←  All case studies
Field services

Managed IT and security for a 950-user field services company

An assessment of a PE-backed plumbing and restoration company with 950 users found no MFA, end-of-life servers running the accounting system and workstations nobody patched. We closed every gap and now run its IT and security around the clock.

Managed IT Services
Hold period
Headline result
100%

patch compliance, up from zero on workstations

The challenge

A PE-backed plumbing and water restoration company, the largest franchisee in its national brand, supports 950 office and field users across five regions. Most of its people work from trucks and jobsites, around the clock. After the investment the business was growing fast, and its break-fix IT provider couldn’t keep up.

Our assessment found that only servers were patched, end-of-life servers ran critical systems including accounting, and there was no 24/7 help desk or monitoring. There was no managed detection and response, no MFA or conditional access, buying went through mixed retail channels, and there was no IT roadmap as the company acquired. For an emergency services business, a ransomware attack or a failed accounting server would stop dispatch, billing and cash collection.

Our approach

We moved the company over in stages, then took on its day-to-day IT, security and technology strategy under one agreement, with support tuned to office staff, field technicians, restoration crews and phone-only field staff.

That covers a 24/7/365 help desk, network monitoring and security operations; patching and monitoring on every endpoint; managed detection and response; and MFA, conditional access and Microsoft 365 hardening, with phishing training and vulnerability management. We moved devices to Entra ID and Intune, retired the end-of-life servers, moved file shares to SharePoint, standardized procurement and support NetSuite day to day. A fractional CIO/CISO runs the roadmap and quarterly reviews with leadership.

The outcome

Every endpoint is now patched and monitored, MFA and conditional access are enforced across Microsoft 365, and the end-of-life servers are gone. New branches and technicians are onboarded the same way every time, so security stays consistent as the company grows, and the sponsor has a clear view of technology risk and spend.

Results
950

office and field users under one contract

24/7/365

help desk, network and security monitoring

MFA

enforced across Microsoft 365, from none

Our crews run around the clock, and now our support and security do too. Compello took a patchwork of gaps and gave us one partner who owns it, so we can focus on growing.

President, PE-backed field services company

Work with operators who’ve done it before

Tell us about the deal or the portfolio company, and a senior partner will scope the work with you.