Success Story

Mobile Device Management Solution for Investment Research Company

Building a robust mobile device management (MDM) solution that reduced employee workplace preparation time by ninety percent and secured over five hundred remote devices.
90%
faster employee workplace setup.
85%
fewer user inquiries on software versions.

Technologies

Technologies

Expertise

Expertise
Client Overview

Tegus

Tegus is a subscription-based, proprietary platform designed to help investors, consultants, and corporate development teams conduct due diligence and make smarter investment and business decisions. It achieves this by aggregating and standardizing expert insights, financial data, and competitive intelligence.

Industries

Financial services, technology, information and Internet

Headquarters

Chicago, IL, USA

Company size

550+ employees
Challenges

Securing and Managing Remote Devices for a Hybrid Workforce

Tegus required a robust MDM solution to ensure all employee devices were up-to-date, secure, and operational with minimal IT involvement.
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Inconsistent device readiness and security

The main challenge was to ensure that user devices are up-to-date, secure, and fully operational across a remote or hybrid workforce, leading to inconsistent security postures and compliance risks.
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Lack of remote control capability

The IT team needed the urgent capability to remotely lock and wipe devices in case of loss or theft, a critical requirement for an investment research company handling sensitive data.
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Manual software delivery burden

The company faced a heavy manual effort to automatically deliver software updates and distribute new applications, slowing down time-to-productivity for both existing employees and newcomers.
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Inadequate access control and security policies

There was a need to centrally manage user permissions and consistently apply security policies across the entire device fleet, which was unfeasible with existing systems.
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Why They Chose Us

Expertise in End-to-End MDM Implementation and Security Compliance

Chosen as a trusted partner to rapidly deploy cross-platform automation and security mandates for a newly distributed global team.
Tailored AI strategy for each client

MDM platform expertise

Zoolatech was chosen for its expertise in IT Services and direct technical proficiency in configuring key MDM solutions, including MS Intune and Kandji, necessary to manage both Windows and Apple devices.
Tailored AI strategy for each client

Security and compliance

Our team was engaged because we could deliver a security foundation that supports the company’s research workflows—strengthening compliance, data confidentiality, network reliability, and device safety.
Zoolatech is a senior-heavy engineering firm with Silicon Valley roots and a Miami HQ, specializing in legacy modernization, system re-architecture, and AI deployment to drive long-term, compounding value.

2017

Year Founded

600+

Employees

96%

Client Satisfaction
Workflow

Structured Execution from Policy Design to Ongoing Support

A close, multi-stage development and execution process covering policy agreement, configuration, testing, documentation, and continuous service support.
Phase 1

Policy preparation

The team collaborated with Tegus to define all necessary compliance, security, and user account rules before beginning the configuration phase.
Phase 2

Solution configuration

We executed the solution implementation, setting up the agreed-upon requirements for both the Microsoft and Apple device management platforms.
Phase 3

Testing and validation

We conducted thorough testing of the multiple user enrollment processes, application distribution, and update installations across both management systems.
Phase 4

Documentation and handover

We delivered comprehensive user and administrator guides detailing enrollment, troubleshooting, policy modification, and device management procedures.
Phase 5

Service support

We established a mechanism for post-implementation assistance, allowing Zoolatech engineers to provide support for complications via designated communication channels.
Zoolatech implemented a centralized, cross-platform MDM solution that accelerated employee onboarding, strengthened security policies, and reduced ongoing IT support effort across a distributed workforce.
Solution

Cross-Platform MDM Configuration and Comprehensive Policy Deployment

Implementing and configuring MS Intune and Kandji, supported by detailed documentation and continuous service support.
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Policy foundation

The Zoolatech team worked closely with Tegus throughout each stage of project development and execution, starting with Policy preparation — focusing mainly on compliance, encryption, firewall and network configuration, device security, and user accounts.
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MDM configuration

We fulfilled the solution configuration — both MS Intune and Kandji Solutions were implemented in accordance with the agreed requirements, including Kandji integration with Apple Business Manager.
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Testing and validation

We performed all the required tests — Multiple user enrollment processes, distributed applications, update installations (Tested thoroughly in both MS Intune and Kandji.)
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Documentation and training

We prepared and shared documentation for both User and Admin — In-depth guides instruct the User on how to enroll in MDM and troubleshoot any potential issues. The Administrator documentation focuses on modifications of existing policies, management of employee devices, and how to deploy additional applications.
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Ongoing support

We provided service support — Zoolatech engineers are available via Slack and Zoom to assist with questions, complications, and troubleshooting.
Results

Reduction in Workplace Setup Time

Achieving critical KPIs for employee productivity and IT efficiency.
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Workplace preparation time reduced

Our solution reduced employees’ workplace preparation time by 90% and decreased user inquiries related to existing software versions by 85%.
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Rapid new workplace setup

After installation, the average employee spends only 15 minutes preparing a new workplace.
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Large scale of adoption

The entire system was set up within a month, and over 500 employees were fully connected within 2.5 months.
Business Value

Empowering Employees and Automating IT Helpdesk Tasks

Establishing administrative control over devices while enabling newcomers to self-configure their entire workspace.
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Administrative control

We built a dashboard in which Admins can easily manage and maintain all connected devices. All user devices are under the Partner’s control; in case of emergencies, any device can be encrypted, locked, or wiped.
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Helpdesk efficiency

Moreover, the Partner’s IT Helpdesk has experienced a sizable reduction in ticket submissions, as newcomers are now able to install and configure the entire workplace on their own with minimal issues.