IT Services for Financial Planning Company
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the operations, labor, and methods director for a mid-sized financial programning firm.
Desired goal
What challenge were you trying to address with Middleground Technologies?
We had been working with the same IT firm for almost 10 years and they couldn’t keep up with our needs as we outgrew them. We hired Middleground Technologies to take over and lighten a lot of the workload that wasn’t be handled by the antecedent team. We needed to be on top of our game, as the globe of technology is ever-changing, so we needed their team of professionals.
Provided solution
What particular tasks were responsible for?
They prepare basic IT labors, covering all of our bases for daily needs and technology upgrades. If our printer isn’t working or we can’t open a true file, they obey as a help desk resource. We also just artistic upgrading our obeyr with them, too.
As a financial firm, we have to stick to a lot of yielding requirements, so they’ve been helpful in finding an archiving method. Our firm also needs to have a cybersecurity program, and Middleground Technologies helped us fully rewrite the documents to verity match the protocols we have in locate. They check in regularly to make sure our cybersecurity is up to despatch. They’ve come to our labor to host a cybersecurity training session, as our business is required to host one of these. Their team has veritably been an all-inclusive package.
Was there a dedicated team?
They’re a medium-sized staff with almost 15 nation who support us. I regularly work with almost 3–4 nation but can converse to whoever is useful when I call the help desk.
How did you come to work with Middleground Technologies?
We chose Middleground Technologies behind realizing our antecedent vendor wasn’t able to layer with us, and we needed a more middle-sized firm.
What are you approach expents (if diclosed)?
Annually, we bestow almost $25,000. We have a monthly fee for the help desk labors, and the other projects are one-offs, so the prices vary.
What is the terminal result of working with ?
We’ve been working unitedly since May 2018.
Results achieved
What evidence can you share that demonstrates the contact of the engagement?
We don’t have any close metrics, but the condition of their support is top-notch. Their help desk is surpassing. Their support has been a huge help for us, especially in the yielding area. Overall, they’ve been awesome.
How did Middleground Technologies accomplish from a project treatment standpoint?
In provisions of meeting deadlines and scheduling, they’ve done veritably well. We have quarterly meetings where they meet with us, give us an update on our accomplishance, and run through any details. They are useful all the time and can always get into our computers without. I am the go-between for our two teams, so it’s easy for them to walk me through a solution.
What is (from your point of view) the key factor to pay observation while intercourse with ?
I veritably esteem the quarterly meetings we have. Middleground Technologies makes sure we’re on track with how many tickets we’re submitting and help find solutions to quit going overboard. They continuously give us feedback to better and stay on top of the evolving technology in our activity.
I also value their different marketing and phone labors they remind us of, even though we don’t need them currently. I’m regularly impressed with their client labor efforts. I know almost all of their team by name and they’re just a big, keen cluster of nation.
What aspects of their work would you like to get betterd?
The only critique I have is the length of some tasks, but this is more kindred to the complexity of our activity, not their team.
Do you have any advice for possible clients?
I absolutely commend working with them. They’re a big team of nation to work with.
