.svg "Header-logo"){kind=small}
Client Snapshot:
- Mid-sized Canadian Credit Union operating in a regulated financial services environment
- Seeking to modernize the workplace for improved security, mobility, and employee productivity
The Challenges
The client’s legacy IT environment was no longer meeting business needs - creating security risks, user friction, and rising support costs. They needed to modernize quickly without overwhelming their lean internal team. Key challenges included:
- Aging infrastructure with limited cloud readiness
- Lack of internal expertise to lead a secure workplace transformation
- Growing demand for remote access, collaboration tools, and stronger cybersecurity
The Solution
Coreio led a full-scale Modern Workplace transformation, from assessment to implementation, enabling the client to adopt secure, cloud-based tools and modernize IT operations without straining internal resources. Coreio’s approach included:
- Conducted a Modern Workplace Assessment and delivered an actionable roadmap
- Migrated the organization to Microsoft 365, Azure AD, and cloud-based storage
- Implemented modern governance, security policies, and device management practices
- Provided deskside and engineering support to ensure a smooth, on-time rollout
Key Outcomes
-
Enabled secure, cloud-based collaboration through Microsoft 365, Azure AD, and modern device management
-
Reduced IT operating costs and security risks by replacing legacy systems with a scalable, cloud-first model
-
Brought deep expertise and regulatory insight as a Microsoft Gold Partner with proven execution in financial services
-
Future-ready IT environment with scalable device management and over-the-air distribution of patches and updates to ensure endpoint security
