Simplifying How a Bank Keeps its Devices and Data Secure After Acquisitions

“What keeps me excited about my career is my passion to simplify people’s lives through technology and to be able to do that for both administrators and the end-user is incredibly rewarding.”

—Joe Monroe, Senior Solutions Architect, Binary Tree


Customer Situation

A growing tristate bank wanted to standardize how it manages the security of its devices—while getting ready to easily onboard new devices in later acquisitions. After a slew of acquisitions, organizations often find themselves with a mix of IT solutions. So a big effort in the months after a merger is often to merge IT, too.


Binary Tree assisted in the rollout of Microsoft Intune and Microsoft System Center Configuration Manager.

Paving the way for future acquisitions

That was the case for a large tristate bank in the U.S. The bank had acquired several other organizations, each with its own solutions in place to manage devices, from Microsoft to VMware to Symantec.

Over time, this mix of technologies started to slow down the productivity of their admins and users. So the bank decided it needed to come up with a better way to manage its mobile workstations and devices. Their goal was to standardize and get ready to quickly onboard new devices in future acquisitions.

Exploring the right solution

Our experts helped the bank rethink and simplify the way they managed devices and security. We started by defining their mobile strategy, including their challenges, goals, and use cases. Then we walked them through the options and guided them to the solution that would best meet their needs.

In this case, they decided to standardize to the Microsoft platform. Specifically, they use Microsoft Intune to apply flexible controls that let employees work with the devices and apps they choose—while protecting sensitive data. And they paired this with Microsoft System Center Configuration Manager to manage workstations.

Rolling it out

We followed this process to help roll out the bank’s new solution:

• Define their challenges, goals, use cases, and requirements

• Develop the plan for rollout, communication, and support

• Plan how to decomission and transition legacy technologies

• Design and roll out Microsoft Intune

• Integrate it with Microsoft SCCM

• Test and validate to make sure everything worked as expected

The Results

Their admins no longer need to switch between several different consoles to manage devices across the bank. Instead, they can log in to a single console to keep their people working strong—and their sensitive data protected from prying eyes.


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