Optimizing Unified Access Management for a German Financial Advisory Firm

Enhanced a German financial advisory firm’s security and operational efficiency by implementing unified Okta SSO, reducing authentication complexities and strengthening IT defenses.

Company card

A well-established financial advisory firm based in Germany, specializing in B2B financial consulting services. With a workforce of 250 employees, the company is committed to providing high-quality, secure advisory solutions and ensuring efficient, secure interactions with its diverse client base. The firm continuously invests in advanced IT infrastructure to support operational excellence and meet stringent security standards in the financial sector.

Industry : Financial Consultancy

Location : Germany

Employees : 250 employees

Project timeframe : Engaged in a successful partnership for over 9+ months

Business Challenge

Business Challenge

This Germany-based financial advisory firm, serving a diverse B2B client base, faced complex authentication challenges across multiple services, impacting security and productivity. The firm required a unified, reliable authentication method to reduce password recovery issues, enhance IT security, and decrease their dependency on an expanding IT support team.
Solution

Solutions

Our DevOps team implemented Okta SSO, centralizing user management and authentication. Migrating over 80% of the systems, including critical services like email and messaging, we executed a zero-downtime migration, extending the transition to 8 months to ensure consistent service. This comprehensive approach prioritized uninterrupted service and security.
Outcome

Outcomes

The new centralized "as-a-code" user and group management drastically minimized password-related issues and support tickets. Hardware tokens, required for high-security systems, significantly enhanced the firm's IT security. This project highlighted the impact of streamlined, strategic DevOps solutions on operational efficiency.
Concluding Statement

Concluding Statement

Our Okta implementation not only simplified authentication processes but also strengthened the firm’s IT security, setting a new standard for operational efficiency in financial consultancy.

Address

Kemperpl. 1, 10785 Berlin

+49 30 66 62 72 16

[email protected]

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