PEI

BACKGROUND

Please describe your company and position.

I am the Governance Manager of an IRA company

Describe what your company does in a single sentence.

We provide self-directed IRA accounts for alternative assets.

OPPORTUNITY / CHALLENGE

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

• Managed Service Provider
• Network Projects

SOLUTION

How did you find PEI?

Online Search

Why did you select PEI over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from PEI were assigned to this project?

6-10 Employees

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

PEI is our managed service provider. The services they provide include, but are not limited to:

• proactive remote monitoring
• providing anti-virus, anti-malware, and anti-ransomware protection
• detailed information on device warranties and rewnewals
• backup for all assets in Microsoft 365
• an LMS, which includes simulated phishing attacks
• network scans 

RESULTS & FEEDBACK

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

PEI has been our managed service provider since June 2020; however, our first engagement with them was a Server to Cloud project which kicked off in early 2019. Over the past 5 years, they have proven themselves as a skilled, professional, and dependable partner in achieving our goals. We meet at least annually to discuss changes and improvements that can be made to our security footprint. 

Since onboarding PEI, we have scored well on Cyber Risk Assessments and Penetration Testing.

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

The response time for helpdesk tickets is acceptable and inline with our agreement. PEI is very responsive and promotes open communication.

What was your primary form of communication with PEI?

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

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

The people. They have an amazing group of professionals. 

We had an environmental incident one year, and the Director of IT Operations made himself available on a Sunday afternoon to go onsite with me to ensure everything was operational once the building had been cleared of any dangers. That is a service level I would not expect, yet was extremely grateful for.

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

Some helpdesk tickets require more work than others and should be addressed outside of business hours so as not to disrupt the employee impacted or escalated if the amount of time to resolve an issue exceeds 30 minutes to an hour.

BACKGROUND

Please describe your company and position.

I am the IT Director of Alliant National Title Insurance Company

Describe what your company does in a single sentence.

Title Insurance Underwriter

OPPORTUNITY / CHALLENGE

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

• Managed Services Provider

SOLUTION

How did you find PEI?

Online Search

Why did you select PEI over others?

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

How many teammates from PEI were assigned to this project?

2-5 Employees

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

We partnered with PEI to become our new Managed Services Provider (MSP) in January 2024.  We had decided to part ways with our previous partner of roughly 15 years due to on-going dissatisfaction with the level of service they were providing after being acquired by a larger company.  Prior to making a final decision on who our new MSP partner would be, we went through an extensive interview and evaluation process with about a half dozen or so candidates that lasted more than a year due to a variety of circumstances.  We ultimately selected PEI as the best fit for our needs.  Since partnering with PEI, we have been very pleased with their level of service, overall communication, and fair pricing for their services.  I woudn't hestitate to recommend PEI for any IT project or as an on-going IT services partner.

RESULTS & FEEDBACK

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

Since PEI is our new on-going Managed Services Provider, there really are no specific outcomes to mention other than we have been pleased with everything they have done for us so far, whether it be just routine maintenance, general support, or more specific projects, such as server upgrades.

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

Their overall project management is excellent and they communicate and document project scopes, deliverables, and cost well.

What was your primary form of communication with PEI?

• Virtual Meeting
• Email or Messaging App

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

After going through the process of interviewing several candidates to be our new MSP partner, we just felt as though we had developed a good rapport with the people at PEI and that their company values aligned with ours.  Of all the candidates we felt that PEI was just the best fit for us overall.

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

Overall we have been satisified with everything PEI has done for us thus far.  The only area of improvement that comes to mind is that, at times, I think the pace of getting the some of the work done could have been a little more expedient.  But this is being very nitpicky.  Sometimes there are just things that come up which can slow things down or cause unforeseen issues.  But at the end of the day, working with PEI, we have always gotten the work done, and I have full confidence in their team and expertise.

BACKGROUND

Please describe your company and position.

 I am the IT Director of a real estate company 

Describe what your company does in a single sentence.

