Customer story
A large financial services organization headquartered in New York, with more than 9,000 employees across wealth management, investment advisory, and financial planning, partnered with Star Knowledge to stabilize and optimize its Microsoft 365 environment. We built a centralized, SLA-driven managed services model spanning Exchange, Teams, SharePoint, OneDrive, Intune, and security & compliance — cutting support tickets by 42% and lifting uptime to 99.99% across the estate.
Engagement facts
Client
Large financial services organization — 9,000+ employees
Industry
Financial Services
Region
New York, USA
Service
Microsoft 365 Managed Services
Stack
Exchange Online
Microsoft Teams
SharePoint
OneDrive
Microsoft Intune
Entra ID (Azure AD)
reduction in IT support tickets within 90 days
uptime across Exchange, Teams, and SharePoint
employees supported across the Microsoft 365 environment
24/7
dedicated managed support coverage
The client
A 9,000-employee financial services organization based in New York
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.
The need
A predictable, scalable, and secure Microsoft 365 managed services model
As the organization scaled, its Microsoft 365 environment became increasingly complex and difficult to manage efficiently, driving a high volume of IT support tickets related to Exchange, Teams, and SharePoint. Growing dependency on Microsoft 365, without dedicated internal management bandwidth, meant the client needed a predictable, scalable, and secure managed service model.
The challenge
Inconsistent governance and limited visibility across a growing Microsoft 365 estate
- 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
- Need for 24/7 operational support due to global clients and financial transactions
- Increased pressure to maintain compliance with financial data regulations
“Star Knowledge transformed how we manage Microsoft 365. Their structured approach and proactive support significantly reduced our operational challenges.”
SK
Attribution to be confirmed with the client
The solution
A dedicated managed services team with a centralized, SLA-driven service model
Star Knowledge deployed a dedicated team of Microsoft-certified cloud engineers, security specialists, and service delivery managers with expertise in financial services environments and regulatory compliance. The team ran a comprehensive Microsoft 365 Health & Security Assessment, identified gaps in governance, identity management, and workload performance, and designed a custom managed services framework with defined SLAs for response, resolution, and performance monitoring — delivered through a centralized service desk.
Exchange Online Management
Mailbox optimization, transport rules, and spam filtering.
Microsoft Teams Governance
Azure Site Recovery configured as the migration path for server workloads.
SharePoint & OneDrive Administration
Site structure, permissions, and data lifecycle management.
Intune & Endpoint Management
Device compliance, policy enforcement, and remote access control.
Security & Compliance
Conditional access, MFA enforcement, DLP, and retention policies.
User & Identity Management
Entra ID (Azure AD) optimization and access control.
Benefits
What changed for the client
42% fewer IT support tickets
IT support tickets were reduced by 42% within 90 days of launch.
99.99% uptime
Achieved 99.99% uptime across Exchange, Teams, and SharePoint.
Microsoft 365 stabilized for 9,000 users
Successfully stabilized Microsoft 365 operations across the full 9,000-person user base.
Improved visibility
Improved visibility into user activity and data access.
Stronger identity & access management
Strengthened identity and access management across all departments.
Lower operational overhead
Reduced operational overhead, freeing internal IT teams to focus on strategic initiatives.
Better cross-team collaboration
Enhanced collaboration efficiency across financial teams and departments.
Technology
What we used
See how our managed services team scopes Microsoft 365 support for regulated, high-scale organizations.
Your Microsoft 365 environment
Looking to get a similar solution?
Looking for a reliable Microsoft 365 managed services partner? Star Knowledge delivers secure, scalable, and fully managed Microsoft environments tailored for enterprise needs.
More migration work
Related case studies
