Fractional CIO Modernizes and Secures Financial Consulting Firm

From Crisis to Efficiency: Fractional CIO Transforms $6M Consulting Firm

When a thriving $6 million financial consulting firm turned to Thriveon, they were in crisis mode after a devastating hack had crippled their operations. Their existing IT provider offered no solutions, demanding a hefty $50,000 for an incident response team to intervene. Feeling stranded, the firm stood at a critical juncture.

With our rapid-response approach and one-time onboarding fee, we condensed our onboarding timeline and swiftly initiated our comprehensive cybersecurity protocols. We identified and patched vulnerabilities, expelled the malicious intruders and restored full functionality to their systems. In a matter of days, their business was back on track, fortified by our robust security measures.

Going Beyond: Modernizing Their IT Infrastructure

Even though their immediate risks were mitigated, challenges persisted with their outdated technology setup. This setup required a physical office despite their workforce being entirely remote. Some employees resorted to cumbersome workarounds like Box for file sharing, hindering efficiency and employee experience. They also struggled to work effectively from their remote locations, making them unable to collaborate or hold meetings online.

Taking charge, our Fractional CIO reviewed their old folder structure and meticulously restructured their workflow. They then mapped out a new plan to leverage Microsoft Teams as a centralized file server and harness OneDrive for seamless syncing, as well as replace aging and obsolete hardware. This transformation not only eliminated the need for costly servers and office space, but it also enhanced collaboration across the team while creating a modern workplace that allowed staff to work anywhere without needing a physical office space. Each employee now saves over 250 hours annually, while the firm enjoys an annual cost reduction of $8,000. Our holistic approach didn't just resolve their immediate crisis but positioned them for scalable growth and operational efficiency in the digital age, significantly boosting their productivity and efficiency.

Consulting Firms Turn to Thriveon When...

Thriveon stands as a leading IT partner across Minnesota and Florida, dedicated to helping mid-size companies achieve enterprise-level outcomes. Chief executives turn to Thriveon when they are facing strategic IT gaps, under mounting pressure to strengthen their cybersecurity defenses, committed to optimizing ROI on substantial IT investments or frustrated with stalled IT projects and underperforming teams.

Our comprehensive IT service combines Fractional CIO expertise, cybersecurity and proactive IT management into one cohesive solution. You'll receive:

• A Fractional CIO is embedded in your business, crafting strategies and budgets that drive scalable profitability and security.
• Proactive technology audits align with over 500 proprietary best practices, preempting issues and fortifying defenses for enhanced productivity and reduced risk.
• Comprehensive oversight of your technology ecosystem - hardware, software, and services - so everything works seamlessly together, preventing overspending on unnecessary tools or personnel.
• By deeply understanding how you use your line-of-business applications, we identify opportunities to improve efficiency, enhance data quality, and maximize your return on investment.
• Leadership in cybersecurity readiness, including preparing for third-party audits, conducting tabletop exercises, leading company-wide security meetings, developing IT policies, all while ensuring robust defense strategies.

Discover how Thriveon transforms IT into a strategic advantage, fostering growth and resilience for our clients in consulting and financial services.