Building a Secure New Office for an SEC-Registered Entity

A finance firm was expanding into a new office while launching a sister company registered with the SEC. It needed client-side technology leadership to design the new environment, coordinate implementation, and keep the two companies’ infrastructure appropriately separated.

The challenge

• The firm did not have the internal expertise to design the technology infrastructure for the new office.
• The new SEC-registered entity required a separate environment with appropriate isolation and controls.
• Both environments needed secure, reliable, and scalable connectivity.
• The move had to be completed without disrupting staff.

The solution

Technology Navigators assessed the firm’s requirements and designed the office technology plan from the client’s side of the table. The work included:

• Two separate technology environments, one for the primary company and one for the SEC-registered entity.
• Meraki network infrastructure with centralized visibility and management.
• Internet-provider coordination designed to minimize downtime.
• Implementation planning that connected security, reliability, scalability, and the office move into one accountable project.

Results and impact

The finance firm launched the new office and sister company with a secure, reliable technology foundation. The engagement delivered:

• A seamless transition for staff moving into the new office.
• Separate infrastructure for the two companies.
• Executive technology ownership for a defined project without the need to hire a full-time CIO.
• A scalable network that could support the firm as its needs changed.