The customer is a mid-sized financial services firm specializing in business planning, investment strategy, and corporate advising. Headquartered in Florida with additional locations throughout the Midwest and California, they are committed to developing comprehensive and customized plans that best serve their clients and community.

The customer managed approximately 100 endpoints, all of which operated with a Microsoft 365 environment. They sought to enhance their cybersecurity posture by upgrading from Microsoft 365 E3 to Microsoft 365 E5 in order to leverage the advanced capabilities offered by Microsoft's XDR suite.

Sentinel worked closely with the customer to carefully integrate FortisX managed Security Operations Center (SOC) into their environment, which provided comprehensive security coverage and incident response capabilities. The solution included:

• Replacing CrowdStrike with Microsoft's XDR suite
• Utilizing Defender for M365, Defender for Endpoint, Defender for Identity, and Defender for Cloud Apps Server
• Implementing FortisX managed SOC to monitor and identify all incoming alerts
• Ensuring proper security measures across email, endpoints, servers, and identity

This comprehensive solution has enabled the customer to strengthen their security posture and more effectively manage alerts. FortisX provides centralized, real-time security monitoring and has significantly reduced their threat response time. Sentinel’s managed SOC allows the customer to confidently meet financial compliance standards while ensuring complete visibility across their Microsoft ecosystem. The move toward a fully integrated Microsoft XDR stack has also streamlined operations and improved end-to-end protection across endpoints, identities, and cloud applications.