Real-Estate Developer

OPPORTUNITY / CHALLENGE

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

• Install New Network
• Update security protocols
• Extend WiFi Coverage

SOLUTION

How did you find PEI?

Referral

Why did you select PEI over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from PEI were assigned to this project?

2-5 Employees

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

PEI worked to update our office network by replacing older equipment and consolidate some of our network technologies to help make our system more efficient and secure. 

RESULTS & FEEDBACK

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

They really have a deep knowledge of not just IT services but project management in a way that really compliments the way we operate. PEI knows how to be flexible in the moment and adjust how a project may need to adapt and change in the middle to make sure that they still meet project goals on time and in budget. The staff always exhibits a calm “can-do” attitude. We have always appreciated their approach to solving our project needs.

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

Project Management is efficient and well communicated. They have always delivered on time for us for our project work. PEI are great listeners and work hard to make sure the project starts and stays in alignment with our larger company vison.

What was your primary form of communication with PEI?

• Virtual Meeting
• Email or Messaging App

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

The company is well organized and really takes a personal approach to understand our IT needs to provide thoughtful suggestions and solutions to our projects.

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

I do not have improvement comments for the project review where. They really nailed it for us.

BACKGROUND

Please describe your company and position.

I am the Technology Manager of UHI Group, Inc.

Describe what your company does in a single sentence.

UHI GROUP is a full-service provider of metal components and manufacturing solutions with the necessary experience to deliver complex, high-precision parts for automotive, heavy trucking, aerospace, medical, military, and other industries.

OPPORTUNITY / CHALLENGE

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

• refresh dated infrastructure technology

SOLUTION

How did you find PEI?

Online Search

Why did you select PEI over others?

Company values aligned

How many teammates from PEI were assigned to this project?

2-5 Employees

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

Refresh dated infrastructure technology with proven, innovative, industry-standard solutions.

RESULTS & FEEDBACK

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

Satisfied employees! Allowed our company to be competitive in our industry and stay current with customers and vendors.

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

Project management is based on understanding our needs and always communicating clearly. Deliverables are always completed accurately and on time.

What was your primary form of communication with PEI?

• Virtual Meeting
• Email or Messaging App

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

PEI's staff is incredibly talented and professional.

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

Don't change anything. After 10 years of working with PEI, the relationship we have with PEI will continue. 

BACKGROUND

Please describe your company and position.

I am an executive

Describe what your company does in a single sentence.

An Australian company specializing in indepdent craft beer distribution and hospitality experiences. We collaborate with Australian breweries to introduce unique brews to the U.S. market, focusing on providing a genuine Australian pub atmosphere and memorable customer experiences.

OPPORTUNITY / CHALLENGE

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

• Data Migration
• System Integration
• Strategic IT Support

SOLUTION

How did you find PEI?

Online Search

Why did you select PEI over others?

Great culture fit

How many teammates from PEI were assigned to this project?

2-5 Employees

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

1. Data Migration: Transitioning ABP’s data from existing platforms to Microsoft 365 and SharePoint, ensuring no data loss or disruptions.
2. System Integration: Setting up a unified and streamlined collaboration environment by integrating Microsoft 365 tools to support team communication and project management.
3. Ongoing Support and Training: Offering strategic IT guidance, troubleshooting, and support to ensure the systems operate efficiently, alongside user training to optimize the use of these tools.

RESULTS & FEEDBACK

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

1. Seamless Data Migration: Successfully migrated all data to Microsoft 365 and SharePoint without any data loss or significant downtime.
2. Improved Collaboration: Enhanced team productivity with the integration of Microsoft 365 tools, resulting in better communication and project coordination.
3. Operational Efficiency: Ongoing IT support and training led to fewer technical issues and improved system utilization, enabling ABP to focus more on strategic goals with minimal IT disruptions.

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

PEI’s project management was highly efficient. They planned the production timeline in advance, provided a clear statement of work for sign-off, and consistently delivered on time. Their ability to align with our overseas operational schedules was impressive, ensuring smooth collaboration.

