Cleared Systems

BACKGROUND

Please describe your company and position.

 I am the President of a financial services company 

Describe what your company does in a single sentence.

Bookkeeping and accounting services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cleared Systems to accomplish?

• Setup our security
• Develop a written information security plan
• Manage our computer systems

SOLUTION

How did you find Cleared Systems?

• Online Search
• Referral

Why did you select Cleared Systems over others?

• Close to my geographic location
• Pricing fit our budget

How many teammates from Cleared Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Assisted us with office network and cybersecurity. Created our IRS WISP which was a requirement from the IRS. Provide us with monthly penetration reports.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Develop our WISP and provide us with monthly security reports. Migrate our systems and users to Microsoft Office 365. Provide phishing training.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered fast, and I liked that they broke the project down into phases.

What was your primary form of communication with Cleared Systems?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Follow-up and very fast support when we called. Also, they would check on us even when everything was okay.

Are there any areas for improvement or something Cleared Systems could have done differently?

No. They did great.