Insyto

BACKGROUND

Please describe your company and position.

I am the Founder of Queen Threading LLC

Describe what your company does in a single sentence.

We are Top Leading Beauty Service & Product company based in San Dieg & Escondido City.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Insyto to accomplish?

• Increase SEO and Local Presence about beauty business
• Adopt AI for Beauty Indutry to increase Loyalty and Business Revenue
• Medernize Workplace and Improve CyberSecurity

SOLUTION

How did you find Insyto?

• Online Search
• Referral

Why did you select Insyto over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Insyto were assigned to this project?

2-5 Employees

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

We run Queen Threading, A spoeciality Brow and Waxing chain with locations in Escondido and San Diego. We brought on local IT co called Insyto Technologies to help us with two things that were holding us back: getting our name out in front of more local customers, and making sure our business and our clients' information were properly protected. On the marketing and social side, they took ownership of our online presence end to end. That included refreshing our social media profiles, setting up a consistent posting schedule, helping us collect and showcase customer reviews, and improving how easily new clients could find and book with us online. We started showing up much more in local searches, and the steady stream of content gave our pages a more professional, trustworthy look. On the IT and cybersecurity side, they assessed how we were handling customer data and tightened it up across the board. Key deliverables included securing our booking and point-of-sale systems, setting up safer ways to store client contact and appointment information, adding protections against phishing and common threats our staff might run into, and walking our team through basic security habits so everyone knew what to watch for. They also helped us move several of our day-to-day operations from paper and manual processes into secure digital tools, which made the studio run more smoothly. Overall, the scope covered digital marketing, social media management, IT security hardening, customer data protection, and modernizing our workplace tools — and they delivered on all of it.

RESULTS & FEEDBACK

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

The results showed up in our day-to-day business pretty quickly. A few of the outcomes that stood out to us: Our social media following grew by around [35%] over [12 months], and engagement on our posts went up noticeably as people started interacting with and sharing our content. We saw a meaningful increase in new client bookings — roughly [28 more per week/month] — with several customers telling us they found us through Instagram or a Google search, which wasn't happening before. Our visibility in local searches improved, so when people in Escondido and San Diego look for brow or threading services, we now show up far more consistently than we used to. On the security side, the phishing and spam attempts that used to reach our staff dropped significantly after the protections were put in place, and we haven't had a single data or security scare since. Moving our booking, scheduling, and records into secure digital tools cut down the time we spent on manual paperwork , which freed us up to focus on customers. Customer trust went up too — clients have commented that the booking process feels more professional and that they feel comfortable sharing their information with us. Across both the marketing and security work, the changes were easy to see in our numbers and in how the business runs.

Increase CSAT ration

Increase Organic reach

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

Insyto managed the project professionally from start to finish.

They established clear objectives, communicated regularly, and kept us informed of progress throughout each phase of the engagement. 

They didn't just complete technical tasks—they ensured every recommendation supported better customer experience, stronger data protection, and improved business growth.

Overall, the project was delivered on time, communication was excellent, and the team consistently exceeded our expectations through their professionalism, responsiveness, and commitment to our success. 

What was your primary form of communication with Insyto?

• In-Person Meeting
• Virtual Meeting

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

What impressed us most about Insyto was their ability to combine technology consulting, cybersecurity, and digital business strategy into a single engagement. Rather than focusing only on IT, they helped us improve our online presence, strengthen the security of customer data, modernize our workplace with cloud technologies, and enhance the overall customer experience. They successfully helped us improve our digital presence, strengthen our cybersecurity, modernize our IT environment

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

Insyto consistently met our expectations, communicated effectively, and delivered high-quality work throughout the project. 

BACKGROUND

Please describe your company and position.

I am the IT Head of Medyxis

Describe what your company does in a single sentence.

MEdyxis is a healthcare services provider specializing in mental health and behavioral health programs for individuals, families, and communities. With approximately 155 employees, we deliver a range of clinical, therapeutic, and support services designed to improve mental wellness, promote recovery, and enhance quality of life. Our team includes licensed clinicians, counselors, therapists, case managers, and administrative professionals who work together to provide compassionate, evidence-based care. We serve patients across multiple care settings and are committed to maintaining high standards of patient privacy, regulatory compliance, operational excellence, and service quality. As a growing healthcare organization, we rely heavily on secure technology systems, data protection, and efficient business operations to support both patient care and organizational growth.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Insyto to accomplish?

