Managed IT Services for Financial Planning Company
Project Details
Service: IT Managed Services
Project Duration: Aug. 2000 – Ongoing
Industry: Financial Services
Location: Princeton, NJ
“Their promptness of service and follow-up were impressive.”
Project Summary
Advanced Computer Technologies, LLC managed a financial planning company’s computer network, workstations, and cybersecurity. The team installed user workstations and migrated the client to Microsoft 365.
Project Feedback
Advanced Computer Technologies, LLC successfully migrated the client to Microsoft 365 and other cloud-based solutions, resulting in less downtime. The team delivered on time and communicated effectively through in-person meetings. The client was satisfied with the team’s work.
The Client
Please describe your company and position.
I am the Senior Wealth Advisor of a financial planning company.
Describe what your company does in a single sentence.
Comprehensive financial planning.
The Challenge
What specific goals or objectives did you hire Advanced Computer Technologies, LLC to accomplish?
Manage our computer network, workstations and cybersecurity.
The Approach
How did you find Advanced Computer Technologies, LLC?
Other
Why did you select Advanced Computer Technologies, LLC over others?
- High ratings
- Good value for cost
- Company values aligned
How many teammates from Advanced Computer Technologies, LLC were assigned to this project?
6–10 employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Install user workstations; migration to Microsoft 365.
The Outcome
What were the measurable outcomes from the project that demonstrate progress or success?
Successful migration to Microsoft 365; other cloud-based solutions; less downtime.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Timely deliverables; clear communication of project timeline.
What was your primary form of communication with Advanced Computer Technologies, LLC?
In-person meeting.
What did you find most impressive or unique about this company?
Their promptness of service and follow-up were impressive.
Are there any areas for improvement or something Advanced Computer Technologies, LLC could have done differently?
No, everything was done to our satisfaction.
