Be Co

BACKGROUND

Please describe your company and position.

I am the Portfolio Manager of MATAURO, LLC

Describe what your company does in a single sentence.

Financial services and wealth management.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Be Co to accomplish?

• Cyber Security
• IT Support
• Managed IT Services

SOLUTION

How did you find Be Co?

Referral

Why did you select Be Co over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Be Co were assigned to this project?

2-5 Employees

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

Be Co set up and manages all of our IT and cybersecurity as an RIA. They built everything from the ground up: Microsoft 365, device management, security, and remote access, all with compliance in mind. They helped us in making our systems meet SEC requirements and that everything runs smoothly and securely day to day.

RESULTS & FEEDBACK

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

Be Co helped both secure and automate our technology on an ongoing basis. We have less downtime and tech headaches because of Be Co than our previous IT provider, and are happy with the result. We plan to stay with Be Co for the forseeable future. 

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

All issues were addressed promptly. New process were innovated to streamline the business. Be Co also collaborated well on internal feeback on processes.

What was your primary form of communication with Be Co?

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

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

Be Co has a lot of integrity.

Are there any areas for improvement or something Be Co could have done differently?

Make more judgment calls on when and where cyber security and IT mandates/protocols can be relaxed. There are moments when perhaps some things feel rigid but perhaps that's what's needed to protect our business and keep it compliant