• Insyto engaged with Medyxis to serve managed IT and cybersecurity services with the goal of improving the reliability, security, and overall efficiency of our technology environment.

SOLUTION

How did you find Insyto?

Online Search

Why did you select Insyto over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned
• Relevant Experience

How many teammates from Insyto were assigned to this project?

2-5 Employees

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

We engaged Insyto to serve as our managed IT and cybersecurity partner with the goal of improving the reliability, security, and overall efficiency of our technology environment. As our organization continued to grow, we needed a trusted partner to provide proactive IT support, strengthen cybersecurity controls, and ensure our employees could remain productive whether working in the office or remotely. The primary objectives included improving end-user support responsiveness, reducing technology-related disruptions, enhancing endpoint and identity security, and implementing best practices for cybersecurity risk management. We also wanted assistance with Microsoft 365 administration, user onboarding and offboarding, device management, patching, system monitoring, and ongoing security oversight. In addition, we sought strategic IT guidance to help us modernize our environment, optimize technology investments, and align our IT operations with future business growth. The goal was to establish a stable, secure, and scalable technology foundation while providing employees with reliable day-to-day IT support and minimizing operational risk.

RESULTS & FEEDBACK

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

We delivered measurable improvements across IT operations, support, & cybersecurity management. Key indicators of success included improved responsiveness to end-user support requests, reduced technology-related disruptions, & increased system reliability for both office-based & remote employees.

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

Insyto demonstrated strong project management throughout the engagement. They established clear objectives, maintained consistent communication, and provided regular updates on project progress, findings, and recommendations. Deliverables were organized, well-documented, and presented in a manner that was easy for both technical and executive stakeholders to understand. The team consistently met agreed-upon timelines and delivered key milestones on schedule. They were proactive in addressing questions, responsive to evolving requirements, and flexible when adjustments were needed to accommodate operational priorities within our healthcare environment. What stood out most was their responsiveness and commitment to understanding our needs. Insyto took the time to understand our business, regulatory requirements, and security concerns before recommending solutions. Their ability to balance technical expertise with practical business guidance helped ensure the project remained aligned with our objectives while minimizing disruption to daily operations. Overall, they were reliable, professional, and highly collaborative throughout the engagement.

What was your primary form of communication with Insyto?

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

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

What impressed us most about Insyto was their ability to combine deep technical expertise with a strong understanding of business and operational requirements. Rather than taking a one-size-fits-all approach, they invested time in understanding our healthcare environment, security requirements, compliance considerations, and long-term objectives before making recommendations. Their team demonstrated expertise across cybersecurity, Microsoft 365, endpoint management, identity security, and digital transformation while communicating complex technical concepts in a clear and practical manner. We particularly appreciated their ability to translate technical findings into actionable business recommendations that leadership could easily understand and prioritize. Another differentiator was their proactive and consultative approach. They focused not only on addressing immediate risks and challenges but also on helping us develop a long-term strategy for improving security, operational efficiency, and technology maturity. Their combination of strategic guidance, responsiveness, and technical depth made them a valuable partner throughout the engagement.

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

Overall, we were very satisfied with Insyto's performance and the value they delivered. If there was one area for improvement, it would be extending the engagement into a more structured long-term optimization and implementation program. The assessment and recommendations provided significant value, and additional ongoing support could have helped accelerate the adoption of some of the strategic initiatives identified during the project. That said, Insyto met all agreed-upon objectives, maintained excellent communication, and delivered high-quality work throughout the engagement. We did not encounter any significant issues related to project execution, responsiveness, or deliverable quality, and the overall experience exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the IT Operation Head of Elephant Head LLC

Describe what your company does in a single sentence.

We are Internet & CableTV Service provider for Residential & Commercial Customers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Insyto to accomplish?

• Ai Readiness Assessment

SOLUTION

How did you find Insyto?

• Online Search
• Referral

Why did you select Insyto 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 Insyto were assigned to this project?

