Fully Cloud-Based
From Day-One.
Ocaris Wealth Management is a financial services business with a holistic approach to financial planning, combining traditional investment strategies with advanced portfolio optimisation techniques to help clients achieve their long-term financial goals.
THE CHALLENGE.
When Ocaris was established, it was essential for them to be a fully cloud-based business and to find a reliable IT partner who could support the company’s journey from an ambitious start-up to a thriving mid-sized organisation with room to scale. Their key factors in choosing an IT partner included:
- Local presence
- Established business with a long history
- Wide breadth and depth of expertise
- Shared ethos and ethical alignment
“One of the key things I wanted when setting the business up, I wanted to be a fully cloud based business, no servers.”
THE SOLUTION.
Ocaris chose Enhanced as their IT partner because they valued their shared ethos and Enhanced’s ability to provide a comprehensive IT strategy that aligned with Ocaris’s business needs at every stage of growth. Key services included:
- Seamless integration of Microsoft 365 for a cloud-first strategy
- 24/7 IT security monitoring with MXDR solution
- Cyber Essentials Plus accreditation
- Strategic IT support and hardware/software solutions
THE RESULTS.
Enhanced’s support enabled Ocaris to scale efficiently from a single employee to a team of 12, providing comprehensive IT infrastructure and ensuring minimal disruptions during growth. Key services included:
- IT infrastructure setup with a full Microsoft Teams room and multiple workstations
- Smooth transitions during office moves and expansions
- Identity management utilising conditional actions and identity security
- Information security utilising data labelling and data loss prevention
- Unified communications with Microsoft Teams
THE BENEFITS.
- Professional yet approachable support
- Easy access to help desk and strategic IT advice
- Robust IT security measures, enhancing client trust
- Seamless technology integration supporting business growth
- Holistic IT services covering hardware, software, and strategic needs
“When I learned that Enhanced were an Employee Ownership Trust, that further revealed the ethics of the business, which deeply resonated with our own values. It demonstrated their commitment to their people—the same people who would be supporting our growing business ”
Jimeel Angel
Managing Director
Ocaris
Ready to move to the cloud with confidence?
Get in touch with Enhanced today to future-proof your IT with a scalable and flexible cloud solution.