Case Study
Co-Managed IT, Cybersecurity & Insurance Readiness for a Professional Services Firm
Client Profile
Industry
Professional Services
Company Size
250–300 users
Locations
6 offices across the U.S. and overseas
This professional services firm operates in a demanding, always-on environment with a distributed workforce and international users. They rely on secure, resilient IT systems to support client delivery, regulatory expectations, and business continuity.
The Challenge
The client needed:
A trusted long-term IT partner to co-manage a complex environment
Reliable coverage during internal IT absences
Enterprise-grade cybersecurity for global users
Ongoing modernization of infrastructure without disruption
Support responding to cybersecurity insurance requirements and technical questionnaires
As cyber insurance requirements became more detailed and restrictive, the client needed expert guidance to accurately document their security posture and maintain coverage eligibility.
Our Role
Co-Managed IT & Cybersecurity Partner
We operate as an extension of the client’s internal IT team, co-managing and fully managing critical systems where needed.
Co-Managed Scope Includes:
Infrastructure and systems management
Help desk escalations and outage response
Cybersecurity tooling, monitoring, and enforcement
Cloud services and identity management
VMware and on-prem infrastructure
Patch management, backups, and performance optimization
During vacations, sick leave, or high-demand periods, our team increases coverage to maintain consistent response times and system stability.
Infrastructure & Platforms Supported
The client operates a hybrid environment leveraging:
VMware Environment
Amazon Web Services (AWS)
15 on-prem hosts
Microsoft Azure
Production and development workloads
Microsoft 365
High-availability configurations
Cloud-based phone and collaboration services
Our Responsibilities:
24/7 monitoring
Patching and updates
Backup management and validation
Performance tuning
Incident response and escalation
Major Projects & Modernization
Over the course of the partnership, we have delivered:
Migration from legacy Cisco firewalls to Cisco Firepower Next-Generation Firewalls
Cisco UCS infrastructure upgrades
Continuous server and OS lifecycle upgrades
High-availability infrastructure migrations
SQL availability group upgrades to supported versions
All projects were completed with minimal disruption to daily operations.
Cybersecurity & Cyber Insurance Readiness
As cyber insurance carriers increased technical scrutiny, our team played a key role in supporting insurance applications, renewals, and audits.
Cybersecurity Services Provided:
Multi-Factor Authentication (MFA)
Endpoint Detection & Response (EDR)
VPN / Zero Trust access
Conditional access policies
Geo-location-based access controls
Cyber Insurance Support:
Assisted leadership and internal IT with technical cybersecurity insurance questionnaires
Documented security controls, configurations, and enforcement practices
Provided clarity on MFA, endpoint protection, firewall controls, backups, and monitoring
Helped align technical controls with insurer requirements to reduce risk and maintain coverage
Served as the technical point of contact during cyber insurance reviews
This support reduced friction during renewals and gave ownership confidence that responses were accurate, defensible, and aligned with real-world security practices.
Securing a Global Workforce
Countries Supported:
United States
Ukraine
India
Japan
Costa Rica
We enforce security using geo-location restrictions, approval-based access for travel, and layered MFA—ensuring consistent protection without limiting productivity.
Results & Business Impact
Key Outcomes:
Reduced downtime and faster incident response
Improved cybersecurity posture across global users
Smooth cyber insurance renewals with accurate technical documentation
Consistent response times during internal IT absences
Increased confidence for leadership and internal IT
Why the Client Has Stayed 15+ Years
Long-standing trust and consistency
Deep institutional knowledge of their environment
Availability during critical events
Protection of ownership’s business interests
Alignment of IT and security decisions with long-term growth
Internal IT relies on us most for experience, availability, speed, and cybersecurity guidance.
Takeaway
This engagement demonstrates how co-managed IT paired with proactive cybersecurity and insurance readiness provides stability, reduces risk, and supports long-term growth—without expanding internal headcount.
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