Real challenges. Lasting impact.
How banks, insurers, financial groups and global technology companies protect their data, secure identities, consolidate platforms and adopt AI with Synergy Advisors experts.
- 5featured projects
- 4industries
- 2regional and global programs
“From AI experimentation to governed adoption.”
A bank set out to adopt Microsoft 365 Copilot without putting sensitive financial information at risk. Our experts built the adoption around three dimensions, so security, governance and compliance were covered from day one.
Challenge, solution and impact
Filter by area to find the projects closest to your own priorities.
Driving secure, governed AI adoption
From AI experimentation to governed adoption
01The challenge
The bank wanted to adopt Microsoft 365 Copilot to boost productivity while protecting sensitive financial information, with security, governance, compliance and oversharing covered from day one.
02What our experts did
Our experts built an adoption strategy on three dimensions: value, information protection and change management. Business scenarios were analyzed together with the security and governance controls each one needed.
03The impact
- AI adoption aligned with security and compliance requirements
- A controlled introduction of AI-assisted work
- A clear path from experimentation to governed enterprise adoption
Optimizing collaboration through platform consolidation
One collaboration platform, at global scale
01The challenge
A global organization decided to move from Zoom to Microsoft Teams. It had to preserve future meetings, historical recordings, shared files, chats and other collaboration data, at scale and with minimal disruption for users.
02What our experts did
Our experts ran discovery, usage analysis and planning, and used automation to migrate meetings, historical content and data. Automation replaced what would otherwise have been a heavy manual effort.
03The impact
- A controlled consolidation on Microsoft Teams
- Less dependence on additional collaboration platforms
- Lower license, support and administration costs
- An integrated platform ready for future initiatives
Modernizing privileged access and protecting critical infrastructure
Privileged access secured, without slowing operations
01The challenge
The organization needed to protect access to domain controllers and other critical resources and reduce the exposure created by remote and privileged access, without making day-to-day work too complex for its administration teams.
02What our experts did
Our experts implemented multifactor authentication, Conditional Access and private access to critical resources. Identity is now validated more strongly before administrative operations, and remote access is restricted to authorized resources and scenarios.
03The impact
- Stronger protection of privileged accounts
- A smaller attack surface on critical infrastructure
- Security policies enforced with extra validation before sensitive access
- A model that stays workable for operations teams
Endpoint information protection at regional scale
One protection model across the region
01The challenge
Disk encryption had already been completed on the group’s headquarters workstations. The next step was to extend it to regional subsidiaries at very different maturity levels: some relied on third-party tools with extra license and operating costs, others had no formal encryption, and technology separations created recovery-key and device-access issues.
02What our experts did
Our experts designed a regional information-protection strategy on Microsoft technology, with consistent device encryption, security-control administration and recovery processes. Device management moved to a modern, centralized and scalable model with less reliance on external tools.
03The impact
- A more homogeneous regional protection model
- Stronger device security and lower risk of loss or exposure
- Simpler administration and lower operating and license costs
- A scalable base for new entities and devices
Reducing costs and strengthening corporate data protection
Fewer tools, stronger data protection
01The challenge
Multiple specialized tools meant extra license, administration and operating costs. The goal was to modernize data protection without losing data loss prevention (DLP) or threat-monitoring capabilities.
02What our experts did
Our experts assessed the existing capabilities, identified consolidation opportunities and planned the transition from legacy tools to native Microsoft capabilities for information protection, monitoring and compliance.
03The impact
- Legacy technology retired
- Optimized licensing and operations
- Stronger data protection and threat monitoring
- A more scalable platform with less fragmentation
The same path behind every story
Every project starts with your context and ends with outcomes your teams can sustain.
Assess
Understand your environment, risks and priorities.
Design
Define the target architecture with our architects.
Prove
Validate the solution in a proof of concept or production pilot.
Operate
Keep it running and improving with our managed services.
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