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Case Study

Case Study

Carlisle Interests Inc.

Carlisle Interests Inc. is a small Texas based commercial investment firm that also leases out their commercial space including property management services.

Client Type / Industry

REIT

Agreement Type

MSA annual auto-renew

Relevance

Referral

Period of Performance

Ongoing since September 2020

Client & Environment Snapshot

Client Overview: Carlisle Interests Inc. is a small Texas based commercial investment firm that also leases out their commercial space including property management services.

  • 7 Employees; 1 Corporate Office

  • SOX

  • Yardi\Appfolio

  • 7 Endpoints; 1 Server

  • Hybrid: Endpoints in-office. Cloud hosted server.

  • Commercial Real Estate Investment\Property Management

  • MSP

Client Overview: Carlisle Interests Inc. is a small Texas based commercial investment firm that also leases out their commercial space including property management services.

  • 7 Employees; 1 Corporate Office

  • SOX

  • Yardi\Appfolio

  • 7 Endpoints; 1 Server

  • Hybrid: Endpoints in-office. Cloud hosted server.

  • Commercial Real Estate Investment\Property Management

  • MSP

Challenges & Objectives

Business Challenges: Carlisle Interests Inc. was searching for more boutique style IT management so they can pick up the phone and get concierge IT support with a custom fit for their smaller team and Owner John Pearcy.

Business Challenges: Carlisle Interests Inc. was searching for more boutique style IT management so they can pick up the phone and get concierge IT support with a custom fit for their smaller team and Owner John Pearcy.

• Security risk exposure (ransomware events, no MFA) • Slow response times from prior provider / no SLAs

Engagement Objectives:


• Stabilize core systems and achieve at least 99.9% uptime • Reduce critical incidents by X% within Y months

Uptime achieved by stabilizing core systems.

99.9%

Uptime achieved by stabilizing core systems.

99.9%

Uptime achieved by stabilizing core systems.

99.9%

Minutes or less for average help desk first response time.

30

Minutes or less for average help desk first response time.

30

Minutes or less for average help desk first response time.

30

Cloud migration to AWS and closed critical security vulnerabilities.

100%

Cloud migration to AWS and closed critical security vulnerabilities.

100%

Cloud migration to AWS and closed critical security vulnerabilities.

100%

Scope of Managed IT Services

Service Package Name:

Service Package Name:

Flat-rate Managed IT Services

Flat-rate Managed IT Services

Complete IT Infrastructure & Endpoint Management that includes Cyber Security and Employee Management & Support

Complete IT Infrastructure & Endpoint Management that includes Cyber Security and Employee Management & Support

• 24×7 Remote Monitoring and Management (servers, workstations, network devices) • Proactive Patch Management and System Maintenance (OS and approved applications)
 • Help Desk Support (hours, channels, response and resolution SLAs) • Endpoint Security Stack (EDR/AV, disk encryption, web filtering, email security) • Backup and Disaster Recovery (RPO/RTO targets, tested restore cadence)
 • Identity and Access Management (MFA, SSO, privileged access controls) • Cloud Services Management (Microsoft 365 / Google Workspace, collaboration tools) • Network Management (firewalls, switches, wireless, VPN) • Asset and License Management (hardware lifecycle, license compliance) • vCIO / Strategic Advisory (quarterly business reviews, IT roadmap, budgeting) • Project services (cloud migrations, infrastructure refresh, office moves)

Delivery Approach & Methodology

Anchor this section with data. If you do not yet have exact numbers, leave placeholders you can adjust per client.

Key Outcomes:

  • Reduced Overall incidents reporting

  • Increased overall system uptime

  • Improved average help desk first response time to under 30 minutes

  • Cloud migration to AWS

  • Closed critical security vulnerabilities in Server\OS version age.

Anchor this section with data. If you do not yet have exact numbers, leave placeholders you can adjust per client.

Key Outcomes:

  • Reduced Overall incidents reporting

  • Increased overall system uptime

  • Improved average help desk first response time to under 30 minutes

  • Cloud migration to AWS

  • Closed critical security vulnerabilities in Server\OS version age.

Quantified Results & Performance Metrics

Onboarding Phases:

  • Discovery and Assessment (environment audit, security baseline, documentation)

  • Stabilization (quickwin fixes, patching, critical hardening, backup validation)

  • Standardization (deploy standard images, policies, automation, monitoring thresholds)

Ongoing Delivery Cadence:

  • Quarterly: vCIO reviews, roadmap updates, budget and risk review

Onboarding Phases:

  • Discovery and Assessment (environment audit, security baseline, documentation)

  • Stabilization (quickwin fixes, patching, critical hardening, backup validation)

  • Standardization (deploy standard images, policies, automation, monitoring thresholds)

Ongoing Delivery Cadence:

  • Quarterly: vCIO reviews, roadmap updates, budget and risk review

Client Trust

We were searching for more boutique-style IT management so we could pick up the phone and get concierge IT support with a custom fit for our smaller team.

We were searching for more boutique-style IT management so we could pick up the phone and get concierge IT support with a custom fit for our smaller team.

We were searching for more boutique-style IT management so we could pick up the phone and get concierge IT support with a custom fit for our smaller team.

John Pearcy

Owner

More projects

YOUR FIRST STEP

Book a free 30-minute call.

My job is to make sure you leave the first call with a clear, actionable plan.

Fadl H.

Client Success Manager

YOUR FIRST STEP

Book a free 30-minute call.

My job is to make sure you leave the first call with a clear, actionable plan.

Fadl H.

Client Success Manager

YOUR FIRST STEP

Book a free 30-minute call.

My job is to make sure you leave the first call with a clear, actionable plan.

Fadl H.

Client Success Manager

13

Ready to start?

Get in touch

Whether you have questions or just want to explore options, we’re here.

By submitting, you agree to our Terms and Privacy Policy.

Based in Washington DC

Soft abstract gradient with white light transitioning into purple, blue, and orange hues

13

Ready to start?

Get in touch

Whether you have questions or just want to explore options, we’re here.

By submitting, you agree to our Terms and Privacy Policy.

Based in Washington DC

Soft abstract gradient with white light transitioning into purple, blue, and orange hues

13

Ready to start?

Get in touch

Whether you have questions or just want to explore options, we’re here.

By submitting, you agree to our Terms and Privacy Policy.

Based in Washington DC

Soft abstract gradient with white light transitioning into purple, blue, and orange hues