Case Study

Kennedy Partners Wealth

 

Kennedy Partners Wealth is a trusted financial advisory firm based in Sydney, Australia. Their team of experienced advisors provides tailored financial advice to individuals, families, and businesses across Australia. With over 25 years of experience in the industry, Kennedy Partners Wealth has built a reputation for delivering high-quality financial planning and investment management services.

 

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Intro

Kennedy Partners Wealth Cloud Migration

Kennedy Partners Wealth was running out of space and needed to expand the office. They had a full-sized server rack with traditional equipment in it. These were loud, used a lot of power, and were expensive to maintain.

Kennedy Partners wanted to migrate their systems into the cloud so that they could say goodbye to physical servers and cut their overheads.

Smooth cloud migration

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Improved data security

Cost-effective IT setup

N

Future proof, scalable infrastructure

Details

Kennedy Partners Wealth Transitions to the Cloud – Boosts Efficiency

Client Goals

Kennedy Partners Wealth needed to:

  • Free up office space by removing their bulky, outdated server rack.
  • Improve the efficiency and scalability of their IT infrastructure.
  • Ensure data security and uninterrupted service during the transition.

Challenge

Kennedy Partners Wealth faced several key challenges:

  • Their full sized server rack took up space, was noisy, and consumed too much power.
  • They were concerned about data security during and after the cloud migration.
  • The complexity of the migration process was daunting, and they needed to maintain service for their clients throughout.

Solution

Stanfield IT approached the cloud migration in 5 phases:

  1. Worked closely with KPW to set up a proper folder structure and transfer files securely to SharePoint.
  2. Moved user profiles from on-premise Active Directory to Azure AD, ensuring minimal disruption by backing up and restoring user data.
  3. Implemented Intune security policies based on ACSC recommendations, customised to KPW’s needs.
  4. Removed and securely wiped old servers, recycling unused hardware.
  5. Set up Spanning to ensure daily backups of Microsoft 365 data for additional security.

RESULTS

The cloud migration led to several important outcomes:

  • Kennedy Partners is now fully cloud-based, eliminating the need for physical servers and freeing up office space.
  • Cloud-based systems and mobile device management (MDM) with ACSC-recommended policies have significantly strengthened data security.
  • By removing on-premise infrastructure, Kennedy Partners reduced power usage and maintenance costs.
  • The new cloud based setup allows for easier collaboration and positions the company for future growth.

Get In Touch

Suite 9/6 Tilley Lane, Frenchs Forest, NSW 2086
1300 910 333
info@stanfieldit.com