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Case Study: Investment Firm

Industry

Investment Firm

Location

New York, NY

Customer since

2021

An investment firm takes a truly different approach to private investments. Clients can take advantage of private equity, real estate, private debt, and infrastructure solutions, specific expertise in the hard-to-access small- and mid-cap market, and an unparalleled level of personalized service.

Challenge

When a private investment firm, wanted to move their New York City headquarters to a new location they realized they needed help across all the technology disciplines of infrastructure, security, and compliance security.

The company uniquely focuses on close collaboration with their clients. They are known for their passionate dedicated support for the distinct needs of each client worldwide. The company brings together diverse backgrounds, experience, and expertise across North America, Europe, and Asia. Headquartered in New York City with offices in Paris, Geneva and Singapore. For an investment firm, there is no room for error. Reliability and compliance are not just check boxes — they’re the core of the business. Subsequently they need an Information Technology partner that would take the same approach for their needs. Pro4ia’s approach is to use Project Management fundamentals to plan and manage end to end. Analyze requirements, design, install, deploy, support. Every objective and deliverable needed to be completed in the highest degree of quality, on time and within budget.

9 steps to success

Here’s how the Pro4ia team prepared the company to move and solidify its infrastructure:

01

Infrastructure

Category 6 structured cable infrastructure; that isr cable including a telecommunications room where all the structured cable plant will be terminated on to patch panels… “Everything has to work right the first time. There are no reset buttons.”

02

A/V Solution

Conferencing solution. State of the art audio, video, and screen sharing experiences (Boardroom, conference rooms) (microphone, 4K enabled PTZ camera, sound bars, touch panel)

03

Security

Door and cameras, programming, training

04

Network

New Firewalls- NY, Geneva, Paris, secure the network from cyberattacks, provide access only for the authorized resources, monitors and controls incoming and outgoing network traffic based on predetermined security rules.

05

Server

NY/Azure cloud. Install and configure Synology storage array, configure new datastore, Migrate management services from FLPAO1-VWUT01 to new MGMT VM

06

M365 E5

Compliance Add-on. Safeguard sensitive data across clouds, apps, and endpoints. Identify and remediate critical risks within their organization. Investigate and respond to legal requirements with relevant data. Assess compliance and respond to regulatory requirements.

07

International Onsite Installations

Νew server DC/ File/Print/App Server VM. Migration of production data & services from old servers to new servers Demote old domain controllers, decommission, and power down old servers followed by Day 1 Support.

08

Desktops

Procurement, installation desktops

09

Technology Relocation Services

Survey end-user equipment. Disconnection and reconnection of end-user setups, conference Room, AV equipment and assorted Network/server Equipment. PC Certification and Pot Relocation Support

What’s Next?

A Managed Services Partner with strong Cyber Security support.

Given the level of excellence the company needs to operate and in an industry highly sensitive to infiltration and audits, there is no room for error on a daily basis. Pro4ia offers the company 24×7 remote and onsite support globally with the most sophisticated monitoring and response to a demanding community.

Oh, and about those intrusions and Audits, the robust cyber security solutions offer the company a very high level of protection (of course no level of protection exists for 100% protection). A list of protections and policies include:

The following policies are ready to go!

Thanks to the careful planning around the project, the company was able to transition smoothly to their new home. The project ran seamlessly thanks to the strong emphasis on project management and strategy-oriented planning. By using this transition to build solid cybersecurity infrastructure, the company realized its goal of a secure but flexible environment for its team.