Netrio (formerly SUCCESS Computer Consulting)

BACKGROUND

Please describe your company and position.

I am the Team Operations Manager of (a/an) Financial services

Describe what your company does in a single sentence.

Registered investment advisor, financial planning and insurance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SUCCESS Computer Consulting to accomplish?

• IT consistency across two office locations

SOLUTION

How did you find SUCCESS Computer Consulting?

Referral

Why did you select SUCCESS Computer Consulting over others?

High ratings, Close to my geographic location, Referred to me

What was your primary form of communication with SUCCESS Computer Consulting?

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

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

Convert two offices to the same IT environment. During our time with Success we had multiple changes of software. They worked directly with vendors to ensure our projects were completed successfully. Additional support in developing cybersecurity and disaster recovery plans.

RESULTS & FEEDBACK

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

• IT consistency across two office locations

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

They delivered items on time and if unable to assist with our needs at the basic help desk level a senior individual would respond within 24 hours

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

their culture of valuing employees is impressive

Are there any areas for improvement or something {provider_name} could have done differently?

none

BACKGROUND

Please describe your company and your position there.

Office Manager at CPA + RIA Firm

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SUCCESS Computer Consulting?

Managed IT Services

SOLUTION

How did you select this vendor and what were the deciding factors?

Referral

Describe the project in detail and walk through their service package.

Success provides full-scope IT care, including network infrastructure, equipment, cybersecurity, cloud, and technical services.

How many resources from the vendor's team worked with you, and what were their positions?

We work regularly with IT specialists, sales and billing professionals.

RESULTS & FEEDBACK

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

Consistent customer service and solutions.

How effective was the workflow between your team and theirs?

Excellent

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

Their customer service is impressive.

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

None.

BACKGROUND

Please describe your company and your position there.

Community based behavioral health provider. IT Director

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SUCCESS Computer Consulting?

Success is our managed services provider. We have been partners with them for several years.

SOLUTION

How did you select this vendor and what were the deciding factors?

Account management and technical capacity are key factors in our decision to partner with Success

Describe the project in detail and walk through their service package.

As a trusted partner, Success helps us by providing infrastructure oversight including data center, network and endpoint monitoring and response. Success provides patch management, security monitoring and detection response, and are our escalation point for major incident management. They also deliver monthly security reports so that internal staff can follow up and assure compliance on all devices.

How many resources from the vendor's team worked with you, and what were their positions?

We work regularly with their CTO, engineers and account staff.

RESULTS & FEEDBACK

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

Great results including server and network lifecycle management, security offerings including education, advanced monitoring, and response.

How effective was the workflow between your team and theirs?

Excellent. Success is in regular contact with our team and provides 7x24 support.

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

Success acts as an extension of our internal team. I never feel like this is a vendor/client relationship, they are true partners.

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

No