Private Wealth Management migrates to the cloud with Netsurit

Challenge:
Our previous IT set-up was complex and fragmented, and support was often an issue that had an impact on our business,” says Dirk Wolfaardt, Chief Operations Officer at PWM. “We wanted a new IT infrastructure that would take the business into the future, and improve our operations and efficiencies. In addition, we wanted to understand actual IT costs and have the ability to monitor our systems and usage.

Solution:

Financial planning company Private Wealth Management (PWM) has migrated to the cloud with Microsoft Azure and Office 365. Implemented by Netsurit, the solution takes PWM’s IT infrastructure to the next level, providing a modern business development platform and ensuring secure cloud storage for the company’s data.

The solution leverages Microsoft 365 core products and features to securely enhance workplace productivity and drive innovation for PWM. The move has also enabled PWM to focus on its core business, which is lifestyle financial planning.

Result:

The implementation could not have come at a better time, he says. “It has changed the way we operate, as well as our business model, especially since the COVID-19 pandemic affected the entire world. Because the solution is cloud-based, PWM was able to adopt Microsoft Teams and OneDrive along with SharePoint Online overnight, to allow our business to function when work from home (WFH) became the new normal. Our end-users instantaneously had access to relevant data and we were able to collaborate with colleagues and clients using Microsoft 365 Apps for enterprise, the latest Office apps for PC (such as Word, Excel, PowerPoint, Outlook, and others), and a full suite of online services for e-mail, file storage, collaboration, meetings and more.”

PWM engaged with Netsurit in July 2019, and the solution went live in March 2020. When you outsource your business needs to a dedicated partner, Wolfaardt says, you benefit from their industry expertise. “We chose to work with Netsurit because the team has proved time and again to be committed and trustworthy. They also have the IT capability to support PWM whenever we call on them.”

One of PWM’s requirements was that there were to be no servers onsite, except for the firewall, network switches, wireless access points and printers. This has revolutionised its operating model and assisted greatly during the lockdown. Communication platform Microsoft Teams provided staff with the flexibility to meet with clients and continue to take care of their financial needs.

The complex and secure set-up meant getting e-mail migrated out of more than one on-premises mail system was challenging. “Parallel to this, Netsurit also enabled the Mimecast Security solution,” says Patrick Schneider, Account Executive at Netsurit. “This was to ultimately help keep users and data safe by providing protection against spam and viruses, malware and impersonation attempts, as well as data leaks. Users have also been empowered with security awareness training to reduce the risk of human error.”

Netsurit has standardised all Windows 10 Enterprise Operating systems to be BitLocker protected and are able to roll-out machines to the business using Windows Autopilot managed through Microsoft Intune. Azure Active Directory Premium (AADP) allowed Netsurit to enable single sign-on, password self-service capability for end-users as well as multi-factor authentication.

The Netsurit Security Operations Centre (NSOC) takes care of all the cloud security for Private Wealth Management, including advanced threat analytics (ATA) or Azure Advanced Threat Protection (ATP), Azure Information Protection (AIP) OMS (Operations Management Suite) and Log Analytics.

“It has been an exciting journey as we design, build and run our business’s IT with the strategic guidance of Netsurit to assist us in this digital transformation,” says Wolfaardt. “We highly recommend Netsurit to assist your business with all things IT.”

There’s the cloud. And there’s the cloud done right.

Challenge:
An existing on-premise hardware installation was becoming dated and in need of replacement. The company did not want to reinvest in new servers and wanted to move IT infrastructure costs from Cap Ex to Op Ex. What’s more, the migration needed to be done with minimum risk of business disruption.

Solution:
A comprehensive assessment of existing workloads was undertaken. Workloads that could be cost-effectively migrated to Azure were identified. With the help of Netsurit, we performed a phased migration with minimum disruption. All workloads were evaluated prior to migration and optimized once the exercise was completed.

There’s back-up. And there’s back-up as a service.

Challenge:
Our customer was using file and folder level back-up technology for their entire system. A full system backup took over 48 hours to complete and therefore could only be performed weekly, starting on a Friday evening, in order to be completed over the weekend.

Solution:
They Implemented the Netsurit Cloud back-up as a service solution. This shortened the backup window to 4 hours, which meant full system backups could be performed on a daily basis.

  • A fit-for-purpose backup solution which is alwaysup to date and more cost-effective than on-premise infrastructure.
  • A fully managed solution hosted in the cloud with multiple copies of the backed-up data.
  • Efficient back-up run time enabling increased data protection and back-up frequency.

There’s the workplace. And there’s the secure, productive workplace.

Challenge:
A major automotive retailer needed to replace legacy infrastructure while digitally transforming their business to enable higher user productivity and collaboration between staff. The protection of corporate data against evolving threats was a key concern as well as the ability to keep their environment up to date with the latest functionality whilst reducing management overheads.

