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Confidential
Jan. 2025 - Ongoing

4.5

Quality: 4.5

Schedule: 4.5

Cost: 4.5

Willing to Refer: 5.0

"I’m impressed by their ability to take feedback and work with us, our team, and our processes."

Nov 3, 2026

CIO, People First Federal Credit Union

Kevin Dono

Banks
Allentown, Pennsylvania
201-500 Employees
Online Review
Verified

CollabPoint has reviewed a credit union's security stack and developed an implementation plan. This includes creating a new Azure tenant, adopting Terraform, and developing a Sentinel roadmap.

CollabPoint has resolved audit items, reduced infrastructure costs, structured collaboration sites, and improved the client's overall security posture. The team provides timely updates and change management. Overall, their delivery meets expectations. They are collaborative.

BACKGROUND

Introduce your business and what you do there.

I’m the CIO of People First Federal Credit Union. We provide a range of financial services, including banking, loans, and mortgages, to our members as a federally insured credit union.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CollabPoint to accomplish for your credit union?

We engaged CollabPoint to help our team build and manage a zero-trust architecture in our Microsoft 365 (M365) and Microsoft Azure (Azure) tenants. The project has expanded to taking on fully Cloud Solution Provider (CSP) responsibilities and rolling out organizational collaboration tools. We’re usually in the market for trusted partners instead of vendors, and we got what we were looking for with CollabPoint.

SOLUTION

What was the scope of their involvement?

CollabPoint has reviewed our full security stack and created an implementation plan in alignment with a zero-trust framework. This has included standing up a new Azure tenant with specific scoped subscriptions and implementing Terraform for Infrastructure as a Service (IaaS) and cost management. We’ve also implemented a new Privileged Access Management (PAM) policy, conditional access policies, and Microsoft Intune/Microsoft Autopilot deployments, among other things.

Our three-year roadmap includes building a full security stack with Microsoft Sentinel Security Information and Event Management (SIEM) at the center. We also have experts a phone call away if we have any production issues with any Microsoft-related products.CollabPoint has helped scope and plan implementations, provide playbooks and execution plans for our team, and validate the output.

On some occasions, the team has performed the actual changes, always followed up with knowledge transfer and a handoff to our team.

What is the team composition?

We work with 2–5 teammates from CollabPoint.

How did you come to work with CollabPoint?

We found them through a referral. Their pricing fit our budget, they were a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working with CollabPoint in January 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CollabPoint has resolved audit items, reduced infrastructure costs, structured collaboration sites, and improved our overall security posture, increasing our secure score by 25. Regarding the audit items, they’ve helped with guest account management and policies, organization and prioritization of the thousands of M365 configuration settings, log retention, and discoverability.In terms of cost reduction, they’ve implemented reserved instances, reducing our annual spend by 15%.

How did CollabPoint perform from a project management standpoint?

CollabPoint’s project management is collaborative. They provide timely updates and change management for when the plan isn’t as expected against the baseline. Overall, their delivery is against expectations. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I’m impressed by their ability to take feedback and work with us, our team, and our processes.

Are there any areas they could improve?

We can all do better. CollabPoint has taken feedback and made changes, which is all I could ask for.

RATINGS

4.5

CollabPoint

AI-first Microsoft consulting for the mid-market

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