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Cloud Solutions and Managed IT Services in San Diego: Financial Firm

CompuOne Client Profile

A San Diego–based financial services firm with multiple locations sought a trusted, managed IT services partner to transition its cloud solutions and modernize their IT infrastructure. With 75 users and a growing client base, the firm needed to ensure compliance, improve system performance, and enhance security – all without disrupting daily operations.

CompuOne Client Focus

The client’s legacy, on-premises domain and outdated equipment were limiting productivity and posing security risks. Key issues included:

  • Limited remote access and performance bottlenecks
  • Security vulnerabilities and lack of centralized data protection
  • Dependence on legacy applications with minimal vendor support
  • Declining user confidence and rising IT maintenance costs

With critical data retention requirements for regulatory compliance, the firm needed a seamless migration strategy that would safeguard sensitive information while modernizing its operations.

CompuOne Solution

We implemented a comprehensive modernization plan centered on Microsoft Azure migration and infrastructure upgrades:

  • Cloud Transition: Migrated the firm’s local domain and data to Microsoft Azure, enabling secure remote access and improved scalability.
  • Hardware Refresh: Deployed new equipment to enhance workstation performance.
  • Security Reinforcement: Added endpoint-level security services and Multi-Factor Authentication (MFA).
  • Ongoing Support: Provided training and continuous IT management to ensure smooth adoption.

The design was fully device-agnostic and technology-independent, allowing users to securely connect from any location and device.

CompuOne Implementation Timeline

The complete migration and deployment were achieved within three months.
Initial challenges included user adaptation to MFA and new security protocols, which were addressed through personalized training and hands-on support.

CompuOne Results

The transition delivered measurable improvements:

  • Performance: Noticeable productivity gains, particularly for remote users.
  • Security: Strengthened data protection and reduced phishing vulnerabilities.
  • User Confidence: Greater satisfaction and comfort using the new system.

The firm’s leadership commended the outcome, later recommending CompuOne services to their own clients and business partners.

CompuOne Future

Now in their third year in partnering with CompuOne as their trusted managed IT services provider, the client continues to rely the IT services team for proactive IT support, cybersecurity management, and technology guidance as their business evolves.

CompuOne Confidentiality

CompuOne honors each client’s preferences and confidentiality. Client name withheld for privacy.