Case studies.
Representative engagements.

Challenge

The client had no consistent view of endpoint health, patch status, or software inventory across locations. IT support was reactive, and there was no documented process for verifying that security agents were actually running on every device.

Approach

• Assessed existing endpoint environment and identified visibility gaps
• Guided selection and deployment of a remote monitoring & management (RMM) platform
• Defined patch management, alerting, and asset inventory policy to accompany the tooling
• Documented the deployment for audit and cyber insurance purposes

Outcome

The organization gained real-time visibility into every endpoint, standardized patch cadence across locations, and produced the documentation needed to satisfy a cyber insurance carrier's endpoint management requirement.

Challenge

Prior awareness training was a single annual session with no reinforcement. Staff had no consistent way to report suspicious emails, and leadership had no data on whether training was actually changing behavior.

Approach

• Deployed automated, recurring phishing simulation campaigns tailored to the firm's real threat patterns
• Implemented a one-click reporting workflow integrated into the email client
• Built a quarterly reporting cadence tracking click rates, report rates, and repeat-offender trends
• Paired simulation results with targeted micro-training for staff who needed it

Outcome

Click-through rates on simulated phishing dropped substantially over consecutive campaign cycles, and reporting rates rose — giving leadership documented, ongoing evidence of security awareness for their cyber insurance renewal.

Challenge

A prospective enterprise customer required a completed security review before signing a contract. The client had informal practices in place but no documented policy library to reference — putting the deal at risk.

Approach

• Conducted a rapid gap analysis against the specific requirements in the customer's security review
• Drafted and finalized the missing policies: Access Control, Incident Response, Data Classification, and Vendor Management
• Mapped each policy directly to the corresponding question in the review document
• Supported the client through submission and follow-up clarification requests

Outcome

The completed policy documentation directly satisfied the customer's security review requirements. The client passed the review and the contract was signed — with a reusable policy library now in place for future reviews.