Case Study: India Private Wealth Management Firm achieves workplace transformation and cost-optimized managed services with Happiest Minds

India Private Wealth Management Firm - Customer Case Study

Happiest Minds’ Workspace Transformation Services helped a range of clients — from a global media group and a Europe-based payroll/HR provider to a private wealth firm in India — tackle complex, enterprise-wide IT challenges. These included conducting multilingual third‑party risk assessments and GRC transformation, migrating users and mailboxes from legacy platforms to Microsoft/Azure across 100+ sites, standardizing AD and file services to support M&A, and defining cost‑optimized IT and workplace strategies for distributed offices.

The team designed and automated TPRA frameworks and questionnaires, deployed RSA Archer for GRC, integrated eDirectory with AD, used zero‑touch Windows 10 deployment (SCCM), implemented Citrix HSD, desktop security and an ITIL service desk, and delivered end‑to‑end managed services via the ELLIPSE platform. Outcomes included a secured, role‑based environment, standardized operating models that simplify M&A, improved end‑user productivity and mobility, faster cloud adoption and higher agility, plus cost‑optimized remote support and measurable productivity gains.