See how SMBs in three distinct verticals partnered with us as their Trusted Advisor to modernize their technology, reduce overhead, and build infrastructure for what's next.
A 12-physician regional medical group was operating on legacy EHR integrations, fragmented communication tools, and a cybersecurity posture dangerously underprepared for HIPAA security requirements. Staff were stretched thin on administrative tasks, and their aging on-prem infrastructure was creating both availability and governance risk.
The practice was paying for 7 separate software platforms — many with overlapping functionality — while administrative staff manually handled scheduling, billing follow-up, and prior authorizations. IT infrastructure was outdated, unpatched, and had never had a formal HIPAA security posture assessment.
We began with a vendor consolidation engagement, reducing 7 platforms to 3 best-in-class tools with deep integration. Simultaneously, we designed a HIPAA-aligned Zero Trust security architecture and implemented an Identity platform with MFA, SSO, and privileged access controls. We then introduced AI-native workflow automation for scheduling, billing queues, and prior auth.
A 60-attorney law firm across three offices was battling spiraling SaaS costs, a patchwork of collaboration tools, and growing concern from clients about data security. Leadership was open to modernization but lacked the internal expertise to evaluate options — and had previously received conflicting advice from vendors with obvious sales incentives.
The firm was paying for 14 SaaS tools — many unused or duplicative — with no central IT governance. Collaboration happened across a mix of consumer-grade apps that posed serious client confidentiality risks. The firm had experienced a phishing incident the prior year and had no SIEM or threat monitoring in place.
We stepped in as the firm's Trusted Advisor — running a full SaaS audit and vendor consolidation that eliminated 9 redundant platforms. We designed a modern, secure collaboration architecture and implemented a Threat Monitoring and SIEM solution with 24/7 coverage. On the AI side, we identified three high-value use cases — document review, billing summary, and research assistance — and selected purpose-built legal AI tools.
A regional manufacturer with 200 employees and three production facilities was operating on a decade-old IT architecture, with no segmentation between operational technology (OT) and corporate IT networks. Supply chain partners were demanding tighter data integration and security certifications. Leadership needed a credible modernization roadmap — fast — but had no internal IT leadership to own it.
The company's IT infrastructure hadn't been strategically updated in 10 years. Production systems ran on unsupported operating systems on a flat network with no segmentation — a critical vulnerability. Cloud adoption was nonexistent, and a growing number of supply chain EDI and ERP integration requirements were being blocked by the outdated architecture.
We designed a phased IT/OT modernization roadmap — beginning with immediate network segmentation between OT and corporate environments to eliminate critical exposure. We then designed a hybrid cloud architecture to support ERP migration and supply chain integrations without disrupting production. An Identity and Threat Monitoring platform was deployed across both environments.
Whether you're in healthcare, professional services, manufacturing, retail, finance, or any other SMB vertical — the challenges are different. Our approach is always the same: independent, expert advice, with your business outcomes at the center.