Wealth · Independent RIA
Consolidating vendors without losing control
Challenge: A regional advisory firm had separate providers for help desk, security tooling, and backup — and no single owner when something failed.
What we did: Unified managed technology and security under one operating model, clarified identity and recovery ownership, and established a monthly risk rhythm with leadership.
Result: Fewer escalations to partners, clearer accountability, and a prioritized plan for controlled AI use with client data boundaries defined.
Healthcare · Multi-provider clinic
HIPAA posture without freezing clinical work
Challenge: Clinical systems and office tools had grown organically. Leadership needed stronger access control and recovery confidence without disrupting patient care.
What we did: Hardened identity, standardized endpoint protection, validated backup/restore paths, and tightened vendor access around systems touching PHI.
Result: A clearer compliance story for leadership, faster response to incidents, and less dependence on ad-hoc IT heroics.
Accounting · Mid-size CPA firm
Client financial data under stronger control
Challenge: Seasonal workload and remote staff created uneven access practices. The firm needed audit-ready hygiene without slowing tax season.
What we did: Standardized identity and device standards, improved monitoring, documented recovery expectations, and set a practical cadence for security reviews.
Result: More consistent protection of client information and less last-minute scramble when questions about controls arise.
Nurseries · Wholesale grower
From spreadsheet quoting to live plant commerce
Challenge: Owner-operators spent hours each week on email quotes and availability checks while trade buyers waited.
What we did: Implemented Propagated as exclusive U.S./Canada partner — catalog, availability-aware quoting, buyer-facing plant site, and shipping workflow support.
Result: Faster quote turnaround, fewer spreadsheet errors, and a clearer path from trade interest to shipped order.