Solution:
We implemented Microsoft 365, including Office 365, Enterprise Mobility + Security (EMS) and Windows 10 Enterprise using a phased implementation approach. This resulted in improved staff productivity and innovation, secure access of data in transit and an always-on reliable platform on which to move forward.

Finally, it’s safe to leave your people to their own devices.

Challenge:
A major South African Bank opted to implement Microsoft Office 365 for 40 000 plus users. They needed their people to be able to securely access services and data from any device or location, while obviating the consequent exponential security threats – whilst complying with regulatory requirements such as GDPR and POPI.

Solution:
The bank chose Netsurits’ team of expert engineers to implemented a comprehensive solution based on the Microsoft Enterprise Mobility + Security (EMS) Suite including Intune, System Centre Configuration Manager, Conditional Access and the Azure AD Application Proxy, Managed devices included applications across Windows, Apple Mac, Android and iOS.

Result:

  • Adherence to regulatory requirements such as GDPR and POPI.
  • Conditional Access policy implemented based on device compliance policies. Only compliant devices could access services and data.
  • Additional verification method implemented with Multi-factor authentication to ensure the right user is accessing services and data.

Ensure your confidential data doesn’t become public property.

Challenge:
A major South African Bank opted to implement Microsoft Office 365 for 40 000 plus users. They needed their people to be able to securely access services and data from any device or location, while obviating the consequent exponential security threats – whilst complying with regulatory requirements such as GDPR and POPI.

Solution:
The bank chose our team of experts to design and implement a comprehensive solution that included Enterprise Mobility + Security, including Conditional Access, Intune, Azure Information Protection, Multi-factor Authentication and other functionality to implement a virtually failsafe security operations solution.

Result:
The bank now enjoys the benefits of strict adherence to regulatory requirements such as GDPR and POPI. A Conditional Access Policy is now in place, based on device compliance policies – only compliant devices can access services and data. What’s more, an additional verification method was implemented with Multi-factor authentication to ensure only the right users are accessing services and data.

Ensure the end of mistaken Identity.

Challenge:
A major Life Insurance Company required an automated user lifecycle management solution across all services, based on changes to employee records in the HR system, in order to reduce the effort to ensure updated access and employee information as well as improve the quality of data and enhance security protocols.

Solution:
The company chose Netsurits’ team of expert engineers to implement EMS E3 with SSPR, MFA and conditional access.

Result:

  • Enhanced security of data and access to systems.
  • Improved quality of employee data.
  • Automated synchronization of identities to required major systems.

Get wise. Hybridise.

Challenge:
A major South African Bank approached Netsurit for the purpose of implementing a hybrid cloud infrastructure – including Microsoft Azure – that could seamlessly integrate with their existing on-premises infrastructure and that complied with corporate standards for governance, security and operational procedures.

Solution:
Our team of industry experts developed and implemented a tailor-made Azure Hybrid Cloud Infrastructure – plus all the associated management tools, policies, procedures and standards, components of which included networking, security, operating model, workload lifecycle management and cost management.

There’s monitoring. And there’s monitoring done right.

Challenge:
One of South Africa’s largest banks had suffered business interruption due to infrastructure failures. With a variety of workloads including Hyper-V, VMWare, physical servers and SQL data bases, they became aware their existing monitoring tools were inadequate and security threats were not being detected. Added to the fact that they were suffering from lack of visibility in Office 365, they asked Netsurit to provide them with a cost-effective DR site away from their main business location.

Solution:
Our team of Microsoft Certified Engineers Implemented Microsoft Operations Management Suite (OMS) and Azure Security Centre (ASC) to monitor their Office 365, Azure and onpremises infrastructure. We also built an operations model for hybrid cloud with OMS as the core.

Result:
We implemented a dedicated, easy to use disaster recovery site at an affordable price, successfully replicated various on-premises workload types to the cloud with realtime monitoring of the solution and provided for automated failover of workloads when required.

With Azure done right, a disaster doesn’t have to be a catastrophe.

Challenge:
A large corporate customer in the financial services industry with a variety of workloads including Hyper-V, VMware, physical servers and SQL databases had suffered business interruption due to infrastructure failures. They approached Netsurit to create a dedicated, cost-effective DR site away from their main business location.

Solution:
Netsurit’s team of infrastructure experts built a virtual DR facility in Azure which replicated on-premises services using Azure Site Recovery. They also replicated the SQL Server and created an automated failover using ASR and implemented monitoring of synchronization using operations management suite (OMS).

Result:

  • A dedicated, easy to use disaster recovery site at an affordable price.
  • A successful replication of various on-premises workload types to the cloud with real-time monitoring of the solution.
  • The provision of an automated failover of workloads when required.

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