2-5 Employees

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

We engaged Insyto to conduct an AI Readiness Assessment and develop a strategic roadmap for leveraging AI to improve customer acquisition, sales, marketing, and business operations. As a provider of cable TV, internet, and business connectivity services across the United States, we wanted to understand how AI could help us increase market presence, improve customer engagement, and drive revenue growth while maintaining a secure and scalable technology environment. The scope of work included assessing our existing technology landscape, CRM, Microsoft 365 environment, sales processes, customer support operations, marketing workflows, and data sources to identify opportunities for AI adoption and automation. Insyto evaluated our data readiness, cybersecurity posture, governance practices, and integration capabilities to ensure our environment could securely support AI initiatives. Key deliverables included an AI Readiness Assessment, technology maturity evaluation, AI use case discovery workshops, customer journey analysis, enterprise data assessment, cybersecurity recommendations, AI governance framework, and a prioritized implementation roadmap. Insyto also identified opportunities to deploy AI-powered sales assistants, customer service agents, marketing automation, lead qualification, and business intelligence capabilities to help improve operational efficiency, customer experience, and long-term business growth.

RESULTS & FEEDBACK

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

The engagement provided a clear roadmap for adopting AI across our sales, marketing, customer service, and business operations. One of the most valuable outcomes was the identification of high-impact AI use cases that can help automate lead qualification, improve customer engagement, streamline support processes, and enhance decision-making. The assessment also established a baseline for our AI readiness by evaluating our technology environment, data quality, cybersecurity, and operational workflows. We gained a prioritized implementation plan that enables us to adopt AI in phases while minimizing risk and maximizing business value. In addition, Insyto identified opportunities to improve our digital presence, optimize customer acquisition processes, and better leverage business data for analytics and growth. The project provided executive leadership with a practical strategy for increasing operational efficiency, supporting revenue growth, and preparing the organization for scalable AI adoption. Overall, the engagement gave us a secure, well-defined foundation for using AI to improve both customer experience and business performance.

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

The team was highly responsive to our questions and evolving business needs. They took the time to understand our sales model, customer acquisition strategy, and operational goals before recommending AI solutions. As new ideas and priorities emerged, they adapted their recommendations and provided practical guidance that aligned with our objectives.

What was your primary form of communication with Insyto?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Insyto was their ability to bridge business strategy with practical AI and technology expertise. They didn't simply recommend AI tools—they took the time to understand our business model, sales process, and growth objectives before developing a tailored AI adoption strategy. Their team demonstrated strong expertise in AI readiness, cybersecurity, Microsoft 365, and digital transformation while keeping the focus on measurable business outcomes. They identified practical AI opportunities that could improve customer acquisition, sales efficiency, and operational performance without compromising security or governance. We also appreciated their consultative approach and ability to explain complex technical concepts in a clear, business-friendly manner. Their strategic guidance gave us confidence that our AI initiatives would be built on a secure, scalable, and well-governed foundation.

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

Overall, we were very satisfied with Insyto's engagement. If there was one area for improvement, it would be extending the engagement into an implementation phase to help execute more of the AI initiatives identified in the roadmap. Beyond that, the team delivered high-quality work, communicated effectively, and exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the CIO of Sar Logistic

Describe what your company does in a single sentence.

SAR Logistics operates as a global freight forwarding and supply chain management company. In the United States, they provide end-to-end logistics solutions, including air and ocean freight, trucking, customs brokerage, warehousing, and cross-border shipping.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Insyto to accomplish?

• SAR Logistics engaged Insyto to evaluate its readiness for digital transformation and AI adoption while ensuring that cybersecurity, data protection, and operational processes could support future technology initiatives.
• Define & prioritized transformation strategy with clear framework for securely adopting AI and modern digital workplace capabilities to support long-term business growth.
• securely connect distributed data across Microsoft 365, CRM, ERP, databases, SaaS platforms and operational systems — creating an AI-ready foundation for analytics, private AI and intelligent agents.

SOLUTION

How did you find Insyto?

Online Search

Why did you select Insyto over others?

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

How many teammates from Insyto were assigned to this project?

