TEAM IM Assists Financial Services Company with Microsoft 365

Business to Business: a Closer Look at the Partnership

TEAM IM had a preexisting relationship with a senior ranking manager at the financial services company. This relationship cultivated a great sense of trust through years of TEAM IM delivering comprehensive solutions and in turn proving their expertise and dedication to delivering winning outcomes as an IT solutions company.

The Problem

TEAM IM was approached by the company with a need for general expertise with Microsoft 365 and a desire to expand their support system for classification and content security. While they confidently relied on a third-party cloud content provider to store and protect their operational data; the business was eager to improve operational security and efficiency while evolving and scaling up their business. Implementing security, retention, and classification measures correctly was of utmost importance to protect sensitive corporate and financial data. They decided to search for an advanced productivity platform that could provide the necessary support for their secure data and help streamline operations.

The financial company had been using a third-party cloud content provider and didn’t feel there was sufficient support for classification and content security measures. Given the nature of their business, their content includes sensitive corporate and financial data, which is why robust and evolving security, retention, and classification measures are critical. Essentially, the business needed a more advanced productivity platform that would provide the necessary controls for their data while also improving collaboration and productivity.

After thorough investigation, they realized the Microsoft 365 (M365) SaaS ecosystem would help them achieve greater efficiency in their day-to-day and big picture company activities. They also knew they would need expert guidance from a partner that has extensive experience in planning, developing, and implementing IT solutions.

As the company had a long-standing relationship with TEAM IM, and was aware of the value that they brought to the table, this financial services company called upon the experts at TEAM IM to help.

TEAM IM's Solution

The first step in providing the necessary guidance to the financial company was conducting a comprehensive determination of their current state and then matching business needs to technical outcomes. TEAM IM brought together a group of international M365 resources to conduct labs and workshops with key company personnel. Through this process, TEAM IM researched, documented, and determined several optimal M365 operations for the financial services company to implement to meet their objectives. TEAM IM resources assisted the business's IT with implementation questions and concerns throughout the endeavor.

With TEAM IM’s help, M365 continues to evolve as a process and content backbone.

Conclusion

When the company partnered with TEAM IM, they knew that they’d receive expert advice and direction and bespoke solutions carefully crafted by a committed group of subject matter specialists. This is because TEAM IM has access to world-wide expert resources committed to efficient research, meticulous solutioning, and winning outcomes.

TEAM IM’s international knowledge combined with our tremendous experience across a diverse range of sectors are what give us a leg up in the IT solutions industry. Thus, TEAM IM has earned a reputation of providing unparalleled insight and valuable, practical solutions to every client we work with. Our best-in-class technologies and experts are sourced thoughtfully from all over the globe to deliver premier support and management solutions that empower businesses to automate and modernize their operations.