Harmonizing Complexity:
A Zero-Disruption Global IT Consolidation
The Problem
A global provider of investment solutions serving financial professionals worldwide operated within a highly complex IT environment. With operations spanning multiple regions, the organization required a robust, scalable infrastructure capable of supporting mission-critical services without disruption.
The firm faced an urgent need to consolidate user identities and workflows in order to standardize financial platforms that affected both customer-facing and internal processes, all while maintaining strict regulatory and legal compliance. The project carried significant complexity and risk, having already caused several previous partners to disengage due to the demanding technical and compliance requirements.
In 2023, Advizex was engaged at a critical point in the initiative. Early discussions identified opportunities to modernize outdated components and overcome unique operational challenges. The timeline was aggressive, leaving no margin for disruption to global investment operations.
The Solution
The primary objective was to harmonize services across the organization’s global footprint. Advizex led the consolidation of Active Directory users, groups, and workstations into a single domain, while also merging two Microsoft 365 tenants into one unified environment without compromising data sovereignty.
The tenants resided in both the United States and the European Union, introducing GDPR compliance and data residency requirements. The engagement included migration of email, Microsoft Teams, OneDrive, SharePoint, and Power BI workflows. In addition, Advizex rebuilt and migrated Power Platform services into the target tenant and consolidated Azure DevOps into a single development instance.
Beyond collaboration and identity services, the project encompassed extensive end-user and infrastructure migrations. This included a highly complex Citrix Cloud VDI environment, end-user workstations, and critical business applications and services. The scope also extended to workload migrations involving servers and virtualization hosts across multiple data centers, multi-tier application architectures, and enterprise backup systems.