2-5 Employees

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

Insyto provided a strategic engagement covering IT Strategy Consulting, Cybersecurity, and AI Consulting to help us establish a secure, scalable, and AI-ready technology foundation. The project focused on assessing our existing technology landscape, strengthening cybersecurity, and developing a roadmap for digital transformation across our business operations. The scope of work included evaluating our Microsoft 365 environment, CRM, ERP, databases, SaaS applications, and operational systems to identify opportunities for improved integration, governance, and security. Insyto assessed our cybersecurity posture, identity and access management, data protection practices, cloud readiness, and technology architecture to ensure our environment could securely support future AI initiatives. A key component of the engagement was designing a strategy to securely connect distributed business data across multiple platforms, enabling trusted access to information for analytics, reporting, and AI-driven decision-making. They also provided guidance on data governance, integration architecture, private AI readiness, and intelligent automation opportunities while ensuring customer and business data remained protected. Key deliverables included an IT strategy roadmap, cybersecurity assessment and recommendations, AI readiness assessment, enterprise data integration strategy, technology gap analysis, executive presentations, prioritized implementation roadmap, and a phased modernization plan. The engagement provided our leadership team with a clear framework for securely leveraging enterprise data to support advanced analytics, private AI capabilities, and intelligent business processes while aligning technology investments with long-term business objectives.

RESULTS & FEEDBACK

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

The project will provide SAR Logistics a comprehensive understanding of its digital transformation , AI adoption, cybersecurity posture. A key indicator of success was the identification of high-impact business processes that could benefit from automation, AI-enabled workflows.

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

Insyto demonstrated excellent project management throughout the engagement. They established a structured project plan, defined clear milestones, and maintained regular communication to keep our team informed of progress, findings, and next steps. Every major deliverable was completed on schedule, and the team consistently met agreed timelines without compromising quality. Their organized project management and responsiveness ensured the engagement stayed on schedule from start to finish with few delays

What was your primary form of communication with Insyto?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Insyto was their ability to combine AI consulting, cybersecurity, and IT strategy into a practical business roadmap. They quickly understood our logistics operations and delivered tailored, actionable recommendations that balanced innovation, security, and long-term business value. Their professionalism, technical expertise, and business-focused approach made them a trusted advisor throughout the engagement. Their expertise, attention to detail, and practical recommendations provided significant value and exceeded our expectations.

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

Overall, we were very satisfied with Insyto's work. If anything, we would have welcomed a longer engagement to help implement more of the strategic recommendations they identified. Other than that, the project met our expectations in terms of quality, communication, and delivery.

BACKGROUND

Introduce your business and what you do there.

I’m the IT operations head at Beacon Payment, a business services company. We provide payment processing, POS solutions, merchant cash advances, and related services across the US through a network of independent sales agents.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Insyto to accomplish for your business?

We engaged Insyto to conduct a cybersecurity assessment and provide strategic IT consulting services to help strengthen our overall security posture, reduce operational risk, and support future business growth. As a payment processing and POS solutions provider, protecting sensitive customer and business data is critical, so we wanted an independent review of our existing security controls, endpoint management practices, and technology environment.The primary objectives were to identify security gaps, improve endpoint and identity protection for both office and remote users, evaluate cybersecurity risks, and develop a prioritized remediation plan. We also wanted expert guidance on improving our technology operations, optimizing IT investments, and ensuring our environment could scale securely as the business grows.Additionally, we sought recommendations around Microsoft 365 security, access management, compliance, and long-term technology planning. The goal was to gain actionable insights, reduce potential security exposure, and establish a clear roadmap for future cybersecurity and IT modernization initiatives.

SOLUTION

What was the scope of their involvement?

Insyto has performed a comprehensive cybersecurity assessment and IT consulting engagement focused on evaluating our existing technology environment, identifying security risks, and providing strategic recommendations for improvement.The scope of work has included reviewing our Microsoft 365 environment, endpoint security controls, identity and access management practices, remote user security, and overall cybersecurity posture. Insyto has assessed current policies, user access controls, device management processes, and security configurations to identify vulnerabilities and opportunities for improvement.Insyto has also conducted a review of our IT operations and technology investments to provide recommendations for greater efficiency, security, and scalability. Based on their findings, they’ve developed a prioritized roadmap outlining short-term and long-term initiatives to strengthen our security posture and support future business growth.Key deliverables have included a detailed cybersecurity assessment report, risk findings and recommendations, executive-level presentations, security improvement roadmap, endpoint and identity security recommendations, Microsoft 365 security guidance, and a strategic technology plan designed to reduce risk and improve operational resilience.The engagement has provided our leadership team with clear visibility into our current environment and actionable next steps for enhancing security and technology governance.Insyto’s role has extended beyond assessment and recommendations. While the engagement began with a comprehensive review of our cybersecurity posture and IT environment, they’ve also assisted with implementing and validating several security improvements.Their work has included reviewing and enhancing Microsoft 365 security configurations, identity and access management controls, endpoint security settings, and remote access protections. Insyto has evaluated existing security policies, user access permissions, authentication controls, and device management practices, then helped prioritize and implement key improvements to reduce risk.Insyto has also provided guidance and support for strengthening endpoint protection, improving user and administrative access controls, and aligning security configurations with industry best practices. In addition, they’ve worked closely with our leadership team to develop remediation plans, validate security controls, and establish a roadmap for ongoing cybersecurity maturity.The engagement has combined hands-on security improvements with strategic consulting, ensuring that recommendations are not only documented but also translated into practical actions that strengthen our overall security posture and technology environment.

