Case Study: a US-based investment management firm achieves audit-ready disaster recovery with Simform on Azure

US-based Investment Management Firm strengthens DR compliance with 60% faster testing on Azure with Simform

A US-based investment management firm operating under strict FDIC and PCI DSS compliance requirements faced significant challenges with its inherited Microsoft Azure environment. The firm lacked a validated disaster recovery plan, had no visibility into service dependencies, and was burdened by infrastructure debt that caused previous DR efforts to fail. Partnering with vendor Simform, the firm sought to build a compliant and tested disaster recovery framework.

Simform assessed and restructured the Azure environment, creating a clean baseline for DR planning. They tiered workloads, defined recovery targets, and built a dedicated test environment to run failover simulations. This solution, implemented by Simform, resulted in a 60% faster testing process, a 20% reduction in Azure spend, and an audit-ready DR posture that satisfied all regulatory requirements.