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Representative Engagement

Global Financial Services.

Microsoft 365 Enterprise Migration

Anonymized engagement led by the Novix team for a financial services organization (8,500+ users)

Engagement summary
Before

Fragmented legacy mail, weak identity controls, and compliance gaps were increasing operational risk.

Intervention

The team redesigned tenant architecture, hardened identity, and executed a phased cutover with background sync.

Outcome

The organization moved to Microsoft 365 with no unplanned downtime and a materially stronger security posture.

Engagement Frame
Context

Anonymized engagement led by the Novix team for a financial services organization (8,500+ users)

Delivery
  • 01Discovery & Audit
  • 02Identity & Tenant Architecture
  • 03Background Sync & Validation
Result
100%
Data Integrity
Zero
Unplanned Downtime

The Challenge

Aging infrastructure
compromising security.

  • Legacy constraints: Outdated on-prem Exchange and file services with limited remote capability.
  • Security fragmentation: Disjointed identity providers and weak MFA enforcement across the workforce.
  • Compliance risks: Unmanaged data sprawl and weak classification controls.
  • High overhead: Significant effort spent keeping legacy hardware and licensing alive.

Delivery Protocol

  • 01
    Discovery & Audit
  • 02
    Identity & Tenant Architecture
  • 03
    Background Sync & Validation
  • 04
    Controlled Cutover
  • 05
    Handover & Optimization

Execution Detail

The team delivered a unified M365 tenant centered on identity hardening, compliance, and a controlled migration path.

  • 01Entra ID hardening: Conditional Access, phishing-resistant MFA, and privileged access controls.
  • 02Background sync: Large-volume mail and drive data synchronized beföre cutover to limit disruption.
  • 03Intune compliance: Cloud-managed laptops and mobile devices with security baselines.
  • 04DLP & governance: Automated labeling and information protection policies at global level.

Outcome

100%
Data Integrity
Zero
Unplanned Downtime
Unified
Identity Perimeter
Auditable
Compliance Posture

Transformation Snapshot

Before Engagement

  • — Fragmented legacy mail servers
  • — Weak identity and MFA controls
  • — Unmanaged mobile devices
  • — Compliance blind spots in data storage

After Delivery

  • + Unified cloud-native identity
  • + Adaptive Conditional Access policies
  • + Managed device fleet
  • + Automated data protection and DLP

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