Case Study: Managed IT Services for Oakland Financial Services Firm Reich and Walner

December 20, 2024

The Challenge

A group of business people are sitting around a conference table having a meeting.

Reich and Walner LLP, a boutique wealth management firm specializing in legal and tax consulting, faced critical IT challenges. These included:

Security vulnerabilities and server crashes from their previous IT provider.
Lack of a strategic IT plan tailored to the firm’s needs.
Inefficient support eroded trust in their IT infrastructure.

As their Operations Manager, Zoey Rothenberg sought an IT partner who could address these issues and provide cutting-edge, reliable solutions.

The Solution

Precision IT Consulting stepped in as a trusted partner, bringing a proactive approach to managed IT services. Key actions included:

Server Migration to Azure: Transitioning from an on-premises server to a secure cloud environment.
IT Asset Auditing: Comprehensive accounting of all IT assets followed by a strategic update plan.
Customized IT Enhancements: Recommending technology upgrades tailored to Reich and Walner's specific operational requirements.
Weekly progress updates were shared during virtual MS Teams meetings, ensuring transparency and collaboration throughout the project.

Services Used

Managed IT Services: Day-to-day management and ongoing IT support.
IT Security Services: Identifying and addressing vulnerabilities to safeguard sensitive client data.
Cloud Migration: Facilitating a seamless transition to Azure.
IT Strategy Consulting: Crafting a roadmap for long-term technology growth and alignment.

Results

Precision IT Consulting delivered measurable improvements:

Enhanced IT infrastructure through cloud migration and asset upgrades.
Reduced downtime and improved operational efficiency.
A fortified cybersecurity posture, building trust with stakeholders and clients.

Reich and Walner LLP now benefit from a more reliable and strategic IT framework that supports their business goals.

Testimonial

"Precision IT Consulting takes incredible pride in their work product. Their team demonstrated exceptional transparency with weekly updates and a willingness to go above and beyond. Our server migration was flawless, and the IT strategy they developed continues to align perfectly with our needs. This is quality work at its best."

— Zoey Rothenberg, Operations Manager, Reich and Walner LLP"

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