Case Studies

Financial – Glass Jacobson Financial Group

Financial Group Seeks Out Experienced Partner to Manage and Enhance IT Infrastructure.

 

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CHALLENGE

Glass Jacobson Financial Group is a full-service financial services and accounting firm with 85 employees and two offices in the greater Baltimore and Washington, D.C. area. The firm’s management team was seeking an experienced and forward-thinking IT partner with a solid understanding of financial applications to manage its IT infrastructure, so the firm could utilize internal resources to focus more on serving clients and expanding business opportunities. In addition, the firm’s existing technology footprint did not match the increasing demands of its business. The financial group needed a scalable computing platform that could be accessible anywhere/anytime with increased security and the ability to leverage Microsoft 365’s entire stack of services.

SOLUTION

After assessing Glass Jacobson’s current IT infrastructure and discussing the firm’s business needs, the Thrive engineering team recommended a Cloud solution that consolidated servers, applications, email and security applications, all while reducing capital spending. Thrive’s fully-managed NextGen Cloud and security services also provided a remote access solution for all Glass Jacobson employees, as well as increased security by leveraging Thrive’s security stack and 2FA/MFA for all desktops and email.

RESULT

Glass Jacobson employees now leverage virtual Cloud desktops to securely access all 45 of the firms’ applications from any office, computing device or location – giving the team full flexibility to work remotely if needed. Team members no longer need to rely on internal resources to manage their onsite servers, as they can count on Thrive to provide 24/7 support and monitoring, which frees up more time to commit towards supporting their clients and growing their financial services and accounting business. The solution also adds the benefit of comprehensive Disaster Recovery, so the firm’s management team has the peace of mind that its files and applications are backed up and fully-accessible if a man-made or natural disaster were ever to strike.

Glass Jacobson

“Thrive’s expert team quickly evaluated our needs and offered a modern cloud solution that turned our support technology into an asset, not a liability. Not only is our IT infrastructure able to keep up with our busy firm, our team is able to work in the cloud from anywhere – creating efficiencies and flexibility we were never able to realize before.” ~ Michael Cohen, CFO, Glass Jacobson

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