The customer is one of India’s largest stockbroking enterprises, serving millions of customers across multiple financial service domains. Operating in a highly regulated industry, the organization manages large volumes of sensitive financial and personal data and requires a secure, compliant, and scalable digital workplace.
As the organization grew rapidly, its IT environment became increasingly fragmented. Multiple collaboration platforms, password-based authentication, and limited endpoint visibility created security risks, operational inefficiencies, and compliance challenges, making modernization critical to sustain trust and scale securely.
Challenges Faced by the Customer
The customer encountered several limitations in its existing IT environment:
- Fragmented collaboration platforms: Multiple domains operating on G Suite resulted in siloed communication and inconsistent user experience.
- Authentication vulnerabilities: Password-based access increased exposure to phishing and credential theft.
- Endpoint governance gaps: Lack of centralized device visibility and policy enforcement.
- Device compliance risks: Personal devices accessing corporate resources without proper controls.
- Business impact: Elevated security risk, compliance exposure, operational inefficiencies, and potential reputational damage.
Solution Offered by Embee Software
Embee Software delivered a phased digital workplace transformation using Microsoft technologies. The engagement focused on unifying collaboration, eliminating password-based authentication, and centralizing endpoint management to enhance security, compliance, and operational efficiency across the organization.
Solution Implementation & Approach
The solution followed a structured, Zero Trust–aligned approach:
- Migration from G Suite to Microsoft 365 to unify collaboration across business domains.
- Deployment of Windows Hello for Business to enable password less authentication.
- Centralized endpoint management using Microsoft Intune.
- Implementation of Azure AD (Entra ID) with Conditional Access for risk-based access control.
- Enforcement of corporate device–only access and blocking of unmanaged personal devices.
- Custom compliance framework to validate presence of critical security software.
Technologies Used
- Microsoft 365 (Office 365 E3 / E1)
- Azure AD Premium (Microsoft Entra ID)
- Microsoft Intune
- Windows Hello for Business
- Conditional Access Policies
- Custom Intune Compliance Framework
Before vs After: Business & IT Impact
| Area | Before (Legacy Environment) | After (Microsoft 365 & Zero Trust) |
|---|---|---|
| Collaboration | Fragmented tools across domains | Unified collaboration on Microsoft 365 |
| Authentication | Password-based, phishing-prone | Password less authentication with WHFB |
| Endpoint Management | Limited visibility and control | Centralized management via Intune |
| Device Compliance | Personal devices accessing data | Corporate-only, policy-enforced access |
| Security Posture | High exposure to threats | Strong Zero Trust security model |
| Compliance Readiness | Manual, inconsistent controls | Automated, policy-driven compliance |
| IT Operations | High manual effort | Streamlined, centralized administration |
| Scalability | Difficult to govern at scale | Secure, scalable digital workplace |
Impact of the Solution
The Microsoft 365 transformation modernized the customer’s digital workplace, significantly strengthening security, compliance, and operational efficiency while improving the employee experience.
- Enhanced Security: Password less authentication and Zero Trust controls reduced attack surface.
- Improved Compliance: Automated device and access policies supported regulatory requirements.
- Unified Collaboration: Microsoft 365 enabled consistent communication across domains.
- Centralized Endpoint Governance: Full visibility and control over corporate devices.
- Reduced IT Overhead: Simplified management and enforcement through Intune.
- Future-Ready Workplace: Scalable foundation to support rapid growth and evolving security needs.
Ready to modernize your workplace with Microsoft 365?
Embee Software helps businesses unlock productivity, security, and scalability with tailored Microsoft 365 business plans. Whether you need Microsoft 365 Business Basic, Business Standard, or want clarity on Microsoft 365 pricing for business, our experts ensure a seamless migration and cost-optimized deployment. Start your journey today and empower your teams with the best tools for collaboration and compliance.
