achieved ABA cybersecurity compliance with enhanced protection for client data
"Our attorneys were spending 5-7 hours per week dealing with technology issues instead of billable work. edgefi's managed services eliminated these frustrations and gave us back nearly 350 billable hours per attorney annually."
Managing Partner
Regional Law Firm
