Fidelis, Inc.

BACKGROUND

Please describe your company and position.

I am the COO of Evergreen Recovery Centers

Describe what your company does in a single sentence.

Ev ergreen Recovery Centers provides behavioral health in Western Washington.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fidelis, Inc. to accomplish?

• SharePoint Migration

SOLUTION

How did you find Fidelis, Inc.?

They are our IT provider

Why did you select Fidelis, Inc. over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Fidelis, Inc. were assigned to this project?

2-5 Employees

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

Fidelis helped our company migrate to SharePoint. 

RESULTS & FEEDBACK

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

Evergreen Recovery Centers has a measurable outcome of cost savings and streamlined workflows. 

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

Fidelis has been an exceptional technology partner for Evergreen Recovery Centers. Their team’s professionalism, responsiveness, and technical expertise have consistently exceeded expectations. They don’t just fix problems — they anticipate them.

One of the most valuable contributions Fidelis made was guiding us through our SharePoint integration. Their approach was organized, patient, and deeply collaborative. They made a complex transition feel seamless, ensuring our staff were trained, our data was secure, and our systems were aligned with the way we actually work.

What really sets Fidelis apart is their understanding of behavioral health operations. They grasped the need for security, compliance, and efficiency, all while supporting a mission-driven workforce. Their customer service is top-tier — quick response times, clear communication, and a genuine commitment to our success.

Fidelis isn’t just our IT provider — they’re a trusted extension of our team. We’re grateful for their partnership and the steady hand they bring to our technology landscape.

What was your primary form of communication with Fidelis, Inc.?

• Virtual Meeting
• Email or Messaging App

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

They always have our back!

Are there any areas for improvement or something Fidelis, Inc. could have done differently?

Nope. Fidelis is an awesome company and partner!

BACKGROUND

Please describe your company and your position there.

I am owner of Laurus Financial Services, LLC and a Financial Planner

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fidelis, Inc.?

We hired Fidelis to transfer our server and setup a new phone system into our new office space.

What were your goals for this project?

Our goal was to make the transition as simple as possible without a moment of down time. We wanted to make certain our clients never received a busy signal, or unable to reach us during the transition to a new building.

SOLUTION

How did you select this vendor?

We were referred by our building landlord Rosen Harbottle Inc.

Describe the project in detail.

We met with a salesperson that helped us outline our needs and help us select the technology that met our needs. Fidelis then worked with the building contractor to run cable and setup our server room. They were on site during our move day and worked diligently to make certain our phones and computers were working the moment all of the technology was setup in the office.

What was the team composition?

We worked initially with a salesperson, who then set us up with a project manager. The project manager put together her team that worked diligently to make sure everything was working on "move day".

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Everything is working just as hoped and we have resources to turn to if we have questions.

How effective was the workflow between your team and theirs?

Work flow was exceptional. They communicated regularly and we never had to "hope" it was going to go smooth. 100% confidence in their process.

What did you find most impressive about this company?

Communication and willingness to be available during the entire move.

Are there any areas for improvement?

I cannot think of anything to improve. They went above and beyond!

BACKGROUND

Please describe your company and your position there.

I am the IT and facilities manager for a consumer products company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fidelis, Inc.?

Our company was consolidating from three separate buildings to one brand new building. We engaged Fidelis, Inc. to tear down our IT infrastructure within three buildings and re-install it in our new building.

What were your goals for this project?

We hoped to have all of the equipment used by our 120 employees moved to the new location and set up along with our IT infrastructure.

SOLUTION

How did you select this vendor?

We have worked with Fidelis, Inc. on many successful projects over the years. We trusted them with our latest and largest move.

Describe the project in detail.

We relied on Fidelis, Inc. to design and install every cable drop within our new building, which includes 230,000 square feet. We organized the project over a long weekend. Fidelis, Inc. provided a team to move servers, computers, printers, scanners, and copiers to our new facility and coordinate all cables and network systems so that it all worked together.

What was the team composition?

Fidelis, Inc. provided design, copper, fiber, break down, moving, and installation teams.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

A project of this size involved hundreds of moving parts, and Fidelis, Inc. kept track of everything. We had 72 hours to move into and set up the new building, and it couldn’t have gone smoother.

How effective was the workflow between your team and theirs?

Workflow and communication were seamless. Fidelis, Inc. didn’t miss a beat.

What did you find most impressive about this company?

Fidelis, Inc. is by far the most professional and friendly group of people we have worked with. Every team member excelled at their duties and made our move the success that it was.

Are there any areas for improvement?

No, we worked very well together.

BACKGROUND

Please describe your company and position.

I am the VP & Director of Lending, Non-profit

Describe what your company does in a single sentence.

We're a nonprofit consortia of lenders that finance affordable housing and economic development. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fidelis, Inc. to accomplish?

• Modernizing all of our IT systems
• Managed services

SOLUTION

How did you find Fidelis, Inc.?

Referral

Why did you select Fidelis, Inc. over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Fidelis, Inc. were assigned to this project?

6-10 Employees

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

Fidelis has helped modernize our data server platforms, cybersecurity implementation and training, and provides ongoing managed services.

RESULTS & FEEDBACK

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

Fidelis has been a tremendous partner as we pivot our company in a more modern direction. Chad, Calum, James, Chris, Ed, Paul, and Matt have all been wildly responsive, creative, and knowledgeable as we customize our various platforms.

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

Fidelis is always responsive and I have the ability to escalate quickly as necessary.

What was your primary form of communication with Fidelis, Inc.?

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

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

Fidelis is very responsive and knowledgeable, willing to work with us to come up with the best solutions for tech and working in our niche industry. 

Are there any areas for improvement or something Fidelis, Inc. could have done differently?

Nothing of note. 

BACKGROUND

Please describe your company and position.

I am the Office Manager of Petrin Dermatology

Describe what your company does in a single sentence.

Dermatology Office

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fidelis, Inc. to accomplish?

• Set-up new printer

SOLUTION

How did you find Fidelis, Inc.?

Been with them for over 15 years

Why did you select Fidelis, Inc. over others?

Company values aligned

How many teammates from Fidelis, Inc. were assigned to this project?

1 Employee

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

Set-up printer and made sure employees to print from each work station.

RESULTS & FEEDBACK

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

Printer set-up worked

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

Fidelis did a great job

What was your primary form of communication with Fidelis, Inc.?

In-Person Meeting

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

Their staff was always professional and able to solve our IT issues.

Are there any areas for improvement or something Fidelis, Inc. could have done differently?

No