Modernizing IT Operations to Enable a Secure, Mobile Workforce

Client Snapshot:

• Mid-sized Canadian Credit Union operating in a regulated financial services environment
• Seeking to modernize the workplace for improved security, mobility, and employee productivity

The Challenges

The client’s legacy IT environment was no longer meeting business needs - creating security risks, user friction, and rising support costs. They needed to modernize quickly without overwhelming their lean internal team. Key challenges included:

• Aging infrastructure with limited cloud readiness
• Lack of internal expertise to lead a secure workplace transformation
• Growing demand for remote access, collaboration tools, and stronger cybersecurity

The Solution

Coreio led a full-scale Modern Workplace transformation, from assessment to implementation, enabling the client to adopt secure, cloud-based tools and modernize IT operations without straining internal resources. Coreio’s approach included:

• Conducted a Modern Workplace Assessment and delivered an actionable roadmap
• Migrated the organization to Microsoft 365, Azure AD, and cloud-based storage
• Implemented modern governance, security policies, and device management practices
• Provided deskside and engineering support to ensure a smooth, on-time rollout

Key Outcomes

• Enabled secure, cloud-based collaboration through Microsoft 365, Azure AD, and modern device management

• Reduced IT operating costs and security risks by replacing legacy systems with a scalable, cloud-first model

• Brought deep expertise and regulatory insight as a Microsoft Gold Partner with proven execution in financial services

• Future-ready IT environment with scalable device management and over-the-air distribution of patches and updates to ensure endpoint security