Case Study
Representative Client Story

Modernizing IT Support for a Growing Charlotte Small Business

This is a representative client story based on the type of work Bitek Solutions regularly performs for small businesses in Charlotte, NC. Specific identifiers have been omitted at the client's request.

Client Type
Professional Services Firm
Location
Charlotte, NC
Services
Managed IT, Cybersecurity, M365
The Challenge

Recurring IT Problems, Security Gaps, and No Clear Plan

This professional services firm had been operating with the same IT setup for years — but as the team and client base grew, the technology wasn't keeping up. The previous IT provider was slow to respond, and issues kept coming back without any real root-cause fixes. When the firm started looking at cyber insurance requirements, they realized how many gaps they had.

No MFA on Microsoft 365 — including admin accounts
No IT documentation — passwords and configs stored informally
Recurring computer and network issues with no permanent fix
Previous IT provider had slow response and no clear process
Approaching cyber insurance renewal with unresolved security gaps
No backup verification process or disaster recovery plan
How Bitek Helped

A Structured Assessment, Then Systematic Fixes

Bitek started with a full IT and security assessment — reviewing Microsoft 365 configuration, endpoint security, network setup, backup status, and documentation. We delivered a clear findings report, then executed a structured remediation plan.

Microsoft 365 Security Review

Audited the entire M365 tenant — admin roles, MFA status, email security, sharing settings, and license assignment. Closed every identified gap.

MFA & Access Policy Enforcement

Enforced MFA across all user accounts, cleaned up admin roles, and configured Conditional Access policies to restrict risky sign-ins.

Endpoint Security Cleanup

Deployed and configured endpoint security on all devices, ran cleanup on stale and misconfigured machines, and validated patch status.

Full IT Documentation

Created complete documentation for the environment — network topology, user accounts, software inventory, vendor contacts, and password management structure.

Network & Backup Review

Reviewed network infrastructure and backup configuration. Verified backup jobs were actually running and recoverable — a step many businesses skip.

Structured Support Process

Onboarded the firm into our managed IT service — clear ticketing process, defined response expectations, and a monthly review cadence to track progress.

Results

From Reactive to Reliable

MFA Enforced on All Accounts

Every user and admin account now requires multi-factor authentication. Zero exceptions.

Full Environment Documented

No more institutional knowledge locked in one person's head. Everything is documented and accessible.

Cyber Insurance Requirements Met

Security controls now align with what the insurer required. The renewal process went smoothly.

Faster Support Response

Clear ticketing process and defined response expectations — no more wondering when help will arrive.

Backups Verified and Reliable

Backup jobs confirmed as running and tested for recoverability — not just assumed to be working.

Clear IT Roadmap

Quarterly reviews keep priorities aligned with business goals — no more guessing what to fix next.

Services Used

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