QUO VADIS
Case Study:
TriCapital Wealth Management
REAL PEOPLE. REAL FACTS.
Simplifying IT Infrastructure & Saving $12,000 Annually
704-814-8819
Industry: Wealth Management
Location: Charlotte, NC
Services Provided: IT Infrastructure Optimization, Cybersecurity Compliance, Cloud Integration, Cost Reduction
Leveraging the NIST Cybersecurity Framework, Quo Vadis conducted a comprehensive IT assessment, analyzing key areas: Detection, Governance, Identification, Protection, Recovery, and Response. The Protection phase revealed that TriCapital’s Microsoft Azure Domain Controller was redundant, as all employees were already using Microsoft 365 and Azure Active Directory for authentication.
To address this, Quo Vadis:
Client Overview
The Challenge
TriCapital Wealth Management, a financial advisory firm in Charlotte, NC, was facing inefficiencies in its IT infrastructure. Their previous IT provider had implemented an Azure virtual machine as a replacement for an on-premises server, creating unnecessary complexity and additional costs.
Key pain points included:
Our Solution
The Results
With thanks to TriCapital Wealth Management for trusting Quo Vadis with their business and allowing us to use their story in our Case Study Library. We are proud to support their firm with reliable, secure, and efficient technology solutions!
By eliminating inefficiencies and optimizing IT operations, Quo Vadis provided TriCapital with a scalable, cost-effective, and secure IT environment—allowing them to focus on what they do best: managing wealth for their clients.
Migrated user authentication from the Azure Domain Controller to Azure Active Directory.
Eliminated the unnecessary virtual machine, reducing infrastructure complexity.
Simplified user access by consolidating logins and reducing password fatigue.
$12,000 in annual IT savings by eliminating unnecessary Azure virtual machine costs.
Enhanced security with a streamlined authentication process.
Improved user experience, with fewer passwords to manage.
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A redundant Azure Domain Controller, leading to $1,000 in unnecessary monthly expenses
Complex password management for employees
Increased security risks and inefficiencies in user authentication
Recognizing the need for a streamlined and cost-effective solution, TriCapital partnered with Quo Vadis to optimize their IT environment.
The transformation delivered immediate benefits:
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