Modernising Advisory Services: How MyAdvisor Transformed IT Operations with CorIT Managed Services

Executive Summary

MyAdvisor, a rapidly expanding New Zealand-based advisory firm, experienced increasing IT complexity and mounting support issues with their previous provider. Their environment lacked scalability, effective support, and modern security controls—hindering operational efficiency and user productivity.

CorIT Tech was engaged to transition MyAdvisor to a fully managed IT services model. Through the deployment of CorIT’s Managed IT Services and security suite, MyAdvisor now benefits from proactive support, centralised device management, strengthened Microsoft 365 security, and improved end-user experience. The outcome is a stable, scalable, and secure IT environment that enables the firm’s continued growth.

Client Overview

MyAdvisor is a New Zealand-based professional services firm specialising in business advisory, corporate advisory, and HR advisory. With a client-first approach and a strong focus on strategic outcomes, the firm supports a diverse range of organisations by providing expert guidance on operations, people, and governance. MyAdvisor relies heavily on digital systems and collaboration platforms to deliver services efficiently and securely.

Challenges / Problem Statement

MyAdvisor was previously supported by an IT provider offering reactive services with limited visibility into system health and cybersecurity. The environment suffered from unmanaged devices, inconsistent configuration, slow support response, and a lack of end-user enablement. This introduced operational inefficiencies and frequent disruptions.

Security was a significant concern, with no backup solution for Microsoft 365, limited endpoint protection, and no central identity or access management. As the firm expanded, these gaps posed unacceptable risks to data integrity and service continuity.

Objectives

The engagement aimed to:

  • Migrate MyAdvisor to a secure, scalable managed IT services platform.
  • Implement endpoint and identity governance across all devices.
  • Modernise the Microsoft 365 environment, including backup and conditional access.
  • Establish responsive support with proactive monitoring and reporting.
  • Improve IT alignment with business goals through clear SLAs and strategic advisory.

Solution

CorIT delivered a comprehensive Managed IT Services solution comprising:

  • Microsoft Intune for endpoint management and compliance control.
  • SaaS-based Microsoft 365 backup to protect email, SharePoint, and Teams data.
  • CloudGuard: CorIT’s security suite deploying Defender for Endpoint, Conditional Access, Identity Protection, and Office 365 threat policies.
  • Dedicated support desk, with SLA-backed response and escalation processes.

The engagement included discovery workshops, configuration audits, and a structured implementation roadmap, working closely with MyAdvisor leadership and operations.

Implementation

The solution was executed across three structured phases:

  1. Discovery & Planning – Technical audit of existing systems, pain point analysis, and roadmap development.
  2. Deployment & Transition – Onboarded all devices to Intune, deployed Defender security baselines, and enabled Microsoft 365 backups with hardened policies.
  3. Enablement & Handover – Delivered user onboarding sessions, transitioned to CorIT support desk, and initiated monthly reporting.

CorIT ensured minimal disruption during migration, with phased rollouts and contingency planning. Change management was handled via internal champions and targeted training.

Results / Outcomes

>98% endpoint compliance achieved within two weeks.

<15-minute average first response time, exceeding SLA commitments.

Full Microsoft 365 backup coverage, including email, Teams, OneDrive, and SharePoint.

Significantly improved cybersecurity posture, with real-time alerting and threat remediation in place.

Positive user feedback, noting faster support, better communication, and improved system stability.

Conclusion

The transition to CorIT’s Managed IT Services enabled MyAdvisor to de-risk its IT operations and modernise its digital workspace. With a secure, well-governed environment and responsive support, MyAdvisor is well-positioned to continue scaling its advisory services with confidence.

Future initiatives include integration of Windows Autopilot, advanced compliance features using Microsoft Purview, and quarterly IT strategy sessions to maintain alignment with business growth.

Client Testimonial

“The migration to CorIT has completely transformed our IT experience. We now have a reliable partner, strong security, and support that just works. It’s a night-and-day improvement.”
Mark Lucas — Director, MyAdvisor