Throughout, they remained responsive, addressing any concerns promptly and maintaining transparency. This level of organization made the process seamless, keeping our project on track and meeting all expectations.

What was your primary form of communication with PEI?

Virtual Meeting

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

What stood out most about PEI was their emotional intelligence and relaxed approach to solving complex IT issues. Their diligence and thoughtful navigation of the IT landscape made the entire process feel seamless. They have a unique ability to blend technical expertise with a calm, strategic mindset, ensuring that solutions are both effective and easy to implement.

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

They consistently delivered great results, so there’s little to critique.

BACKGROUND

Please describe your company and position.

I am the Director of IT of Summit Pathology

Describe what your company does in a single sentence.

Provide pathology services for clinicians to assist with the diagnosis, management, and treatment of disease.

OPPORTUNITY / CHALLENGE

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

• Managed IT services
• Network engineering
• IT infrastructure support

SOLUTION

How did you find PEI?

Online Search

Why did you select PEI over others?

• Close to my geographic location
• Great culture fit
• Company values aligned

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

PEI has been a rock solid partner for supporting our managed services, infrastructure upgrades, backup solutions, network management, and cloud migration. 

RESULTS & FEEDBACK

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

Stability of the environment and ongoing support

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

Communication is prompt, thorough, and clear. Project goals and timelines are always clearly communicated. The project manager and technical resources are always accessible.

What was your primary form of communication with PEI?

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

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

PEI is collaborative and thorough. The entire team is transparent the state of ongoing projects. I appreciate the clear communication on project scope to manage expectations, avoid scope-creep, and deliver in a timely manner.

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

Nothing comes to mind.

BACKGROUND

Please describe your company and position.

I am the Information Technology VP of DLJRECP

Describe what your company does in a single sentence.

Support Real Estate firms with accounting, asset mgmt, and IT services

OPPORTUNITY / CHALLENGE

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

• Transition from Ring Central to Teams
• Hire as a managed services provider

SOLUTION

How did you find PEI?

long term partner

Why did you select PEI over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from PEI were assigned to this project?

2-5 Employees

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

• Help us port numbers from Ring Central to Microsoft Teams.
• Enable us to start using teams better. 
• Help desk support backup to IT director.

RESULTS & FEEDBACK

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

• Port completion.
• Training.

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

• Excellent planning.
• Very professional.
• Everything so far has been done on time. 
• Still working together and all is going well. 
• I get regular updates.
• They take my calls when I have questions.

What was your primary form of communication with PEI?

• Virtual Meeting
• Email or Messaging App

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

PEI's staff is excellent and their planning skills and professionalism are great.

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

Nothing of note.

BACKGROUND

Please describe your company and position.

I am the CIO of Ready Foods, Inc.

Describe what your company does in a single sentence.

Family owned, kettle-cooked food manufacturer providing ready-to-use products and co-packing solutions.

OPPORTUNITY / CHALLENGE

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

• Industry-specific resilient IT architecture and infrastructure
• Cloud-based PaaS technologies
• Ongoing technical support on a broad range of technologies

SOLUTION

How did you find PEI?

Current vendor relationship

Why did you select PEI over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Company values aligned

How many teammates from PEI were assigned to this project?

2-5 Employees

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

Industry 4.0 architecture and Unified Communications.

RESULTS & FEEDBACK

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

Expedited design & execution, industry expertise, project management and communications.

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

Leveraged best practices, scheduled updates, frequent & clear communications, timely escalations & problem solving.

What was your primary form of communication with PEI?

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

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

We have collaborated with PEI on several recent initiatives, leveraging their expertise in industry-specific resilient IT architecture and infrastructure to cloud-based PaaS technologies. Their team consistently delivers timely technical support across a diverse set of user and technology requirements. 
PEI's commitment to professionalism and customer service was evident in their sales, project management, and technology teams. They maintain excellent communication throughout their consulting services. Their strong technical talent spans a broad spectrum of IT solutions, we value our partnership with PEI!

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

Nothing that comes to mind!