PE Firm Industry

Case Study: Enhancing Company Growth Through CTO Services

Introduction to 500+ User Company

Where They Started

A growing behavioral health organization, formed through the merger of several smaller ABA companies, was struggling with fragmented IT systems and inefficient device management. Each company operated independently, using standalone tablets and disparate platforms, which led to security vulnerabilities and operational inefficiencies. Their mobile device management (MDM) solution, Cisco Meraki, was poorly maintained—licenses were mismanaged, and many devices were outdated or inactive. Additionally, the organization had recently hired a director of IT who was not well-aligned with their needs, further complicating the transition to a unified infrastructure.

Where They Are Now

Today, the organization operates with a standardized, secure, and scalable IT environment. They have centralized management for all mobile devices, optimized Microsoft licensing—saving hundreds of dollars monthly—and implemented consistent access controls across the enterprise. Their IT infrastructure now supports seamless communication, efficient software deployment, and reliable inventory control. With a solid foundation in place, they are well-positioned for continued growth and future acquisitions.

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How Alliance InfoSystems Helped

Standardizing the Environment

Alliance InfoSystems led the integration of multiple ABA companies into a single, cohesive platform. This included a Microsoft licensing audit that aligned licenses with actual usage, resulting in significant cost savings. The team also centralized the organization’s directory and standardized systems for productivity, file sharing, and communication—creating a stable and scalable environment that improved operational efficiency across the board.

Centralizing Tablet Management

The organization’s previous approach to tablet management was fragmented and insecure. Alliance transitioned all mobile device management to Microsoft Intune, replacing the underutilized Meraki system. This move centralized control over security, software deployment, and inventory tracking, significantly enhancing the organization’s ability to manage its devices effectively.

Laying the Groundwork for Scalable Growth

Recognizing the importance of a strong IT foundation, Alliance worked closely with the organization’s leadership and acquisition team to support due diligence efforts and estimate integration costs for future acquisitions. A standardized integration plan was developed, enabling the organization to scale efficiently while maintaining consistency and control across new locations.

Providing Interim IT Leadership

During the early stages of the merger, the organization faced challenges with IT leadership. Alliance stepped in to guide the transition, acting as a virtual CIO/CTO to provide strategic direction and stability. This interim support ensured continuity while helping the organization identify and hire a more suitable IT director aligned with their long-term goals.

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