Client Profile
| Detail | |
|---|---|
| Industry | Boutique Financial Services |
| Firm Size | 57 employees |
| Location | South Bay, California |
| Services Used | Managed IT, Microsoft 365 Cloud Migration, Azure Application Hosting, Cloud Security & Identity Management, End-User Training |
| Timeline | ~30 days for core Microsoft 365 migration, followed by phased Azure application migration |
| Relationship | 10+ year One82 client |
The Challenge
The firm was operating on aging on-premises servers that supported email, file storage, and mission-critical applications. These systems created operational risk, limited remote work capabilities, and required ongoing maintenance. According to the NIST Cybersecurity Framework, maintaining aging infrastructure that lacks current security controls significantly increases organizational risk exposure.
As the firm grew, staff increasingly needed secure remote access. Legacy infrastructure caused inconsistent access, workflow slowdowns, and increased IT dependency.
Several systems were approaching end-of-life, raising concerns about downtime, supportability, and long-term scalability.
The Solution
One82 executed a phased migration to Microsoft 365, moving email and file services to the cloud with minimal disruption and end-user training.
Legacy applications were transitioned into Microsoft Azure, providing secure, cloud-based access while preserving existing workflows.
Physical servers were consolidated and decommissioned, reducing infrastructure complexity and risk.
The Results
- Successfully migrated from on-premises email and file servers to Microsoft 365
- Legacy business applications hosted securely in Microsoft Azure
- Significant reduction in on-premises server footprint
- Enabled firm-wide secure remote work
- Client relationship with One82 spans more than 10 years
“One82 is the best IT firm I have ever worked with. They moved us to Microsoft 365 Cloud and made our work so much easier.”
— Tricia M., Operations Manager
Frequently Asked Questions
How long does a Microsoft 365 migration take for a financial services firm?
For a firm of this size (approximately 50-60 employees), the core Microsoft 365 migration — email, file storage, and user provisioning — typically takes approximately 30 days. Application migrations to Azure are phased over additional weeks depending on complexity, ensuring minimal disruption to daily operations.
Can legacy financial applications run in the cloud?
Yes. One82 migrates legacy business applications to Microsoft Azure, providing secure cloud-based access while preserving the workflows your team relies on. This approach eliminates dependency on aging on-premises servers without requiring staff to learn entirely new systems.
What security measures are included in a cloud migration for a financial firm?
One82’s cloud migrations include identity and access management, multi-factor authentication, endpoint protection, data encryption in transit and at rest, and ongoing security monitoring — all aligned with the regulatory requirements boutique financial firms face from the SEC, DFPI, and institutional investors.
Does moving to the cloud affect compliance readiness?
Moving to Microsoft 365 and Azure typically improves compliance readiness. Cloud platforms provide built-in audit logging, encryption, and access controls that support FTC Safeguards Rule, SEC cybersecurity, and SOC 2 requirements. One82 configures these controls as part of every migration.
