1. Client Overview
A large financial services organization headquartered in New York, United States, partnered with Star Knowledge to stabilize and optimize its Microsoft 365 environment through a structured managed services model.
The company operates across multiple business units, including wealth management, investment advisory, and financial planning, with over 9,000 employees relying daily on Microsoft 365 for communication, collaboration, and sensitive financial data handling.
Industry: Financial Services
Location: New York, USA
Company Size: 9,000 employees
Services Used: Microsoft 365 Managed Services, Exchange Online Administration, Teams Governance, SharePoint Management, OneDrive Administration, Intune & Endpoint Management, Security & Compliance
2. Business Challenges
As the organization scaled, its Microsoft 365 environment became increasingly complex and difficult to manage efficiently.
Key challenges included:
- High volume of IT support tickets related to Exchange, Teams, and SharePoint
- Inconsistent security policies across departments and business units
- Lack of centralized governance for Teams, SharePoint, and OneDrive usage
- Limited visibility into user activity, data access, and compliance risks
- Growing dependency on Microsoft 365 without dedicated internal management bandwidth
- Need for 24/7 operational support due to global clients and financial transactions
- Increased pressure to maintain compliance with financial data regulations
The client required a predictable, scalable, and secure Microsoft 365 managed service model.
3. Star Knowledge’s Approach
Team Allocation & Expertise
Star Knowledge deployed a dedicated team of Microsoft-certified cloud engineers, security specialists, and service delivery managers with deep expertise in financial services environments and regulatory compliance.
Process & Service Model
- Conducted a comprehensive Microsoft 365 Health & Security Assessment
- Identified gaps in governance, identity management, and workload performance
- Designed a custom managed services framework aligned with business operations
- Defined SLAs for response, resolution, and performance monitoring
- Established a centralized service desk model for all Microsoft 365-related issues
Managed Services Scope
- Exchange Online Management: Mailbox optimization, transport rules, spam filtering
- Microsoft Teams Governance: Lifecycle management, policy control, usage optimization
- SharePoint & OneDrive Administration: Site structure, permissions, data lifecycle
- Intune & Endpoint Management: Device compliance, policy enforcement, remote access control
- Security & Compliance: Conditional access, MFA enforcement, DLP, retention policies
- User & Identity Management: Azure AD optimization and access control
Risk Mitigation & Execution
- Proactive monitoring dashboards for all Microsoft 365 workloads
- Automated alerting and incident response workflows
- Regular security audits and compliance checks
- Standardized governance policies across departments
Continuous collaboration with internal IT leadership
4. Results
- Successfully stabilized Microsoft 365 operations for 9,000 users
- Reduced IT support tickets by 42% within 90 days
- Achieved 99.99% uptime across Exchange, Teams, and SharePoint
- Improved visibility into user activity and data access
- Strengthened identity and access management across all departments
- Reduced operational overhead, enabling IT teams to focus on strategic initiatives
- Enhanced collaboration efficiency across financial teams and departments
Client Feedback:
“Star Knowledge transformed how we manage Microsoft 365. Their structured approach and proactive support significantly reduced our operational challenges.”
— Head of IT Operations, Financial Services Client
5. Security, Compliance & Governance
- Implemented Zero Trust security model across Microsoft 365
- Enforced role-based access control (RBAC)
- Standardized data loss prevention (DLP) and retention policies
- Strengthened identity protection with MFA and conditional access
- Ensured alignment with financial data compliance and governance standards
6. Post-Engagement Support
- Dedicated 24/7 Microsoft 365 managed support team
- Monthly performance, security, and usage reports
- Continuous optimization of Teams, Exchange, and SharePoint environments
- Regular governance reviews and improvement recommendations
- End-user and admin training sessions
7. Key Takeaways
- Enterprise-scale Microsoft 365 environment fully stabilized and optimized
- Significant reduction in IT workload and operational complexity
- Stronger security and compliance posture across financial systems
- Predictable, SLA-driven service delivery model
- Proven expertise in managing complex, high-scale Microsoft environments
Looking for a reliable Microsoft 365 managed services partner?
Star Knowledge delivers secure, scalable, and fully managed Microsoft environments tailored for enterprise needs.
Talk to our certified Microsoft 365 experts today.
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