What is the team composition?

We’ve worked with 2–5 teammates from Insyto.

How did you come to work with Insyto?

We found Insyto through an online search. We chose them over other options because they had high ratings, their pricing fit our budget, they offered good value for the cost, their company values aligned with ours, and they had experience.

What is the status of this engagement?

We started working with Insyto in May 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

The engagement has delivered several measurable and strategic outcomes for our organization. Insyto has identified and helped address multiple security gaps across our Microsoft 365 environment, endpoint management, identity controls, and remote access security. As a result, we’ve improved our overall cybersecurity posture and gained greater visibility into potential risks affecting our business.The project has also resulted in stronger access controls, enhanced endpoint security practices, and improved alignment with cybersecurity best practices. In addition, Insyto has provided a prioritized remediation roadmap that enables our team to focus resources on the highest-risk areas first.From an operational perspective, the engagement has helped us better understand our technology environment, identify opportunities for process improvements, and establish a more structured approach to security governance. The executive-level recommendations and implementation guidance have provided a clear path for reducing risk, improving resilience, and supporting future business growth.Beyond the immediate security improvements, the project has increased confidence in our ability to protect sensitive customer and business information while creating a stronger foundation for future technology and cybersecurity initiatives.While the project isn’t structured around formal compliance scoring or penetration testing metrics, Insyto has helped us identify and remediate several high-priority security gaps across our Microsoft 365 environment, endpoint security controls, and identity management processes. The engagement has resulted in stronger access controls, improved authentication practices, enhanced endpoint protection, and better visibility into our overall security posture.One of the most valuable outcomes has been the establishment of a prioritized remediation plan that enables our team to focus on the highest-risk areas first. We’ve also gained greater confidence in our ability to protect sensitive customer and business information through improved security governance and operational practices.In addition, the project has provided executive-level visibility into cybersecurity risks and technology improvement opportunities, allowing us to make more informed decisions regarding future investments, security initiatives, and business growth. While many of the long-term benefits will continue to be realized over time, the engagement has delivered immediate improvements in risk awareness, security controls, and organizational preparedness.Following Insyto’s assessment and implementation support, we’ve experienced immediate improvements in several areas of our security and IT operations. Security controls have become more consistent across our environment, user access management has been strengthened, and we’ve gained better visibility into potential risks and configuration gaps. The project has helped reduce the likelihood of unauthorized access by improving authentication and access control practices.We’ve also seen improvements in operational efficiency through clearer security processes, better-defined administrative controls, and a more structured approach to managing endpoints and user access. Insyto’s recommendations have helped streamline decision-making by providing a prioritized roadmap and reducing uncertainty around security and technology investments.While the engagement isn’t specifically measured against incident-rate reduction metrics, the improvements made during the project have increased our confidence in the security of our environment and reduced several operational and security risks that had previously been identified. The overall outcome has been a stronger security foundation, improved governance, and a clearer path for future technology and cybersecurity initiatives.

How did Insyto perform from a project management standpoint?

Insyto has demonstrated strong project management throughout the engagement. They’ve established clear objectives, maintained regular communication, and kept stakeholders informed of progress, findings, and next steps. The team is responsive, organized, and proactive in addressing questions and adapting to our operational requirements.The project has been delivered within the agreed timeline, and all major milestones, assessments, recommendations, and implementation activities have been completed as planned. Insyto has provided well-structured documentation, executive summaries, and actionable recommendations that make it easy for both technical and business stakeholders to understand the outcomes and priorities.What stands out is their ability to balance strategic consulting with practical execution. They maintain a collaborative approach, ensure expectations are aligned throughout the engagement, and consistently follow through on commitments. Overall, the project is managed professionally, delivered on schedule, and meets our expectations in terms of communication, quality, and execution.

