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Financial services


Clutch Rating 5.0 / 5

Managed IT & Cybersecurity Services for Investment Management Co

“CAL IT Group is truly the whole package.”

Director, The Fuller Foundation | Verified Clutch review, December 4, 2023

BUDGET

Confidential

ENGAGEMENT DATES

Mar. 2021 – Ongoing

LOCATION

Pasadena, California

COMPANY SIZE

11-50 Employees

Client Ratings

As listed on Clutch.co

5.0

OVERALL

out of 5.0

5.0

QUALITY

Service & Deliverables

5.0

SCHEDULE

On time / deadlines

5.0

COST

Value / budget

5.0

WILLING TO REFER

NPS

Key Highlights

Managed IT & Cybersecurity

Managed IT for investment management, plus cybersecurity, since March 2021.

Initial IT Assessment

A deep dive into people, processes, equipment, and policies to start the engagement.

Infrastructure Transition

Transition off a single server and AWS, with suggestions that save money.

Remote & On-Site Help Desk

Help desk support, mostly remote, with on-site visits when needed.

Employee & Equipment Support

Employee onboarding, offboarding, and equipment purchasing.

On-Time Delivery Within Budget

Delivered on time and within budget, according to the client.

Inside the Engagement

Background

The Fuller Foundation is an investment management company based in Pasadena, California, with 11 to 50 employees. A director at the company shared the review.

Someone the company had previously worked with recommended CAL IT Group. Because the organization operates as both a for-profit and a nonprofit, it needed a team that could handle that setup. After an RFP process, it awarded the contract to CAL IT Group. The engagement began in March 2021 and is ongoing.

The Challenge

The company hired CAL IT Group for managed IT and cybersecurity services. It needed security that would meet its industry’s regulatory standards, felt it was behind the curve on security, and wanted to make sure its technology was up to date.

The Solution

The engagement started with documentation from the company and an on-site visit so CAL IT Group could understand the state of its technology environment. Together, they reviewed the company’s policies, and CAL IT Group took a deep dive into its people, processes, and equipment as part of a business technology assessment.

CAL IT Group helped the company transition off a single server and AWS and has made many suggestions that save it money. Alongside cybersecurity services, the team provides a help desk, working primarily remotely and coming on-site when needed.

CAL IT Group also handles employee onboarding and offboarding, purchases equipment, and makes sure everything is shut down properly for security when someone leaves. The team also advises on the company’s cybersecurity policy process.

About four CAL IT Group help desk employees work with the company directly, backed by at least a dozen other help desk technicians. The company also speaks with Joe, Director of Technical Services, and Kevin, Managing Partner, when needed. CAL IT Group installed a ticketing system on all employees’ computers, and the teams also communicate by email and phone when necessary.

Results & Feedback

The client says CAL IT Group provides excellent service and that the collaboration has saved the company money because the team streamlined everything. CAL IT Group delivers on time, works within budget, communicates effectively, and keeps the company up to date. The client adds that the team treats the company as a priority, consistently going the extra mile.

Employees have been so impressed with CAL IT Group’s help desk and customer service that the client is full of praise for the team. Even when the team doesn’t know an answer right away, it always comes back and solves the issue. As a small organization, the company could easily get lost among bigger clients, but the client says CAL IT Group makes it feel important and understood, helping employees who need extra guidance and jumping on calls when needed.

As an area for improvement, the client suggested that CAL IT Group communicate better when it brings in new technicians. Its advice to other clients is to assign one point person to work with CAL IT Group and give the team an overview of the organization and its employees during onboarding.

★★★★★

“CAL IT Group is truly the whole package.”

Director, The Fuller Foundation


Source: Verified client review of CAL IT Group by a director at The Fuller Foundation (anonymous), published on Clutch on December 4, 2023. The review is based on a phone interview conducted by a Clutch analyst. Page content is summarized from the review. The testimonial is quoted exactly.
Read the original review on Clutch.

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