Case Study: CFA Institute achieves visibility into configuration drift and improved software quality with UpGuard

CFA Institute implements ITIL and prevents configuration drift with UpGuard

CFA Institute, the world’s largest association of investment professionals, faced poor visibility across thousands of servers in multiple data centers and suspected configuration drift was causing software failures and performance issues. To address change tracking and integrity gaps, the organization engaged UpGuard and used UpGuard’s platform for change detection, tracking, and integrity monitoring.

UpGuard’s quick setup and easy-to-use interface immediately revealed extensive differences between the documented and actual state of key servers—manual checks showed up to a 67% configuration difference on some systems versus the expected 20–25%. A group diff with UpGuard pinpointed a misconfigured web server that, once restored, resolved application problems; ongoing policy-driven monitoring now keeps configurations consistent and supports broader security configuration management and PCI compliance.

CFA Institute