IT Security & Operational Resilience for Investment Firm
How CriticalMatrix delivered a comprehensive security transformation including RidgeBot penetration testing, Microsoft Intune deployment, and security awareness training for a growing investment firm.
Key Results
- Continuous pen testing program
- Full endpoint management via Intune
- Optimised collaboration platform
- Security-aware workforce
The Challenge
Situation
An investment firm focused on energy transition and sustainable infrastructure needed to strengthen its IT posture as its portfolio and digital infrastructure expanded. Leadership sought a proactive approach to security rather than reactive incident management, aligning IT strategy with industry best practices and regulatory expectations.
Operational Constraints
- Hybrid work environment with diverse endpoint types
- Sensitive investment and financial data
- Growing regulatory scrutiny on cybersecurity
- Need for minimal operational disruption
What Was Breaking
No structured vulnerability assessment program existed. Endpoint security was inconsistent across mobile and desktop devices in the hybrid work model. SharePoint and OneDrive synchronisation issues were disrupting document management workflows. Employees lacked formal security training, creating human-factor risk.
Before & After Comparison
Before CriticalMatrix
No structured testing program
Inconsistent device policies
SharePoint sync issues
No formal awareness program
After CriticalMatrix
RidgeBot automated testing
Microsoft Intune across all devices
Seamless document workflows
Ongoing awareness program
The Solution
Phase 1: Penetration Testing & Assessment (Weeks 1-3)
Initiated continuous penetration testing using RidgeBot with OSCP-certified methodologies to evaluate cybersecurity defences. Identified vulnerabilities and developed a structured remediation roadmap aligned with regulatory requirements.
Phase 2: Endpoint & Collaboration (Weeks 4-6)
Deployed Microsoft Intune across all corporate devices with encryption, access controls, and compliance monitoring. Optimised SharePoint and OneDrive environments to resolve synchronisation issues and improve document management workflows.
Phase 3: Training & Culture (Weeks 7-8)
Designed and delivered interactive security awareness workshops covering threat mitigation, phishing awareness, and secure data handling. Established an ongoing training cadence reinforcing a security-conscious culture.
Tools & Technologies
RidgeBot
Automated penetration testing with continuous vulnerability validation using OSCP-certified methodologies for ongoing security assurance.
Microsoft Intune
Unified endpoint management with encryption enforcement, access controls, and compliance monitoring across mobile and desktop devices.
Microsoft Defender for Endpoint
Endpoint detection and response with behavioural analytics, automated investigation, and integration with Microsoft Sentinel.
"CriticalMatrix positioned us for long-term digital resilience. The proactive approach to security gave our leadership confidence that we are managing risk deliberately."
— Managing Director
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