Case Study: a financial planning firm strengthens data protection and restores trust with OTAVA VMware Private Cloud

Financial Planning Firm strengthens data protection with Otava after a security incident

A financial planning firm with limited IT resources faced a serious security incident and performance issues within its managed Azure environment. This event exposed critical security gaps, a lack of backup strategy, and outdated endpoint protection, which put client trust and business continuity at risk. The firm partnered with Otava to migrate to a more secure and stable private cloud solution.

Otava implemented a VMware Private Cloud environment for the firm, which included Veeam-powered cloud backup services and endpoint protection. This multi-layered security approach closed critical gaps, restored leadership's confidence, and strengthened data protection. The solution provided the firm with greater control, visibility, and a scalable foundation for future growth, significantly reducing business risk.

Financial Planning Firm