Maximising Efficiency with Digital Transformation Technology: A Capital Markets Success Story

about Financial Institution

Independent Institutional Brokerage Services offers a diverse range of execution, research, and brokerage services, tailored to suit the specific needs of small, mid-sized, and institutional clients.

100%

Users Productivity

100%

Enhanced Communication 

100%

Improved Security 

100%

Scalability & Flexibility 

The Challenge

Following a period of rapid growth, the client sought to achieve enterprise-wide operational efficiencies and alignment. To accomplish this, they decided to focus initially on enhancing employee collaboration, streamlining operations, and improving risk and compliance functions.

The client’s fast-paced expansion and the opening of international offices had led to a lack of process consistency and standardisation, as well as challenges in collaboration and remote work. They were keen to address the numerous manual and non-transparent processes in place.

Moreover, with increasing industry regulations and compliance requirements, the client aimed to stay ahead of these changes while maintaining their relentless customer focus and agility, which are core to their DNA.

What did
Vibework do

Client and Vibework share a deep appreciation for the synergy of combining scale and global reach with flexibility and agility, making our partnership a natural fit. Since 2017, Vibework has been collaborating with Client on two key workstreams: Managed IT Services and Cloud Services Migration. This partnership has enabled effective collaboration across all offices while maintaining robust data control.

Introduction to File Server Migration

On-site file server migration can be a complex and daunting task for any organisation. Vibework has extensive experience working with clients to make this process as smooth and efficient as possible. Our expertise in Microsoft 365 cloud solutions ensures that migration is done without disrupting business operations.

Identifying Client Needs

Before undertaking an on-site file server migration, it is crucial to understand the unique needs and requirements of the client. Vibework worked closely with the client to identify these needs, ensuring that the chosen solution will meet their specific demands. This step involved assessing current infrastructure, data volume, and security concerns, to tailor a migration plan that aligns with business objectives.

Designing and Building Solutions

Once the client’s requirements have been identified, Vibework moved to the design and build phase. In this stage, we leverage our expertise in Microsoft 365 to create customised cloud solutions that are robust, scalable, and secure. The design process includes planning the architecture, selecting appropriate tools, and setting up governance frameworks to ensure smooth operation post-migration.

Testing and Deployment

Testing is a critical phase in the on-site file server migration process. Vibework conducted thorough testing of the migration plan to identify and address any potential issues before the actual deployment. This step minimises downtime and ensures a seamless transition. Once testing is successful, we proceeded with the deployment of the Microsoft 365 cloud solutions, ensuring that all data is securely migrated and that users can access their files without interruptions.

The Results

The technology that we use to support

Microsoft 365
Microsoft Teams
Microsoft Defender
IP Telephony
Compliance Recordings
Archiving
Device Management
Backup

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What happens next?
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2

We do a discovery and consulting meetings 

3

We prepare a proposal 

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