What did you find most impressive or unique about them?

What we’re most impressed about Insyto is their ability to combine deep technical expertise with a strong understanding of business operations and risk management. Rather than providing generic cybersecurity recommendations, they take the time to understand our payment processing business, operational requirements, and growth objectives before developing tailored recommendations.Their team demonstrates expertise across cybersecurity, Microsoft 365, endpoint management, identity security, and IT strategy, while communicating complex technical concepts in a way that’s easy for business stakeholders to understand. We particularly appreciate their practical and risk-based approach, focusing on recommendations that deliver meaningful security improvements without creating unnecessary operational disruption.Another differentiator is their willingness to work collaboratively with our team throughout the engagement. They’re responsive, knowledgeable, and focused on delivering actionable outcomes rather than simply producing reports. The combination of strategic guidance, hands-on support, and business-focused recommendations makes the engagement especially valuable and helps us gain greater confidence in our technology and cybersecurity direction.

Are there any areas they could improve?

Overall, we’re very satisfied with the engagement and the results delivered by Insyto. If there’s one area for improvement, it would be expanding the engagement into a longer-term implementation and optimization phase. The assessment, recommendations, and security improvements have provided significant value, and additional ongoing support would help accelerate the execution of some of the longer-term initiatives identified during the project.That said, Insyto has delivered on all agreed objectives, maintained strong communication throughout the engagement, and provided practical recommendations that align with our business needs. We haven’t encountered any significant issues related to project execution, quality, or responsiveness, and the overall experience meets or exceeds our expectations.

BACKGROUND

Introduce your business and what you do there.

I’m the IT manager of a nationwide auto parts dealer and wholesaler. We help brick-and-mortar stores and local dealers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Insyto?

We needed to assess our IT spending and improve our workplace security for all back-office users.

SOLUTION

What was the scope of their involvement?

Insyto assessed our IT infrastructure to determine if it was ready for AI adoption to increase productivity. They also worked on enhancing our IT endpoint security, modernizing our workplace, and reducing our long-term IT costs. Insyto completed an AI readiness and security assessment and identified multiple opportunities for IT cost reduction and licensing optimization in our existing SaaS usage. They also helped improve our endpoint and identity security posture for office and remote users. Insyto provided executive-level recommendations for risk reduction, governance, and operational efficiency.

What is the team composition?

We worked with 2–5 teammates from Insyto.

How did you come to work with Insyto?

We found them through an online search. We chose them because they were close to our geographic location, and our company values aligned.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from March to April 2025.

RESULTS & FEEDBACK

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

Insyto completed the engagement within the planned 60-day timeline and provided a comprehensive assessment of our AI readiness, endpoint security, and IT spending. Their team identified several security gaps related to identity protection, remote access, and endpoint management, along with multiple opportunities for Microsoft 365 licensing and cost optimization. The assessment resulted in a prioritized roadmap for improving our security posture, preparing for future AI adoption, and reducing long-term technology costs. The executive recommendations gave us greater visibility into our IT environment and helped establish a strategic five-year technology plan aligned with our business goals. Their independent review provided valuable insights that improved decision-making around security, governance, and future technology investments.

Insyto delivered what they promised within the expected timeline and budget. They had very skilled people who knew what they were supposed to do.

How did Insyto perform from a project management standpoint?

Insyto managed the project professionally, maintained clear communication, and delivered all agreed-upon deliverables on time and within budget. Their team was responsive, organized, and provided regular updates throughout the engagement, making it easy to track progress and align on priorities.

We communicated through in-person and virtual meetings.

What did you find most impressive about them?

Insyto stood out because of their ability to blend deep technical expertise with strategic business guidance. They provided practical recommendations for AI readiness, cybersecurity, and cost optimization while ensuring every recommendation aligned with our long-term business objectives. Their executive-focused approach made the engagement particularly valuable. They brought enterprise experience in the form of a boutique firm.

Are there any areas they could improve?

No, we didn’t identify any significant areas for improvement. The project was well-managed, communication was clear, and all deliverables were completed on time. Insyto provided thorough recommendations and demonstrated a strong understanding of both the technical and business aspects of the project. Any future collaboration would likely focus on implementation rather than changes to their approach.