Case Study: Trilogy Financial reduces data-loss risk, saves project hours and restores records in under 1 hour with OwnBackup

Trilogy empowers internal teams with OwnBackup and reduces risk, project hours, and development hours

Trilogy, a Huntington Beach–based financial planning firm, faced recurring data-loss incidents that cost hours to recover and raised the prospect of permanent data loss. Migrations that exported fields broke contact-to-account relationships, forcing the team to manually recreate roughly 2,000 lines of code over hundreds of hours, and system admins worried that mistakes could lead to costly errors and staff turnover.

By deploying OwnBackup, Trilogy can locate and restore lost records in under an hour, export complex records and view object changes in minutes, and avoid costs of thousands of dollars per event. The company saved 50–60 hours of outsourced project time in the first year (about $6,500 on one project), materially reduced human-error risk and business-continuity exposure, and reported a significant boost in employee happiness.

Trilogy Financial

Johnny Lambert

Director of Information and Technology