The world of finance thrives on agility and responsiveness. This case study explores how SeaGlass Technology partnered with a private investment group, newly independent from its parent company, to establish its own secure and scalable cloud-based infrastructure.
Client Profile
The client, a private investment group specializing in commercial real estate, was seeking to break free from the constraints of its parent company’s IT infrastructure. Their goal was to gain the agility and control necessary to support their growing operations and meet the evolving needs of investors.
Challenges & Pain Points
The primary challenge was migrating away from the existing infrastructure while ensuring:
- Minimal disruption to ongoing operations: Maintaining business continuity during the transition was critical.
- Data Security and Compliance: The new system needed to adhere to stringent data protection regulations in the financial industry.
- Operational Agility: Limited scalability of the existing infrastructure hindered the firm’s ability to adapt to changing market conditions.
The SeaGlass Technology Solution
SeaGlass implemented a phased approach to migrate the firm to a cloud-based infrastructure built on Microsoft Azure and Office 365. This methodology included:
- Assessment Phase: A comprehensive analysis of the existing infrastructure was conducted to identify dependencies, assess data security posture, and understand regulatory compliance requirements.
- Planning Phase: SeaGlass developed a detailed migration plan with well-defined timelines, resource allocation strategies, risk mitigation protocols, and a robust communication plan to keep stakeholders informed.
- Execution Phase: The migration was executed in stages, ensuring a smooth transition of mission-critical applications and data to the new cloud environment.
Business Impact 
The transition to Azure/Office 365 delivered significant benefits for the investment group:
- Increased Flexibility and Scalability: Cloud-based services allow for on-demand resource scaling, enabling the firm to adapt to changing needs and grow seamlessly.
- Enhanced Security and Compliance: Robust security features offered by Azure ensured data protection and compliance with financial industry regulations.
- Improved Remote Access and Business Continuity: SeaGlass set up a cloud-based remote access solution that doubles as a business continuity and disaster recovery (BCDR) solution. This empowers employees to seamlessly transition to a remote work environment if needed.
- Cost Efficiency: Elimination of redundant hardware and reduced maintenance overhead associated with legacy systems led to significant cost savings.
Key Takeaways
This case study demonstrates the power of strategic cloud migration in achieving operational independence and fostering business agility. SeaGlass’s meticulous planning and execution minimized disruption and ensured data security throughout the process. Here are the key takeaways:
- Cloud migration fosters operational autonomy and agility.
- Cloud technology offers scalability and cost-efficiency benefits.
- Seamless cloud migration ensures business continuity and data security.
By leveraging SeaGlass’s expertise and cloud technologies, the investment group is well-positioned for future growth and innovation in the ever-evolving financial landscape.